JOHN B KILBANE & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $180,823 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $39,753 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $33,295 |
| Total plan assets at end of year | 2023-12-31 | $907,382 |
| Total plan assets at beginning of year | 2023-12-31 | $766,312 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $6,458 |
| Other income received | 2023-12-31 | $180,823 |
| Net income (gross income less expenses) | 2023-12-31 | $141,070 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $907,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $766,312 |
| 2022 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-410,941 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $59,578 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $51,903 |
| Total plan assets at end of year | 2022-12-31 | $766,312 |
| Total plan assets at beginning of year | 2022-12-31 | $1,236,831 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $7,675 |
| Other income received | 2022-12-31 | $-410,941 |
| Net income (gross income less expenses) | 2022-12-31 | $-470,519 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $766,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,236,831 |
| 2021 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $157,699 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $55,955 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $47,194 |
| Total plan assets at end of year | 2021-12-31 | $1,236,831 |
| Total plan assets at beginning of year | 2021-12-31 | $1,135,087 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $8,761 |
| Other income received | 2021-12-31 | $157,699 |
| Net income (gross income less expenses) | 2021-12-31 | $101,744 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,236,831 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,135,087 |
| 2020 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $247,089 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $44,525 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $37,557 |
| Total plan assets at end of year | 2020-12-31 | $1,135,087 |
| Total plan assets at beginning of year | 2020-12-31 | $932,523 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $6,968 |
| Other income received | 2020-12-31 | $247,089 |
| Net income (gross income less expenses) | 2020-12-31 | $202,564 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,135,087 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $932,523 |
| 2019 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $206,462 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $37,028 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $30,741 |
| Total plan assets at end of year | 2019-12-31 | $932,523 |
| Total plan assets at beginning of year | 2019-12-31 | $763,089 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $6,287 |
| Other income received | 2019-12-31 | $206,462 |
| Net income (gross income less expenses) | 2019-12-31 | $169,434 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $932,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $763,089 |
| 2018 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-101,060 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $41,109 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $34,161 |
| Total plan assets at end of year | 2018-12-31 | $763,089 |
| Total plan assets at beginning of year | 2018-12-31 | $905,258 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $6,948 |
| Other income received | 2018-12-31 | $-101,060 |
| Net income (gross income less expenses) | 2018-12-31 | $-142,169 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $763,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $905,258 |
| 2017 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $165,184 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $59,010 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $52,645 |
| Total plan assets at end of year | 2017-12-31 | $905,258 |
| Total plan assets at beginning of year | 2017-12-31 | $799,084 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $6,365 |
| Other income received | 2017-12-31 | $165,184 |
| Net income (gross income less expenses) | 2017-12-31 | $106,174 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $905,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $799,084 |
| 2016 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $73,203 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,546 |
| Total plan assets at end of year | 2016-12-31 | $799,084 |
| Total plan assets at beginning of year | 2016-12-31 | $731,427 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $5,546 |
| Other income received | 2016-12-31 | $73,203 |
| Net income (gross income less expenses) | 2016-12-31 | $67,657 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $799,084 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $731,427 |
| 2015 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-3,036 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,650 |
| Total plan assets at end of year | 2015-12-31 | $731,427 |
| Total plan assets at beginning of year | 2015-12-31 | $740,113 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,650 |
| Other income received | 2015-12-31 | $-3,036 |
| Net income (gross income less expenses) | 2015-12-31 | $-8,686 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $731,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $740,113 |
| 2014 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $61,075 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,270 |
| Total plan assets at end of year | 2014-12-31 | $740,113 |
| Total plan assets at beginning of year | 2014-12-31 | $684,308 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $5,270 |
| Other income received | 2014-12-31 | $61,075 |
| Net income (gross income less expenses) | 2014-12-31 | $55,805 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $740,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $684,308 |
| 2013 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $219,814 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,544 |
| Total plan assets at end of year | 2013-12-31 | $684,308 |
| Total plan assets at beginning of year | 2013-12-31 | $469,038 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $4,544 |
| Other income received | 2013-12-31 | $219,814 |
| Net income (gross income less expenses) | 2013-12-31 | $215,270 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $684,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $469,038 |
| 2012 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $61,534 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,336 |
| Total plan assets at end of year | 2012-12-31 | $469,038 |
| Total plan assets at beginning of year | 2012-12-31 | $410,840 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,336 |
| Other income received | 2012-12-31 | $61,534 |
| Net income (gross income less expenses) | 2012-12-31 | $58,198 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $469,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $410,840 |
| 2011 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,408 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,097 |
| Total plan assets at end of year | 2011-12-31 | $410,840 |
| Total plan assets at beginning of year | 2011-12-31 | $412,529 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,097 |
| Other income received | 2011-12-31 | $1,408 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,689 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $410,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $412,529 |
| 2010 : JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $88,793 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,643 |
| Total plan assets at end of year | 2010-12-31 | $412,529 |
| Total plan assets at beginning of year | 2010-12-31 | $326,379 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,643 |
| Other income received | 2010-12-31 | $88,793 |
| Net income (gross income less expenses) | 2010-12-31 | $86,150 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $412,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $326,379 |
| 2023: JOHN B KILBANE & ASSOCIATES INC 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: JOHN B KILBANE & ASSOCIATES INC 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: JOHN B KILBANE & ASSOCIATES INC 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: JOHN B KILBANE & ASSOCIATES INC 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: JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN B KILBANE & ASSOCIATES INC 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: JOHN B KILBANE & ASSOCIATES INC 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: JOHN B KILBANE & ASSOCIATES INC 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: JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN B KILBANE & ASSOCIATES INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |