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Plan Name | LEO KAPLAN, LTD. PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LEO KAPLAN, LTD. |
Employer identification number (EIN): | 132769851 |
NAIC Classification: | 453310 |
NAIC Description: | Used Merchandise Stores |
Additional information about LEO KAPLAN, LTD.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1977-07-26 |
Company Identification Number: | 442772 |
Legal Registered Office Address: |
116 E 27TH ST 3RD FLR New York NEW YORK United States of America (USA) 10016 |
More information about LEO KAPLAN, LTD.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-08-01 | ||||
002 | 2021-08-01 | ||||
002 | 2020-08-01 | ||||
002 | 2019-08-01 | ||||
002 | 2018-08-01 | ||||
002 | 2017-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2018-10-02 | |
002 | 2016-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2018-01-25 | |
002 | 2015-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2016-12-08 | |
002 | 2014-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2015-12-11 | |
002 | 2013-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2014-12-31 | |
002 | 2012-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2013-11-19 | |
002 | 2011-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2013-01-21 | |
002 | 2009-08-01 | ALAN KAPLAN | ALAN KAPLAN | 2011-05-12 |
Measure | Date | Value |
---|---|---|
2022: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2022-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 0 |
Total of all active and inactive participants | 2022-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-08-01 | 2 |
Total participants | 2022-08-01 | 4 |
Number of participants with account balances | 2022-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-08-01 | 0 |
2021: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
Total of all active and inactive participants | 2021-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 2 |
Total participants | 2021-08-01 | 4 |
Number of participants with account balances | 2021-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
2020: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
Total of all active and inactive participants | 2020-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 2 |
Total participants | 2020-08-01 | 4 |
Number of participants with account balances | 2020-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
2019: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
Total of all active and inactive participants | 2019-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 2 |
Total participants | 2019-08-01 | 4 |
Number of participants with account balances | 2019-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
2018: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
Total of all active and inactive participants | 2018-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 2 |
Total participants | 2018-08-01 | 4 |
Number of participants with account balances | 2018-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
2017: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
Total of all active and inactive participants | 2017-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 2 |
Total participants | 2017-08-01 | 4 |
Number of participants with account balances | 2017-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 0 |
2016: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
Total of all active and inactive participants | 2016-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 2 |
Total participants | 2016-08-01 | 4 |
Number of participants with account balances | 2016-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
2015: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
Total of all active and inactive participants | 2015-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 2 |
Total participants | 2015-08-01 | 4 |
Number of participants with account balances | 2015-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
2014: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
Total of all active and inactive participants | 2014-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 2 |
Total participants | 2014-08-01 | 4 |
Number of participants with account balances | 2014-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
2013: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 0 |
Total of all active and inactive participants | 2013-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 2 |
Total participants | 2013-08-01 | 4 |
Number of participants with account balances | 2013-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
2012: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 0 |
Total of all active and inactive participants | 2012-08-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 1 |
Total participants | 2012-08-01 | 4 |
Number of participants with account balances | 2012-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
2011: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 0 |
Total of all active and inactive participants | 2011-08-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 1 |
Total participants | 2011-08-01 | 4 |
Number of participants with account balances | 2011-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
2009: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
Total of all active and inactive participants | 2009-08-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 1 |
Total participants | 2009-08-01 | 4 |
Number of participants with account balances | 2009-08-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2023 401k financial data | ||
Total plan liabilities at beginning of year | 2023-07-31 | $0 |
Total income from all sources | 2023-07-31 | $217,122 |
Expenses. Total of all expenses incurred | 2023-07-31 | $746,375 |
Benefits paid (including direct rollovers) | 2023-07-31 | $743,975 |
Total plan assets at end of year | 2023-07-31 | $6,054,115 |
Total plan assets at beginning of year | 2023-07-31 | $6,583,368 |
Total contributions received or receivable from participants | 2023-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-07-31 | $0 |
Other income received | 2023-07-31 | $217,122 |
Net income (gross income less expenses) | 2023-07-31 | $-529,253 |
Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $6,054,115 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $6,583,368 |
Assets. Value of assets in partnership/joint-venture interests | 2023-07-31 | $1,491,912 |
Total contributions received or receivable from employer(s) | 2023-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-31 | $2,400 |
2022 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-07-31 | $0 |
Total plan liabilities at beginning of year | 2022-07-31 | $0 |
Total income from all sources | 2022-07-31 | $32,240 |
Expenses. Total of all expenses incurred | 2022-07-31 | $142,250 |
Benefits paid (including direct rollovers) | 2022-07-31 | $138,350 |
Total plan assets at end of year | 2022-07-31 | $6,583,368 |
Total plan assets at beginning of year | 2022-07-31 | $6,693,378 |
Total contributions received or receivable from participants | 2022-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-07-31 | $0 |
Other income received | 2022-07-31 | $32,240 |
Net income (gross income less expenses) | 2022-07-31 | $-110,010 |
Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $6,583,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $6,693,378 |
Assets. Value of assets in partnership/joint-venture interests | 2022-07-31 | $1,591,912 |
Total contributions received or receivable from employer(s) | 2022-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $3,900 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-07-31 | $0 |
2021 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-07-31 | $0 |
Total plan liabilities at beginning of year | 2021-07-31 | $0 |
Total income from all sources | 2021-07-31 | $1,118,896 |
Expenses. Total of all expenses incurred | 2021-07-31 | $33,450 |
Benefits paid (including direct rollovers) | 2021-07-31 | $33,450 |
Total plan assets at end of year | 2021-07-31 | $6,693,378 |
Total plan assets at beginning of year | 2021-07-31 | $5,607,932 |
Total contributions received or receivable from participants | 2021-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-07-31 | $0 |
Other income received | 2021-07-31 | $1,118,896 |
Net income (gross income less expenses) | 2021-07-31 | $1,085,446 |
Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $6,693,378 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $5,607,932 |
Assets. Value of assets in partnership/joint-venture interests | 2021-07-31 | $581,912 |
Total contributions received or receivable from employer(s) | 2021-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-07-31 | $0 |
2020 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-07-31 | $0 |
Total plan liabilities at beginning of year | 2020-07-31 | $0 |
Total income from all sources | 2020-07-31 | $-535,925 |
Expenses. Total of all expenses incurred | 2020-07-31 | $38,050 |
Benefits paid (including direct rollovers) | 2020-07-31 | $35,650 |
Total plan assets at end of year | 2020-07-31 | $5,607,932 |
Total plan assets at beginning of year | 2020-07-31 | $6,181,907 |
Total contributions received or receivable from participants | 2020-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-07-31 | $0 |
Other income received | 2020-07-31 | $-535,925 |
Net income (gross income less expenses) | 2020-07-31 | $-573,975 |
Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $5,607,932 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $6,181,907 |
Assets. Value of assets in partnership/joint-venture interests | 2020-07-31 | $10,957 |
Total contributions received or receivable from employer(s) | 2020-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $2,400 |
2019 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-07-31 | $0 |
Total plan liabilities at beginning of year | 2019-07-31 | $0 |
Total income from all sources | 2019-07-31 | $1,781,159 |
Expenses. Total of all expenses incurred | 2019-07-31 | $60,250 |
Benefits paid (including direct rollovers) | 2019-07-31 | $60,250 |
Total plan assets at end of year | 2019-07-31 | $6,181,907 |
Total plan assets at beginning of year | 2019-07-31 | $4,460,998 |
Total contributions received or receivable from participants | 2019-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-07-31 | $0 |
Other income received | 2019-07-31 | $1,781,159 |
Net income (gross income less expenses) | 2019-07-31 | $1,720,909 |
Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $6,181,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $4,460,998 |
Assets. Value of assets in partnership/joint-venture interests | 2019-07-31 | $343,274 |
Total contributions received or receivable from employer(s) | 2019-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-31 | $0 |
2018 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-07-31 | $0 |
Total plan liabilities at beginning of year | 2018-07-31 | $51,834 |
Total income from all sources | 2018-07-31 | $1,249,927 |
Expenses. Total of all expenses incurred | 2018-07-31 | $219,500 |
Benefits paid (including direct rollovers) | 2018-07-31 | $219,500 |
Total plan assets at end of year | 2018-07-31 | $4,460,998 |
Total plan assets at beginning of year | 2018-07-31 | $3,482,405 |
Total contributions received or receivable from participants | 2018-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-07-31 | $0 |
Other income received | 2018-07-31 | $1,248,677 |
Net income (gross income less expenses) | 2018-07-31 | $1,030,427 |
Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $4,460,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $3,430,571 |
Assets. Value of assets in partnership/joint-venture interests | 2018-07-31 | $340,416 |
Total contributions received or receivable from employer(s) | 2018-07-31 | $1,250 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-07-31 | $0 |
2017 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-07-31 | $0 |
Total plan liabilities at end of year | 2017-07-31 | $51,834 |
Total plan liabilities at beginning of year | 2017-07-31 | $121,833 |
Total income from all sources | 2017-07-31 | $297,519 |
Expenses. Total of all expenses incurred | 2017-07-31 | $208,200 |
Benefits paid (including direct rollovers) | 2017-07-31 | $208,200 |
Total plan assets at end of year | 2017-07-31 | $3,482,405 |
Total plan assets at beginning of year | 2017-07-31 | $3,463,085 |
Total contributions received or receivable from participants | 2017-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-07-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-07-31 | $0 |
Other income received | 2017-07-31 | $297,519 |
Noncash contributions received | 2017-07-31 | $0 |
Net income (gross income less expenses) | 2017-07-31 | $89,319 |
Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $3,430,571 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $3,341,252 |
Assets. Value of assets in partnership/joint-venture interests | 2017-07-31 | $399,526 |
Total contributions received or receivable from employer(s) | 2017-07-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-07-31 | $0 |
Value of corrective distributions | 2017-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $0 |
2016 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-07-31 | $121,833 |
Total plan liabilities at beginning of year | 2016-07-31 | $0 |
Total income from all sources | 2016-07-31 | $124,401 |
Expenses. Total of all expenses incurred | 2016-07-31 | $249,000 |
Benefits paid (including direct rollovers) | 2016-07-31 | $249,000 |
Total plan assets at end of year | 2016-07-31 | $3,463,085 |
Total plan assets at beginning of year | 2016-07-31 | $3,465,851 |
Total contributions received or receivable from participants | 2016-07-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-07-31 | $0 |
Other income received | 2016-07-31 | $124,401 |
Net income (gross income less expenses) | 2016-07-31 | $-124,599 |
Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $3,341,252 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $3,465,851 |
Assets. Value of assets in partnership/joint-venture interests | 2016-07-31 | $417,545 |
Total contributions received or receivable from employer(s) | 2016-07-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
2015 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-07-31 | $0 |
Total plan liabilities at beginning of year | 2015-07-31 | $0 |
Total income from all sources | 2015-07-31 | $446,975 |
Expenses. Total of all expenses incurred | 2015-07-31 | $204,733 |
Benefits paid (including direct rollovers) | 2015-07-31 | $204,733 |
Total plan assets at end of year | 2015-07-31 | $3,465,851 |
Total plan assets at beginning of year | 2015-07-31 | $3,223,609 |
Other income received | 2015-07-31 | $444,475 |
Net income (gross income less expenses) | 2015-07-31 | $242,242 |
Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $3,465,851 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $3,223,609 |
Assets. Value of assets in partnership/joint-venture interests | 2015-07-31 | $423,540 |
Total contributions received or receivable from employer(s) | 2015-07-31 | $2,500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
2014 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-07-31 | $0 |
Total plan liabilities at beginning of year | 2014-07-31 | $0 |
Total income from all sources | 2014-07-31 | $279,509 |
Expenses. Total of all expenses incurred | 2014-07-31 | $37,500 |
Benefits paid (including direct rollovers) | 2014-07-31 | $37,500 |
Total plan assets at end of year | 2014-07-31 | $3,223,609 |
Total plan assets at beginning of year | 2014-07-31 | $2,981,600 |
Other income received | 2014-07-31 | $279,509 |
Net income (gross income less expenses) | 2014-07-31 | $242,009 |
Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $3,223,609 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $2,981,600 |
Assets. Value of assets in partnership/joint-venture interests | 2014-07-31 | $400,596 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
2013 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-07-31 | $0 |
Total plan liabilities at beginning of year | 2013-07-31 | $0 |
Total income from all sources | 2013-07-31 | $382,701 |
Expenses. Total of all expenses incurred | 2013-07-31 | $85,000 |
Benefits paid (including direct rollovers) | 2013-07-31 | $85,000 |
Total plan assets at end of year | 2013-07-31 | $2,981,600 |
Total plan assets at beginning of year | 2013-07-31 | $2,683,899 |
Other income received | 2013-07-31 | $382,701 |
Net income (gross income less expenses) | 2013-07-31 | $297,701 |
Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $2,981,600 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $2,683,899 |
Assets. Value of assets in partnership/joint-venture interests | 2013-07-31 | $421,442 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
