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DAVID A. KOHLES, INC., PS RETIREMENT PLAN 401k Plan overview

Plan NameDAVID A. KOHLES, INC., PS RETIREMENT PLAN
Plan identification number 002

DAVID A. KOHLES, INC., PS RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVID A. KOHLES, INC., P.S. has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. KOHLES, INC., P.S.
Employer identification number (EIN):912060700
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about DAVID A. KOHLES, INC., P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2000-09-12
Company Identification Number: 602064658
Legal Registered Office Address: 1800 SAMISH CREST WAY

BELLINGHAM
United States of America (USA)
982294940

More information about DAVID A. KOHLES, INC., P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. KOHLES, INC., PS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01DAVID KOHLES
0022016-01-01DAVID KOHLES
0022015-01-01DAVID KOHLES
0022014-01-01DAVID KOHLES
0022013-01-01DAVID KOHLES
0022012-01-01DAVID KOHLES
0022011-01-01DAVID A KOHLES
0022010-01-01DAVID A KOHLES
0022009-01-01DAVID A KOHLES

Plan Statistics for DAVID A. KOHLES, INC., PS RETIREMENT PLAN

401k plan membership statisitcs for DAVID A. KOHLES, INC., PS RETIREMENT PLAN

Measure Date Value
2017: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 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
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID A. KOHLES, INC., PS RETIREMENT PLAN

Measure Date Value
2017 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$293,149
Expenses. Total of all expenses incurred2017-12-31$642
Benefits paid (including direct rollovers)2017-12-31$642
Total plan assets at end of year2017-12-31$2,527,077
Total plan assets at beginning of year2017-12-31$2,234,570
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$240,149
Net income (gross income less expenses)2017-12-31$292,507
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,527,077
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,234,570
Assets. Value of assets in partnership/joint-venture interests2017-12-31$500,000
Assets. Value of real-estate (other than employer real property)2017-12-31$1,164,320
Total contributions received or receivable from employer(s)2017-12-31$29,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$138,242
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$2,234,570
Total plan assets at beginning of year2016-12-31$2,096,328
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$78,600
Net income (gross income less expenses)2016-12-31$138,242
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,234,570
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,096,328
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Assets. Value of real-estate (other than employer real property)2016-12-31$1,068,489
Total contributions received or receivable from employer(s)2016-12-31$35,642
2015 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$212,185
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,096,328
Total plan assets at beginning of year2015-12-31$1,884,143
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$153,185
Net income (gross income less expenses)2015-12-31$212,185
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,096,328
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,884,143
Assets. Value of assets in partnership/joint-venture interests2015-12-31$350,000
Assets. Value of real-estate (other than employer real property)2015-12-31$1,014,576
Total contributions received or receivable from employer(s)2015-12-31$35,000
2014 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$65,494
Expenses. Total of all expenses incurred2014-12-31$29,673
Benefits paid (including direct rollovers)2014-12-31$29,673
Total plan assets at end of year2014-12-31$1,884,143
Total plan assets at beginning of year2014-12-31$1,848,322
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$17,494
Net income (gross income less expenses)2014-12-31$35,821
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,884,143
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,848,322
Assets. Value of assets in partnership/joint-venture interests2014-12-31$200,000
Assets. Value of real-estate (other than employer real property)2014-12-31$987,770
Total contributions received or receivable from employer(s)2014-12-31$25,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$256,171
Expenses. Total of all expenses incurred2013-12-31$15,634
Total plan assets at end of year2013-12-31$1,848,322
Total plan assets at beginning of year2013-12-31$1,607,785
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$198,564
Net income (gross income less expenses)2013-12-31$240,537
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,848,322
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,607,785
Assets. Value of assets in partnership/joint-venture interests2013-12-31$200,000
Assets. Value of real-estate (other than employer real property)2013-12-31$770,762
Total contributions received or receivable from employer(s)2013-12-31$34,607
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15,634
2012 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$157,404
Expenses. Total of all expenses incurred2012-12-31$17,683
Benefits paid (including direct rollovers)2012-12-31$9,393
Total plan assets at end of year2012-12-31$1,607,785
Total plan assets at beginning of year2012-12-31$1,468,064
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$97,465
Net income (gross income less expenses)2012-12-31$139,721
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,607,785
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,468,064
Assets. Value of assets in partnership/joint-venture interests2012-12-31$200,000
Assets. Value of real-estate (other than employer real property)2012-12-31$500,592
Total contributions received or receivable from employer(s)2012-12-31$37,439
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$23,458
Expenses. Total of all expenses incurred2011-12-31$20
Total plan assets at end of year2011-12-31$1,468,064
Total plan assets at beginning of year2011-12-31$1,444,626
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$23,300
Other income received2011-12-31$-36,988
Net income (gross income less expenses)2011-12-31$23,438
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,468,064
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,444,626
Assets. Value of assets in partnership/joint-venture interests2011-12-31$200,000
Assets. Value of real-estate (other than employer real property)2011-12-31$506,011
Total contributions received or receivable from employer(s)2011-12-31$37,146
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$20
2010 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$220,583
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,442,626
Total plan assets at beginning of year2010-12-31$1,222,043
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$159,790
Net income (gross income less expenses)2010-12-31$220,583
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,442,626
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,222,043
Assets. Value of real-estate (other than employer real property)2010-12-31$319,860
Total contributions received or receivable from employer(s)2010-12-31$38,793

Form 5500 Responses for DAVID A. KOHLES, INC., PS RETIREMENT PLAN

2017: DAVID A. KOHLES, INC., PS RETIREMENT 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: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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
2015: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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