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KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 401k Plan overview

Plan NameKIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN
Plan identification number 003

KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

KIRKWOOD HOLDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:KIRKWOOD HOLDING, INC.
Employer identification number (EIN):201657242
NAIC Classification:333610

Additional information about KIRKWOOD HOLDING, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2004-07-12
Company Identification Number: 1476116
Legal Registered Office Address: 1239 ROCKSIDE ROAD
-
CLEVELAND
United States of America (USA)
44134

More information about KIRKWOOD HOLDING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MADONNA ROSS
0032016-01-01MADONNA ROSS MADONNA ROSS2017-10-09
0032015-01-01MADONNA ROSS
0032014-01-01MADONNA ROSS
0032013-01-01MADONNA ROSS MADONNA ROSS2014-10-08
0032012-01-01MADONNA ROSS MADONNA ROSS2013-10-04
0032011-01-01MADONNA ROSS
0032009-01-01
0032009-01-01MADONNA ROSS

Plan Statistics for KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN

401k plan membership statisitcs for KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN

Measure Date Value
2022: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01119
Number of participants with account balances2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01128
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01131
Number of participants with account balances2021-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01159
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01126
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01162
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01161
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01170
Total number of active participants reported on line 7a of the Form 55002017-01-01144
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01148
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01115
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01118
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01114
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0199
Total number of active participants reported on line 7a of the Form 55002012-01-0190
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0193
Number of participants with account balances2012-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01109
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0199
Number of participants with account balances2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01159
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01132
Number of participants with account balances2009-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN

Measure Date Value
2022 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$237,465
Total unrealized appreciation/depreciation of assets2022-12-31$237,465
Total transfer of assets from this plan2022-12-31$152,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,855,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,618,570
Expenses. Interest paid2022-12-31$87,361
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$87,361
Total income from all sources (including contributions)2022-12-31$1,088,315
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,882,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,795,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$525,000
Value of total assets at end of year2022-12-31$28,025,421
Value of total assets at beginning of year2022-12-31$29,735,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$443
Total non interest bearing cash at beginning of year2022-12-31$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-794,518
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,170,340
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,117,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$28,024,978
Assets. Invements in employer securities at beginning of year2022-12-31$29,735,472
Contributions received in cash from employer2022-12-31$525,000
Income. Dividends from common stock2022-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,795,472
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$7,855,081
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$8,618,570
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2022-12-31340677006
2021 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,834,645
Total unrealized appreciation/depreciation of assets2021-12-31$1,834,645
Total transfer of assets from this plan2021-12-31$244,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,618,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,374,375
Expenses. Interest paid2021-12-31$95,046
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$95,046
Total income from all sources (including contributions)2021-12-31$2,685,495
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$354,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$259,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$525,000
Value of total assets at end of year2021-12-31$29,735,915
Value of total assets at beginning of year2021-12-31$28,405,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Total non interest bearing cash at end of year2021-12-31$443
Total non interest bearing cash at beginning of year2021-12-31$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,330,922
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,117,345
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,031,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$29,735,472
Assets. Invements in employer securities at beginning of year2021-12-31$28,405,347
Contributions received in cash from employer2021-12-31$525,000
Income. Dividends from common stock2021-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$259,527
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$8,618,570
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$9,374,375
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2021-12-31340677006
2020 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,648,233
Total unrealized appreciation/depreciation of assets2020-12-31$5,648,233
Total transfer of assets from this plan2020-12-31$162,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,374,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,122,314
Expenses. Interest paid2020-12-31$102,910
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$102,910
Total income from all sources (including contributions)2020-12-31$6,499,083
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,738,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,635,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$525,000
Value of total assets at end of year2020-12-31$28,405,790
Value of total assets at beginning of year2020-12-31$25,555,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Total non interest bearing cash at end of year2020-12-31$443
Total non interest bearing cash at beginning of year2020-12-31$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,760,798
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,031,415
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,433,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$28,405,347
Assets. Invements in employer securities at beginning of year2020-12-31$25,555,145
Contributions received in cash from employer2020-12-31$525,000
Income. Dividends from common stock2020-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,635,375
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$9,374,375
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$10,122,314
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2020-12-31340677006
2019 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$158,829
Total unrealized appreciation/depreciation of assets2019-12-31$158,829
Total transfer of assets from this plan2019-12-31$150,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,122,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,863,025
Expenses. Interest paid2019-12-31$110,139
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$110,139
Total income from all sources (including contributions)2019-12-31$1,009,679
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$877,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$767,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$525,000
Value of total assets at end of year2019-12-31$25,555,588
Value of total assets at beginning of year2019-12-31$26,315,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Total non interest bearing cash at end of year2019-12-31$443
Total non interest bearing cash at beginning of year2019-12-31$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$131,789
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,433,274
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,452,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$25,555,145
Assets. Invements in employer securities at beginning of year2019-12-31$26,314,894
Contributions received in cash from employer2019-12-31$525,000
Income. Dividends from common stock2019-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$767,751
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$10,122,314
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$10,863,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2019-12-31340677006
2018 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,448,890
Total unrealized appreciation/depreciation of assets2018-12-31$1,448,890
Total transfer of assets from this plan2018-12-31$110,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,863,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,596,434
Expenses. Interest paid2018-12-31$117,543
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$117,543
Total income from all sources (including contributions)2018-12-31$2,299,740
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$704,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$587,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$525,000
Value of total assets at end of year2018-12-31$26,315,337
Value of total assets at beginning of year2018-12-31$25,564,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Total non interest bearing cash at end of year2018-12-31$443
Total non interest bearing cash at beginning of year2018-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,595,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,452,312
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,967,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$26,314,894
Assets. Invements in employer securities at beginning of year2018-12-31$25,563,838
Contributions received in cash from employer2018-12-31$525,000
Income. Dividends from common stock2018-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$587,184
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$10,863,025
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$11,596,434
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2018-12-31340677006
2017 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,713,677
Total unrealized appreciation/depreciation of assets2017-12-31$3,713,677
Total transfer of assets from this plan2017-12-31$179,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,596,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,322,376
Expenses. Interest paid2017-12-31$124,908
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$124,908
Total income from all sources (including contributions)2017-12-31$4,564,527
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$894,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$769,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$525,000
Value of total assets at end of year2017-12-31$25,564,383
Value of total assets at beginning of year2017-12-31$22,800,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Total non interest bearing cash at end of year2017-12-31$545
Total non interest bearing cash at beginning of year2017-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,669,891
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,967,949
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,477,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$25,563,838
Assets. Invements in employer securities at beginning of year2017-12-31$22,799,789
Contributions received in cash from employer2017-12-31$525,000
Income. Dividends from common stock2017-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$769,728
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$11,596,434
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$12,322,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2017-12-31340677006
2016 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,339,596
Total unrealized appreciation/depreciation of assets2016-12-31$-1,339,596
Total transfer of assets from this plan2016-12-31$115,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,322,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,040,666
Expenses. Interest paid2016-12-31$132,560
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$132,560
Total income from all sources (including contributions)2016-12-31$-488,746
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$482,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$349,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$525,000
Value of total assets at end of year2016-12-31$22,800,334
Value of total assets at beginning of year2016-12-31$24,604,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Total non interest bearing cash at end of year2016-12-31$545
Total non interest bearing cash at beginning of year2016-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-971,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,477,958
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,564,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$22,799,789
Assets. Invements in employer securities at beginning of year2016-12-31$24,604,284
Contributions received in cash from employer2016-12-31$525,000
Income. Dividends from common stock2016-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$349,801
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$12,322,376
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$13,040,666
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2016-12-31340677006
2015 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,681,880
Total unrealized appreciation/depreciation of assets2015-12-31$1,681,880
Total transfer of assets from this plan2015-12-31$243,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,040,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,752,085
Expenses. Interest paid2015-12-31$139,431
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$139,431
Total income from all sources (including contributions)2015-12-31$2,532,730
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$474,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$335,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$525,000
Value of total assets at end of year2015-12-31$24,604,829
Value of total assets at beginning of year2015-12-31$23,501,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Total non interest bearing cash at end of year2015-12-31$545
Total non interest bearing cash at beginning of year2015-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,057,847
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,564,163
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,749,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$24,604,284
Assets. Invements in employer securities at beginning of year2015-12-31$23,500,962
Contributions received in cash from employer2015-12-31$525,000
Income. Dividends from common stock2015-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$335,452
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$13,040,666
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$13,752,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2015-12-31340677006
2014 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,232,989
Total unrealized appreciation/depreciation of assets2014-12-31$1,232,989
Total transfer of assets from this plan2014-12-31$253,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,752,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,456,364
Expenses. Interest paid2014-12-31$146,571
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$146,571
Total income from all sources (including contributions)2014-12-31$2,083,839
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$727,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$581,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$525,000
Value of total assets at end of year2014-12-31$23,501,507
Value of total assets at beginning of year2014-12-31$23,103,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Total non interest bearing cash at end of year2014-12-31$545
Total non interest bearing cash at beginning of year2014-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,356,073
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,749,422
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,647,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$23,500,962
Assets. Invements in employer securities at beginning of year2014-12-31$23,102,819
Contributions received in cash from employer2014-12-31$525,000
Income. Dividends from common stock2014-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$581,195
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$13,752,085
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$14,456,364
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2014-12-31340677006
2013 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$211,600
Total unrealized appreciation/depreciation of assets2013-12-31$211,600
Total transfer of assets from this plan2013-12-31$175,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,456,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,153,574
Expenses. Interest paid2013-12-31$153,640
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$153,640
Total income from all sources (including contributions)2013-12-31$1,062,450
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$990,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$837,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$525,000
Value of total assets at end of year2013-12-31$23,103,364
Value of total assets at beginning of year2013-12-31$23,904,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Total non interest bearing cash at end of year2013-12-31$545
Total non interest bearing cash at beginning of year2013-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$71,708
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,647,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,751,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$23,102,819
Assets. Invements in employer securities at beginning of year2013-12-31$23,904,203
Contributions received in cash from employer2013-12-31$525,000
Income. Dividends from common stock2013-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$837,102
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$14,456,364
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$15,153,574
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2013-12-31340677006
2012 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-113,003
Total plan liabilities at end of year2012-12-31$15,153,574
Total plan liabilities at beginning of year2012-12-31$15,843,350
Total income from all sources2012-12-31$3,301,532
Expenses. Total of all expenses incurred2012-12-31$996,312
Benefits paid (including direct rollovers)2012-12-31$835,238
Total plan assets at end of year2012-12-31$23,904,748
Total plan assets at beginning of year2012-12-31$22,402,307
Value of fidelity bond covering the plan2012-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$161,074
Other income received2012-12-31$2,776,532
Net income (gross income less expenses)2012-12-31$2,305,220
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,751,174
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,558,957
Assets. Value of employer securities2012-12-31$23,904,203
Total contributions received or receivable from employer(s)2012-12-31$525,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,426,330
Total unrealized appreciation/depreciation of assets2011-12-31$1,426,330
Total transfer of assets from this plan2011-12-31$230,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,843,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,526,713
Expenses. Interest paid2011-12-31$167,487
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$167,487
Total income from all sources (including contributions)2011-12-31$2,277,180
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$759,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$591,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$525,000
Value of total assets at end of year2011-12-31$22,402,307
Value of total assets at beginning of year2011-12-31$21,797,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Total non interest bearing cash at end of year2011-12-31$545
Total non interest bearing cash at beginning of year2011-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,517,946
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,558,957
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,271,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$22,401,762
Assets. Invements in employer securities at beginning of year2011-12-31$21,797,179
Contributions received in cash from employer2011-12-31$525,000
Income. Dividends from common stock2011-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$591,747
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$15,843,350
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$16,526,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2011-12-31340677006
2010 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,899,024
Total unrealized appreciation/depreciation of assets2010-12-31$2,899,024
Total transfer of assets from this plan2010-12-31$283,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,526,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,203,142
Expenses. Interest paid2010-12-31$174,421
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$174,421
Total income from all sources (including contributions)2010-12-31$3,749,874
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,084,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$910,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$525,000
Value of total assets at end of year2010-12-31$21,797,724
Value of total assets at beginning of year2010-12-31$20,092,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$325,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Total non interest bearing cash at end of year2010-12-31$545
Total non interest bearing cash at beginning of year2010-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,665,420
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,271,011
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,889,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$21,797,179
Assets. Invements in employer securities at beginning of year2010-12-31$20,091,697
Contributions received in cash from employer2010-12-31$525,000
Income. Dividends from common stock2010-12-31$325,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$910,033
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$16,526,713
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$17,203,142
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2010-12-31340677006
2009 : KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-149,735
Minimum employer required contribution for this plan year2009-12-31$375,265
Amount contributed by the employer to the plan for this plan year2009-12-31$525,000

Form 5500 Responses for KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN

2022: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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