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Plan Name | DAVID A. KOHLES, INC., PS RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | DAVID KOHLES | |||
002 | 2016-01-01 | DAVID KOHLES | |||
002 | 2015-01-01 | DAVID KOHLES | |||
002 | 2014-01-01 | DAVID KOHLES | |||
002 | 2013-01-01 | DAVID KOHLES | |||
002 | 2012-01-01 | DAVID KOHLES | |||
002 | 2011-01-01 | DAVID A KOHLES | |||
002 | 2010-01-01 | DAVID A KOHLES | |||
002 | 2009-01-01 | DAVID A KOHLES |
Measure | Date | Value |
---|---|---|
2017: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $293,149 |
Expenses. Total of all expenses incurred | 2017-12-31 | $642 |
Benefits paid (including direct rollovers) | 2017-12-31 | $642 |
Total plan assets at end of year | 2017-12-31 | $2,527,077 |
Total plan assets at beginning of year | 2017-12-31 | $2,234,570 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
Other income received | 2017-12-31 | $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 interests | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $138,242 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $2,234,570 |
Total plan assets at beginning of year | 2016-12-31 | $2,096,328 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
Other income received | 2016-12-31 | $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 interests | 2016-12-31 | $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 sources | 2015-12-31 | $212,185 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $2,096,328 |
Total plan assets at beginning of year | 2015-12-31 | $1,884,143 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
Other income received | 2015-12-31 | $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 interests | 2015-12-31 | $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 sources | 2014-12-31 | $65,494 |
Expenses. Total of all expenses incurred | 2014-12-31 | $29,673 |
Benefits paid (including direct rollovers) | 2014-12-31 | $29,673 |
Total plan assets at end of year | 2014-12-31 | $1,884,143 |
Total plan assets at beginning of year | 2014-12-31 | $1,848,322 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
Other income received | 2014-12-31 | $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 interests | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $256,171 |
Expenses. Total of all expenses incurred | 2013-12-31 | $15,634 |
Total plan assets at end of year | 2013-12-31 | $1,848,322 |
Total plan assets at beginning of year | 2013-12-31 | $1,607,785 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $23,000 |
Other income received | 2013-12-31 | $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 interests | 2013-12-31 | $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 sources | 2012-12-31 | $157,404 |
Expenses. Total of all expenses incurred | 2012-12-31 | $17,683 |
Benefits paid (including direct rollovers) | 2012-12-31 | $9,393 |
Total plan assets at end of year | 2012-12-31 | $1,607,785 |
Total plan assets at beginning of year | 2012-12-31 | $1,468,064 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
Other income received | 2012-12-31 | $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 interests | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : DAVID A. KOHLES, INC., PS RETIREMENT PLAN 2011 401k financial data | ||
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $23,458 |
Expenses. Total of all expenses incurred | 2011-12-31 | $20 |
Total plan assets at end of year | 2011-12-31 | $1,468,064 |
Total plan assets at beginning of year | 2011-12-31 | $1,444,626 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $23,300 |
Other income received | 2011-12-31 | $-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 interests | 2011-12-31 | $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 year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $220,583 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,442,626 |
Total plan assets at beginning of year | 2010-12-31 | $1,222,043 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $22,000 |
Other income received | 2010-12-31 | $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 |
2017: DAVID A. KOHLES, INC., PS RETIREMENT 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: DAVID A. KOHLES, INC., PS RETIREMENT 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: DAVID A. KOHLES, INC., PS RETIREMENT 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: DAVID A. KOHLES, INC., PS RETIREMENT 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: DAVID A. KOHLES, INC., PS RETIREMENT 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: DAVID A. KOHLES, INC., PS RETIREMENT 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: DAVID A. KOHLES, INC., PS RETIREMENT 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 |
2010: DAVID A. KOHLES, INC., PS RETIREMENT 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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DAVID A. KOHLES, INC., PS RETIREMENT 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 |