2012 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-07-31 | $0 |
Total plan liabilities at beginning of year | 2012-07-31 | $0 |
Total income from all sources | 2012-07-31 | $257,205 |
Expenses. Total of all expenses incurred | 2012-07-31 | $80,000 |
Benefits paid (including direct rollovers) | 2012-07-31 | $80,000 |
Total plan assets at end of year | 2012-07-31 | $2,683,899 |
Total plan assets at beginning of year | 2012-07-31 | $2,506,694 |
Other income received | 2012-07-31 | $257,205 |
Net income (gross income less expenses) | 2012-07-31 | $177,205 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $2,683,899 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $2,506,694 |
Assets. Value of assets in partnership/joint-venture interests | 2012-07-31 | $481,919 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
2011 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-07-31 | $0 |
Total plan liabilities at beginning of year | 2011-07-31 | $0 |
Total income from all sources | 2011-07-31 | $460,314 |
Expenses. Total of all expenses incurred | 2011-07-31 | $10,000 |
Benefits paid (including direct rollovers) | 2011-07-31 | $10,000 |
Total plan assets at end of year | 2011-07-31 | $2,506,694 |
Total plan assets at beginning of year | 2011-07-31 | $2,056,380 |
Other income received | 2011-07-31 | $434,014 |
Net income (gross income less expenses) | 2011-07-31 | $450,314 |
Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $2,506,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $2,056,380 |
Assets. Value of assets in partnership/joint-venture interests | 2011-07-31 | $455,719 |
Total contributions received or receivable from employer(s) | 2011-07-31 | $26,300 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
2010 : LEO KAPLAN, LTD. PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
2022: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-08-01 | Type of plan entity | Single employer plan |
2022-08-01 | Submission has been amended | No |
2022-08-01 | This submission is the final filing | No |
2022-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-08-01 | Plan is a collectively bargained plan | No |
2022-08-01 | Plan funding arrangement – Trust | Yes |
2022-08-01 | Plan benefit arrangement - Trust | Yes |
2021: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-08-01 | Type of plan entity | Single employer plan |
2021-08-01 | Submission has been amended | No |
2021-08-01 | This submission is the final filing | No |
2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-08-01 | Plan is a collectively bargained plan | No |
2021-08-01 | Plan funding arrangement – Trust | Yes |
2021-08-01 | Plan benefit arrangement - Trust | Yes |
2020: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-08-01 | Type of plan entity | Single employer plan |
2020-08-01 | Submission has been amended | No |
2020-08-01 | This submission is the final filing | No |
2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-08-01 | Plan is a collectively bargained plan | No |
2020-08-01 | Plan funding arrangement – Trust | Yes |
2020-08-01 | Plan benefit arrangement - Trust | Yes |
2019: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-08-01 | Type of plan entity | Single employer plan |
2019-08-01 | Submission has been amended | No |
2019-08-01 | This submission is the final filing | No |
2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-08-01 | Plan is a collectively bargained plan | No |
2019-08-01 | Plan funding arrangement – Trust | Yes |
2019-08-01 | Plan benefit arrangement - Trust | Yes |
2018: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-08-01 | Type of plan entity | Single employer plan |
2018-08-01 | Submission has been amended | No |
2018-08-01 | This submission is the final filing | No |
2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-08-01 | Plan is a collectively bargained plan | No |
2018-08-01 | Plan funding arrangement – Trust | Yes |
2018-08-01 | Plan benefit arrangement - Trust | Yes |
2017: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Submission has been amended | No |
2017-08-01 | This submission is the final filing | No |
2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-08-01 | Plan is a collectively bargained plan | No |
2017-08-01 | Plan funding arrangement – Trust | Yes |
2017-08-01 | Plan benefit arrangement - Trust | Yes |
2016: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Submission has been amended | No |
2016-08-01 | This submission is the final filing | No |
2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-08-01 | Plan is a collectively bargained plan | No |
2016-08-01 | Plan funding arrangement – Trust | Yes |
2016-08-01 | Plan benefit arrangement - Trust | Yes |
2015: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Submission has been amended | No |
2015-08-01 | This submission is the final filing | No |
2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-08-01 | Plan is a collectively bargained plan | No |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-08-01 | Plan is a collectively bargained plan | No |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Submission has been amended | No |
2013-08-01 | This submission is the final filing | No |
2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-08-01 | Plan is a collectively bargained plan | No |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-08-01 | Plan is a collectively bargained plan | No |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan is a collectively bargained plan | No |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2009: LEO KAPLAN, LTD. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |