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EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number 001

EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING 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
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

EDWARD J. KRUPICKA has sponsored the creation of one or more 401k plans.

Company Name:EDWARD J. KRUPICKA
Employer identification number (EIN):930815921
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01EDWARD J KRUPICKA2023-10-16
0012021-01-01EDWARD J KRUPICKA2022-07-07 EDWARD J KRUPICKA2022-07-07
0012020-01-01EDWARD J KRUPICKA2021-07-16 EDWARD J KRUPICKA2021-07-16
0012019-01-01EDWARD J KRUPICKA2020-10-12
0012018-01-01EDWARD J KRUPICKA2019-10-04 EDWARD J KRUPICKA2019-10-04
0012017-01-01EDWARD J KRUPICKA2018-07-23
0012016-01-01EDWARD KRUPICKA2017-06-27
0012015-01-01EDWARD KRUPICKA2016-06-20
0012014-01-01EDWARD KRUPICKA2015-07-14
0012013-01-01EDWARD KRUPICKA2014-06-16 EDWARD KRUPICKA2014-06-16
0012012-01-01EDWARD KRUPICKA2013-06-12 EDWARD KRUPICKA2013-06-12
0012011-01-01EDWARD KRUPICKA2012-05-08 EDWARD KRUPICKA2012-05-08
0012010-01-01EDWARD KRUPICKA2011-06-07 EDWARD KRUPICKA2011-06-07

Plan Statistics for EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2024: EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-154
Total number of particpants at end of year2024-10-154
Number of Participants With Account Balances2024-10-154
2022: EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-073
Total number of particpants at end of year2022-07-074
Number of Participants With Account Balances2022-07-074

Financial Data on EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2024 : EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1581432
Net assets as of the end of the plan year2024-10-152180461
Total assets as of the beginning of the plan year2024-10-152195690
Value of plan covered by a fidelity bond2024-10-15170000
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1556203
Plan net income in this plan year2024-10-15-15229
Net assets as of the end of the plan year2024-10-152180461
Net assets as of the beginning of the plan year2024-10-152195690
Employer contributions to plan in this plan year2024-10-1510000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2022 : EDWARD J. KRUPICKA AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0789988
Net assets as of the end of the plan year2022-07-072299792
Total assets as of the beginning of the plan year2022-07-071958533
Value of plan covered by a fidelity bond2022-07-07170000
Other income to plan in this plan year2022-07-07385933
Plan net income in this plan year2022-07-07341259
Net assets as of the end of the plan year2022-07-072299792
Net assets as of the beginning of the plan year2022-07-071958533
Employer contributions to plan in this plan year2022-07-0745314

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