401k Plan data: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN plan

KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN
Plan identification number	002

KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.

401k Sponsoring company profile

KAISER & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: KAISER & ASSOCIATES, LLC

Employer identification number (EIN): 953111068

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 THERESA K. SPENCER
002 2023-01-01
002 2023-01-01 THERESA K. SPENCER
002 2022-01-01
002 2022-01-01 THERESA K. SPENCER
002 2021-01-01
002 2021-01-01 THERESA K. SPENCER
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2017-01-01 THERESA K. SPENCER THERESA K. SPENCER 2018-08-31
002 2016-01-01 THERESA K. SPENCER THERESA K. SPENCER 2017-09-29
002 2015-01-01 THERESA K. SPENCER THERESA K. SPENCER 2016-09-13
002 2014-07-01 THERESA K. SPENCER THERESA K. SPENCER 2015-05-13
002 2013-07-01 THERESA K. SPENCER THERESA K. SPENCER 2014-12-23
002 2012-07-01 THERESA K. SPENCER 2014-01-06 THERESA K. SPENCER 2014-01-06
002 2011-07-01 THERESA K. SPENCER THERESA K. SPENCER 2012-11-15
002 2010-07-01 THERESA K. SPENCER THERESA K. SPENCER 2012-01-17
002 2009-07-01 THERESA K. SPENCER THERESA K. SPENCER 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	THERESA K. SPENCER
002	2023-01-01
002	2023-01-01	THERESA K. SPENCER
002	2022-01-01
002	2022-01-01	THERESA K. SPENCER
002	2021-01-01
002	2021-01-01	THERESA K. SPENCER
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2017-01-01	THERESA K. SPENCER		THERESA K. SPENCER	2018-08-31
002	2016-01-01	THERESA K. SPENCER		THERESA K. SPENCER	2017-09-29
002	2015-01-01	THERESA K. SPENCER		THERESA K. SPENCER	2016-09-13
002	2014-07-01	THERESA K. SPENCER		THERESA K. SPENCER	2015-05-13
002	2013-07-01	THERESA K. SPENCER		THERESA K. SPENCER	2014-12-23
002	2012-07-01	THERESA K. SPENCER	2014-01-06	THERESA K. SPENCER	2014-01-06
002	2011-07-01	THERESA K. SPENCER		THERESA K. SPENCER	2012-11-15
002	2010-07-01	THERESA K. SPENCER		THERESA K. SPENCER	2012-01-17
002	2009-07-01	THERESA K. SPENCER		THERESA K. SPENCER	2010-10-05

Plan Statistics for KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN

Measure Date Value
2023: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
2022: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
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 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 3
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 3
Number of participants with account balances 2014-07-01 3
2013: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 3
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 3
Number of participants with account balances 2013-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2011: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 3
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 3
Number of participants with account balances 2011-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 3
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 3
Number of participants with account balances 2010-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 3
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 3
Number of participants with account balances 2009-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2023: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
2022: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
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	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	3
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	3
Number of participants with account balances	2014-07-01	3
2013: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	3
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	3
Number of participants with account balances	2013-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2011: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	3
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	3
Number of participants with account balances	2011-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	3
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	3
Number of participants with account balances	2010-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	3
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	3
Number of participants with account balances	2009-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN

Measure	Date	Value
2023 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$287,037
Expenses. Total of all expenses incurred	2023-12-31	$1,890
Total plan assets at end of year	2023-12-31	$2,072,659
Total plan assets at beginning of year	2023-12-31	$1,787,512
Assets. Value of loans (other than to participants)	2023-12-31	$100,000
Other income received	2023-12-31	$287,037
Net income (gross income less expenses)	2023-12-31	$285,147
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,072,659
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,787,512
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$815,236
Assets. Value of real-estate (other than employer real property)	2023-12-31	$750,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,890
2022 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$251,538
Expenses. Total of all expenses incurred	2022-12-31	$446,889
Benefits paid (including direct rollovers)	2022-12-31	$444,454
Total plan assets at end of year	2022-12-31	$1,787,512
Total plan assets at beginning of year	2022-12-31	$1,982,863
Other income received	2022-12-31	$251,538
Net income (gross income less expenses)	2022-12-31	$-195,351
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,787,512
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,982,863
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$870,296
Assets. Value of real-estate (other than employer real property)	2022-12-31	$530,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,435
2021 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$83,415
Expenses. Total of all expenses incurred	2021-12-31	$6,433
Total plan assets at end of year	2021-12-31	$1,982,863
Total plan assets at beginning of year	2021-12-31	$1,905,881
Value of fidelity bond covering the plan	2021-12-31	$40,000
Other income received	2021-12-31	$83,415
Net income (gross income less expenses)	2021-12-31	$76,982
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,982,863
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,905,881
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$633,296
Assets. Value of real-estate (other than employer real property)	2021-12-31	$530,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$6,433
2020 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$109,484
Expenses. Total of all expenses incurred	2020-12-31	$5,138
Total plan assets at end of year	2020-12-31	$1,905,881
Total plan assets at beginning of year	2020-12-31	$1,801,535
Value of fidelity bond covering the plan	2020-12-31	$40,000
Other income received	2020-12-31	$109,484
Net income (gross income less expenses)	2020-12-31	$104,346
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,905,881
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,801,535
Assets. Value of participant loans	2020-12-31	$12,532
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$600,743
Assets. Value of real-estate (other than employer real property)	2020-12-31	$530,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,138
2019 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$182,380
Expenses. Total of all expenses incurred	2019-12-31	$3,425
Total plan assets at end of year	2019-12-31	$1,814,525
Total plan assets at beginning of year	2019-12-31	$1,635,570
Value of fidelity bond covering the plan	2019-12-31	$40,000
Other income received	2019-12-31	$150,955
Net income (gross income less expenses)	2019-12-31	$178,955
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,814,525
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,635,570
Assets. Value of participant loans	2019-12-31	$12,532
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$595,532
Assets. Value of real-estate (other than employer real property)	2019-12-31	$530,000
Total contributions received or receivable from employer(s)	2019-12-31	$31,425
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,425
2018 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$19,928
Expenses. Total of all expenses incurred	2018-12-31	$3,136
Total plan assets at end of year	2018-12-31	$1,635,570
Total plan assets at beginning of year	2018-12-31	$1,618,778
Value of fidelity bond covering the plan	2018-12-31	$40,000
Other income received	2018-12-31	$-3,297
Net income (gross income less expenses)	2018-12-31	$16,792
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,635,570
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,618,778
Assets. Value of participant loans	2018-12-31	$14,021
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$580,936
Total contributions received or receivable from employer(s)	2018-12-31	$23,225
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,136
2017 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$119,978
Expenses. Total of all expenses incurred	2017-12-31	$2,656
Total plan assets at end of year	2017-12-31	$1,618,778
Total plan assets at beginning of year	2017-12-31	$1,501,456
Value of fidelity bond covering the plan	2017-12-31	$40,000
Other income received	2017-12-31	$94,320
Net income (gross income less expenses)	2017-12-31	$117,322
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,618,778
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,501,456
Assets. Value of participant loans	2017-12-31	$23,639
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$589,744
Total contributions received or receivable from employer(s)	2017-12-31	$25,658
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,656
2016 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$214,663
Expenses. Total of all expenses incurred	2016-12-31	$2,374
Total plan assets at end of year	2016-12-31	$1,501,456
Total plan assets at beginning of year	2016-12-31	$1,289,167
Value of fidelity bond covering the plan	2016-12-31	$40,000
Assets. Value of loans (other than to participants)	2016-12-31	$0
Other income received	2016-12-31	$200,293
Net income (gross income less expenses)	2016-12-31	$212,289
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,501,456
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,289,167
Assets. Value of participant loans	2016-12-31	$32,850
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$617,527
Total contributions received or receivable from employer(s)	2016-12-31	$14,370
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,374
2015 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$112,476
Expenses. Total of all expenses incurred	2015-12-31	$2,362
Total plan assets at end of year	2015-12-31	$1,289,167
Total plan assets at beginning of year	2015-12-31	$1,179,053
Value of fidelity bond covering the plan	2015-12-31	$40,000
Assets. Value of loans (other than to participants)	2015-12-31	$75,000
Other income received	2015-12-31	$75,920
Net income (gross income less expenses)	2015-12-31	$110,114
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,289,167
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,179,053
Assets. Value of participant loans	2015-12-31	$18,181
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$580,787
Total contributions received or receivable from employer(s)	2015-12-31	$36,556
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,362
2014 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$29,074
Expenses. Total of all expenses incurred	2014-12-31	$1,165
Total plan assets at end of year	2014-12-31	$1,179,053
Total plan assets at beginning of year	2014-12-31	$1,151,144
Value of fidelity bond covering the plan	2014-12-31	$40,000
Assets. Value of loans (other than to participants)	2014-12-31	$75,000
Other income received	2014-12-31	$29,074
Net income (gross income less expenses)	2014-12-31	$27,909
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,179,053
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,151,144
Assets. Value of participant loans	2014-12-31	$23,291
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$533,075
Total contributions received or receivable from employer(s)	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,165
Total income from all sources	2014-06-30	$100,160
Expenses. Total of all expenses incurred	2014-06-30	$2,040
Total plan assets at end of year	2014-06-30	$1,151,144
Total plan assets at beginning of year	2014-06-30	$1,053,024
Value of fidelity bond covering the plan	2014-06-30	$40,000
Assets. Value of loans (other than to participants)	2014-06-30	$75,000
Other income received	2014-06-30	$85,160
Net income (gross income less expenses)	2014-06-30	$98,120
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,151,144
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,053,024
Assets. Value of participant loans	2014-06-30	$25,766
Assets. Value of assets in partnership/joint-venture interests	2014-06-30	$533,076
Total contributions received or receivable from employer(s)	2014-06-30	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$2,040
2012 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$64,695
Expenses. Total of all expenses incurred	2012-06-30	$1,286
Total plan assets at end of year	2012-06-30	$970,176
Total plan assets at beginning of year	2012-06-30	$906,767
Value of fidelity bond covering the plan	2012-06-30	$40,000
Assets. Value of loans (other than to participants)	2012-06-30	$95,000
Other income received	2012-06-30	$41,363
Net income (gross income less expenses)	2012-06-30	$63,409
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$970,176
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$906,767
Assets. Value of participant loans	2012-06-30	$12,806
Assets. Value of assets in partnership/joint-venture interests	2012-06-30	$541,147
Total contributions received or receivable from employer(s)	2012-06-30	$23,332
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$1,286
2011 : KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$114,155
Expenses. Total of all expenses incurred	2011-06-30	$1,092
Total plan assets at end of year	2011-06-30	$906,767
Total plan assets at beginning of year	2011-06-30	$793,704
Value of fidelity bond covering the plan	2011-06-30	$40,000
Assets. Value of loans (other than to participants)	2011-06-30	$75,000
Other income received	2011-06-30	$86,073
Net income (gross income less expenses)	2011-06-30	$113,063
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$906,767
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$793,704
Assets. Value of participant loans	2011-06-30	$23,205
Assets. Value of assets in partnership/joint-venture interests	2011-06-30	$541,147
Total contributions received or receivable from employer(s)	2011-06-30	$28,082
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$1,092

Form 5500 Responses for KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN

2023: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2011: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: KAISER & ASSOCIATES, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KAISER & ASSOCIATES, LLC
Employer identification number (EIN):	953111068
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings