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Plan Name | KERR PACIFIC COMPANIES 401(K) PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KERR PACIFIC CORPORATION |
Employer identification number (EIN): | 990111272 |
NAIC Classification: | 311200 |
NAIC Description: | Grain and Oilseed Milling |
Additional information about KERR PACIFIC CORPORATION
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2014-04-14 |
Company Identification Number: | 101232692 |
Legal Registered Office Address: |
1 SW COLUMBIA ST STE 900 PORTLAND United States of America (USA) 97258 |
More information about KERR PACIFIC CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2013-01-01 | CHRIS W. LABBE | |||
004 | 2012-01-01 | CHRIS W. LABBE | |||
004 | 2011-01-01 | CHRIS W. LABBE | |||
004 | 2010-01-01 | E. RANDOLPH LABBE | |||
004 | 2009-01-01 | PENSION PLANNERS NORTHWEST |
Measure | Date | Value |
---|---|---|
2013: KERR PACIFIC COMPANIES 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 318 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 270 |
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 | 94 |
Total of all active and inactive participants | 2013-01-01 | 364 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 365 |
Number of participants with account balances | 2013-01-01 | 357 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 15 |
2012: KERR PACIFIC COMPANIES 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 51 |
Total of all active and inactive participants | 2012-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 320 |
Number of participants with account balances | 2012-01-01 | 308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 20 |
2011: KERR PACIFIC COMPANIES 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 328 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 241 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 77 |
Total of all active and inactive participants | 2011-01-01 | 318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 319 |
Number of participants with account balances | 2011-01-01 | 263 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 20 |
2010: KERR PACIFIC COMPANIES 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 251 |
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 | 79 |
Total of all active and inactive participants | 2010-01-01 | 330 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 331 |
Number of participants with account balances | 2010-01-01 | 283 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 11 |
2009: KERR PACIFIC COMPANIES 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 227 |
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 | 60 |
Total of all active and inactive participants | 2009-01-01 | 287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 288 |
Number of participants with account balances | 2009-01-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 15 |
Measure | Date | Value |
---|---|---|
2013 : KERR PACIFIC COMPANIES 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $11,645 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $12,249 |
Total income from all sources (including contributions) | 2013-12-31 | $3,717,026 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $860,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $847,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,797,503 |
Value of total assets at end of year | 2013-12-31 | $15,506,263 |
Value of total assets at beginning of year | 2013-12-31 | $12,650,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $13,251 |
Total interest from all sources | 2013-12-31 | $11,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $11,645 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $933,616 |
Participant contributions at end of year | 2013-12-31 | $292,386 |
Participant contributions at beginning of year | 2013-12-31 | $240,690 |
Participant contributions at end of year | 2013-12-31 | $243 |
Participant contributions at beginning of year | 2013-12-31 | $-449 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $495,831 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $16 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $173 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $11,645 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $12,249 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,856,384 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $15,494,618 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,638,234 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,517,561 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,755,423 |
Interest on participant loans | 2013-12-31 | $11,183 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,684,465 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,645,410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,908,167 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $368,056 |
Employer contributions (assets) at end of year | 2013-12-31 | $11,592 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $9,409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $847,391 |
Contract administrator fees | 2013-12-31 | $1,606 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MACK, ROBERTS & CO., LLC |
Accountancy firm EIN | 2013-12-31 | 931159640 |
2012 : KERR PACIFIC COMPANIES 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,249 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,217,349 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $610,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $587,017 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,990,302 |
Value of total assets at end of year | 2012-12-31 | $12,650,483 |
Value of total assets at beginning of year | 2012-12-31 | $10,031,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $23,968 |
Total interest from all sources | 2012-12-31 | $10,268 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $21,998 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $900,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $830,305 |
Participant contributions at end of year | 2012-12-31 | $240,690 |
Participant contributions at beginning of year | 2012-12-31 | $262,930 |
Participant contributions at end of year | 2012-12-31 | $-449 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $831,321 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,208 |
Other income not declared elsewhere | 2012-12-31 | $30 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $12,249 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,606,364 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,638,234 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,031,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,755,423 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,562,900 |
Interest on participant loans | 2012-12-31 | $10,268 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,645,410 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,203,598 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,216,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $328,676 |
Employer contributions (assets) at end of year | 2012-12-31 | $9,409 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,234 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $587,017 |
Contract administrator fees | 2012-12-31 | $1,970 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MACK, ROBERTS & CO., LLC |
Accountancy firm EIN | 2012-12-31 | 931159640 |
2011 : KERR PACIFIC COMPANIES 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $418,406 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $378,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $359,815 |
Value of total corrective distributions | 2011-12-31 | $8,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $963,406 |
Value of total assets at end of year | 2011-12-31 | $10,031,870 |
Value of total assets at beginning of year | 2011-12-31 | $9,991,608 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,910 |
Total interest from all sources | 2011-12-31 | $10,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $7,942 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $900,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $721,812 |
Participant contributions at end of year | 2011-12-31 | $262,930 |
Participant contributions at beginning of year | 2011-12-31 | $217,682 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $-583 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $63,291 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,208 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $58 |
Other income not declared elsewhere | 2011-12-31 | $1,780 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $40,262 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,031,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,991,608 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,562,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,003,030 |
Interest on participant loans | 2011-12-31 | $10,968 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,203,598 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $771,025 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-557,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $178,303 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,234 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $396 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $359,815 |
Contract administrator fees | 2011-12-31 | $1,968 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MACK, ROBERTS & CO., LLC |
Accountancy firm EIN | 2011-12-31 | 931159640 |
2010 : KERR PACIFIC COMPANIES 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,837 |
Total income from all sources (including contributions) | 2010-12-31 | $2,259,190 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $234,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $209,819 |
Value of total corrective distributions | 2010-12-31 | $20,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,090,443 |
Value of total assets at end of year | 2010-12-31 | $9,991,608 |
Value of total assets at beginning of year | 2010-12-31 | $7,974,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,193 |
Total interest from all sources | 2010-12-31 | $9,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $3,195 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $900,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $693,209 |
Participant contributions at end of year | 2010-12-31 | $217,682 |
Participant contributions at beginning of year | 2010-12-31 | $181,614 |
Participant contributions at end of year | 2010-12-31 | $-583 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $230,486 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $58 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $26 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $7,837 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,024,757 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,991,608 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,966,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,003,030 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,540,784 |
Interest on participant loans | 2010-12-31 | $9,573 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $536,142 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $771,025 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $716,122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,159,174 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $166,748 |
Employer contributions (assets) at end of year | 2010-12-31 | $396 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $209,819 |
Contract administrator fees | 2010-12-31 | $998 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MACK, ROBERTS & CO., LLC |
Accountancy firm EIN | 2010-12-31 | 931159640 |
2009 : KERR PACIFIC COMPANIES 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: KERR PACIFIC COMPANIES 401(K) 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 – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: KERR PACIFIC COMPANIES 401(K) 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 – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: KERR PACIFIC COMPANIES 401(K) 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 – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: KERR PACIFIC COMPANIES 401(K) 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 – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: KERR PACIFIC COMPANIES 401(K) 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 – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |