KUEHNE & NAGEL INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : KUEHNE & NAGEL 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-37,288,938 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $34,084,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $33,476,765 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $49,233,252 |
Value of total assets at end of year | 2022-12-31 | $422,262,631 |
Value of total assets at beginning of year | 2022-12-31 | $493,635,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $607,540 |
Total interest from all sources | 2022-12-31 | $330,365 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $23,780,440 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $23,780,440 |
Administrative expenses professional fees incurred | 2022-12-31 | $12,235 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $31,563,826 |
Participant contributions at end of year | 2022-12-31 | $8,602,053 |
Participant contributions at beginning of year | 2022-12-31 | $8,518,908 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,334,995 |
Administrative expenses (other) incurred | 2022-12-31 | $539,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-71,373,243 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $422,262,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $493,635,874 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $55,855 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $362,051,517 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $439,345,142 |
Interest on participant loans | 2022-12-31 | $330,365 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $51,609,061 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $45,771,824 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-111,518,039 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $885,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $15,334,431 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $33,476,765 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAZARS USA LLP |
Accountancy firm EIN | 2022-12-31 | 131459550 |
2021 : KUEHNE & NAGEL 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $110,302,455 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $40,115,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $39,566,112 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,461 |
Value of total corrective distributions | 2021-12-31 | $1,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $49,566,437 |
Value of total assets at end of year | 2021-12-31 | $493,635,874 |
Value of total assets at beginning of year | 2021-12-31 | $423,448,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $546,863 |
Total interest from all sources | 2021-12-31 | $370,616 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $30,172,355 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $30,172,355 |
Administrative expenses professional fees incurred | 2021-12-31 | $50,493 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $28,371,736 |
Participant contributions at end of year | 2021-12-31 | $8,518,908 |
Participant contributions at beginning of year | 2021-12-31 | $8,871,912 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,701,628 |
Other income not declared elsewhere | 2021-12-31 | $523,799 |
Administrative expenses (other) incurred | 2021-12-31 | $496,370 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $70,186,985 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $493,635,874 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $423,448,889 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $439,345,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $368,482,989 |
Interest on participant loans | 2021-12-31 | $370,616 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $45,771,824 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $46,093,988 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $28,823,760 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $845,488 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $17,493,073 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $39,566,112 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : KUEHNE & NAGEL 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $8,579,221 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $94,172,570 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $36,252,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $35,763,535 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $33,925,092 |
Value of total assets at end of year | 2020-12-31 | $423,454,464 |
Value of total assets at beginning of year | 2020-12-31 | $356,954,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $488,338 |
Total interest from all sources | 2020-12-31 | $384,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $15,289,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $15,289,911 |
Administrative expenses professional fees incurred | 2020-12-31 | $1,200 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $24,218,591 |
Participant contributions at end of year | 2020-12-31 | $8,877,487 |
Participant contributions at beginning of year | 2020-12-31 | $8,637,183 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,074,703 |
Other income not declared elsewhere | 2020-12-31 | $384,045 |
Administrative expenses (other) incurred | 2020-12-31 | $487,138 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $57,920,492 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $423,454,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $356,954,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $368,482,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $309,440,389 |
Interest on participant loans | 2020-12-31 | $384,727 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $46,093,988 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $38,877,179 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $43,201,018 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $987,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $6,631,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $35,763,535 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2020-12-31 | 113518842 |
2019 : KUEHNE & NAGEL 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $102,826,080 |
Total income from all sources (including contributions) | 2019-12-31 | $102,826,080 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $28,310,237 |
Total of all expenses incurred | 2019-12-31 | $28,310,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $27,817,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $27,817,008 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $4,862 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $4,862 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $40,960,684 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $40,960,684 |
Value of total assets at end of year | 2019-12-31 | $356,954,751 |
Value of total assets at end of year | 2019-12-31 | $356,954,751 |
Value of total assets at beginning of year | 2019-12-31 | $282,438,908 |
Value of total assets at beginning of year | 2019-12-31 | $282,438,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $488,367 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $488,367 |
Total interest from all sources | 2019-12-31 | $389,883 |
Total interest from all sources | 2019-12-31 | $389,883 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $13,535,160 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $13,535,160 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $13,535,160 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,500 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,500 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $24,157,086 |
Contributions received from participants | 2019-12-31 | $24,157,086 |
Participant contributions at end of year | 2019-12-31 | $8,637,183 |
Participant contributions at end of year | 2019-12-31 | $8,637,183 |
Participant contributions at beginning of year | 2019-12-31 | $7,851,402 |
Participant contributions at beginning of year | 2019-12-31 | $7,851,402 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,378,226 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,378,226 |
Other income not declared elsewhere | 2019-12-31 | $344,304 |
Other income not declared elsewhere | 2019-12-31 | $344,304 |
Administrative expenses (other) incurred | 2019-12-31 | $486,867 |
Administrative expenses (other) incurred | 2019-12-31 | $486,867 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $74,515,843 |
Value of net income/loss | 2019-12-31 | $74,515,843 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $356,954,751 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $356,954,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $282,438,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $282,438,908 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $309,440,389 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $309,440,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $238,809,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $238,809,900 |
Interest on participant loans | 2019-12-31 | $389,883 |
Interest on participant loans | 2019-12-31 | $389,883 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $38,877,179 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $35,777,606 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $35,777,606 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $46,739,911 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $46,739,911 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $856,138 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $856,138 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $13,425,372 |
Contributions received in cash from employer | 2019-12-31 | $13,425,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $27,817,008 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $27,817,008 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARKS PANETH LLP |
Accountancy firm name | 2019-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2019-12-31 | 113518842 |
Accountancy firm EIN | 2019-12-31 | 113518842 |
2018 : KUEHNE & NAGEL 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $20,690,238 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $19,032,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $18,975,517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $36,030,877 |
Value of total assets at end of year | 2018-12-31 | $282,438,908 |
Value of total assets at beginning of year | 2018-12-31 | $280,781,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $57,420 |
Total interest from all sources | 2018-12-31 | $282,193 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $17,479,793 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $17,479,793 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,800 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $20,733,422 |
Participant contributions at end of year | 2018-12-31 | $7,851,402 |
Participant contributions at beginning of year | 2018-12-31 | $6,495,270 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,675,403 |
Other income not declared elsewhere | 2018-12-31 | $119,707 |
Administrative expenses (other) incurred | 2018-12-31 | $55,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,657,301 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $282,438,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $280,781,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $238,809,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $242,543,854 |
Interest on participant loans | 2018-12-31 | $282,193 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $35,777,606 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $31,742,483 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-33,952,786 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $730,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $11,622,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $18,975,517 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2018-12-31 | 113518842 |
2017 : KUEHNE & NAGEL 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $68,219,771 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $15,387,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,298,808 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $28,236,689 |
Value of total assets at end of year | 2017-12-31 | $280,781,607 |
Value of total assets at beginning of year | 2017-12-31 | $227,949,355 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $88,711 |
Total interest from all sources | 2017-12-31 | $211,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $13,144,343 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $13,144,343 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $17,174,701 |
Participant contributions at end of year | 2017-12-31 | $6,495,270 |
Participant contributions at beginning of year | 2017-12-31 | $6,317,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,170,616 |
Other income not declared elsewhere | 2017-12-31 | $62,863 |
Administrative expenses (other) incurred | 2017-12-31 | $32,497 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $52,832,252 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $280,781,607 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $227,949,355 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $56,214 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $242,543,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $165,245,429 |
Interest on participant loans | 2017-12-31 | $211,063 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $31,742,483 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $56,386,616 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $25,593,108 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $971,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,891,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,298,808 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2017-12-31 | 113518842 |
2016 : KUEHNE & NAGEL 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $40,411,360 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $18,265,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $18,200,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $24,827,253 |
Value of total assets at end of year | 2016-12-31 | $227,949,355 |
Value of total assets at beginning of year | 2016-12-31 | $205,803,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $65,513 |
Total interest from all sources | 2016-12-31 | $219,773 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,689,622 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $6,689,622 |
Administrative expenses professional fees incurred | 2016-12-31 | $43,163 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $14,629,764 |
Participant contributions at end of year | 2016-12-31 | $6,317,310 |
Participant contributions at beginning of year | 2016-12-31 | $8,027,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,730,328 |
Administrative expenses (other) incurred | 2016-12-31 | $22,350 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $22,145,781 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $227,949,355 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $205,803,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $165,245,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $146,224,542 |
Interest on participant loans | 2016-12-31 | $219,773 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $56,386,616 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $51,551,868 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,649,086 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,025,626 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $8,467,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $18,200,066 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2016-12-31 | 113518842 |
2015 : KUEHNE & NAGEL 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $24,886,456 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $16,188,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $16,114,111 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $24,420,365 |
Value of total assets at end of year | 2015-12-31 | $205,803,574 |
Value of total assets at beginning of year | 2015-12-31 | $197,105,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $72,791 |
Total interest from all sources | 2015-12-31 | $250,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $7,799,808 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $7,799,808 |
Administrative expenses professional fees incurred | 2015-12-31 | $28,750 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $13,587,256 |
Participant contributions at end of year | 2015-12-31 | $8,027,164 |
Participant contributions at beginning of year | 2015-12-31 | $7,757,470 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,027,446 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $49,499 |
Administrative expenses (other) incurred | 2015-12-31 | $44,041 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $8,697,776 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $205,803,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $197,105,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $146,224,542 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $137,040,552 |
Interest on participant loans | 2015-12-31 | $250,612 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $51,551,868 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $52,258,277 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-7,320,075 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-264,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,805,663 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $16,114,111 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2015-12-31 | 113518842 |
2014 : KUEHNE & NAGEL 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $32,301,094 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $17,287,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $17,246,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $22,179,291 |
Value of total assets at end of year | 2014-12-31 | $197,105,798 |
Value of total assets at beginning of year | 2014-12-31 | $182,091,718 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,699 |
Total interest from all sources | 2014-12-31 | $232,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $8,216,960 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $8,216,960 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $12,247,483 |
Participant contributions at end of year | 2014-12-31 | $7,757,470 |
Participant contributions at beginning of year | 2014-12-31 | $7,035,306 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,124,690 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $49,499 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $40,699 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $15,014,080 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $197,105,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $182,091,718 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $137,040,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $126,583,667 |
Interest on participant loans | 2014-12-31 | $232,649 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $52,258,277 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $48,472,745 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-1,567,959 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,240,153 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,807,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $17,246,315 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2014-12-31 | 113518842 |
2013 : KUEHNE & NAGEL 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $47,670,792 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $13,145,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $13,108,759 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $20,046,311 |
Value of total assets at end of year | 2013-12-31 | $182,222,660 |
Value of total assets at beginning of year | 2013-12-31 | $147,697,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $37,197 |
Total interest from all sources | 2013-12-31 | $219,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,504,524 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $4,504,524 |
Administrative expenses professional fees incurred | 2013-12-31 | $1,050 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
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 | $11,260,665 |
Participant contributions at end of year | 2013-12-31 | $7,035,306 |
Participant contributions at beginning of year | 2013-12-31 | $6,428,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,526,699 |
Administrative expenses (other) incurred | 2013-12-31 | $36,147 |
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 | $34,524,836 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $182,222,660 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $147,697,824 |
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 | $126,699,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $99,164,353 |
Interest on participant loans | 2013-12-31 | $219,570 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $48,487,683 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $42,104,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $18,088,712 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $4,811,675 |
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 | $7,258,947 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $13,108,759 |
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 | FISCHER BARR & WISSINGER, LLC |
Accountancy firm EIN | 2013-12-31 | 273115411 |
2012 : KUEHNE & NAGEL 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 | $0 |
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 | $34,841,181 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $8,699,238 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,668,994 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $18,812,952 |
Value of total assets at end of year | 2012-12-31 | $147,697,824 |
Value of total assets at beginning of year | 2012-12-31 | $121,555,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $30,244 |
Total interest from all sources | 2012-12-31 | $188,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,665,606 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,665,606 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
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 | $10,359,809 |
Participant contributions at end of year | 2012-12-31 | $6,428,802 |
Participant contributions at beginning of year | 2012-12-31 | $5,571,321 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,353,248 |
Administrative expenses (other) incurred | 2012-12-31 | $30,244 |
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 | $26,141,943 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $147,697,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $121,555,881 |
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 | $99,164,353 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $79,961,126 |
Interest on participant loans | 2012-12-31 | $188,831 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $42,104,669 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $36,023,434 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $10,208,579 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,965,213 |
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 | $7,099,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,668,994 |
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 | FISCHER BARR & WISSINGER, LLC |
Accountancy firm EIN | 2012-12-31 | 273115411 |
2011 : KUEHNE & NAGEL 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 | $14,384,873 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $9,757,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $9,729,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $15,438,564 |
Value of total assets at end of year | 2011-12-31 | $121,555,881 |
Value of total assets at beginning of year | 2011-12-31 | $116,928,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $27,040 |
Total interest from all sources | 2011-12-31 | $183,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,647,967 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,647,967 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
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 | $9,783,452 |
Participant contributions at end of year | 2011-12-31 | $5,571,321 |
Participant contributions at beginning of year | 2011-12-31 | $5,202,392 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,047,932 |
Administrative expenses (other) incurred | 2011-12-31 | $27,040 |
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 | $4,627,857 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $121,555,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $116,928,024 |
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 | $79,961,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $77,035,778 |
Interest on participant loans | 2011-12-31 | $183,736 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $36,023,434 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $34,689,854 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-3,782,345 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $896,951 |
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 | $4,607,180 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $9,729,976 |
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 | FISCHER BARR & WISSINGER, LLC |
Accountancy firm EIN | 2011-12-31 | 273115411 |
2010 : KUEHNE & NAGEL 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 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $26,276,988 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $7,334,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,867,804 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $436,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $13,804,807 |
Value of total assets at end of year | 2010-12-31 | $116,928,024 |
Value of total assets at beginning of year | 2010-12-31 | $97,985,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $29,536 |
Total interest from all sources | 2010-12-31 | $199,916 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,279,408 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,279,408 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
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 | $8,874,875 |
Participant contributions at end of year | 2010-12-31 | $5,202,392 |
Participant contributions at beginning of year | 2010-12-31 | $4,384,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $639,985 |
Other income not declared elsewhere | 2010-12-31 | $20,676 |
Administrative expenses (other) incurred | 2010-12-31 | $29,536 |
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 | $18,942,771 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $116,928,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $97,985,253 |
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 | $77,035,778 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $62,380,685 |
Interest on participant loans | 2010-12-31 | $199,916 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $34,689,854 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $31,220,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $8,295,040 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,677,141 |
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 | $4,289,947 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,867,804 |
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 | R WERTHEIM & CO |
Accountancy firm EIN | 2010-12-31 | 134035731 |
2009 : KUEHNE & NAGEL 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |