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KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 401k Plan overview

Plan NameKIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN
Plan identification number 005

KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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. RETIREMENT SAVINGS TRUST AND PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052019-01-01
0052018-01-01
0052017-01-01MADONNA ROSS MADONNA ROSS2018-10-09
0052016-01-01MADONNA ROSS MADONNA ROSS2017-10-09
0052015-01-01MADONNA R ROSS MADONNA R ROSS2016-10-06
0052014-01-01MADONNA R ROSS MADONNA R ROSS2015-10-12
0052013-01-01MADONNA R ROSS MADONNA R ROSS2014-10-10
0052012-01-01MADONNA R ROSS MADONNA R ROSS2013-10-10
0052011-01-01MADONNA ROSS
0052009-01-01MADONNA ROSS MADONNA ROSS2010-10-07

Plan Statistics for KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN

401k plan membership statisitcs for KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN

Measure Date Value
2022: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01159
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01209
Number of participants with account balances2022-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01207
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01208
Number of participants with account balances2019-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01209
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01206
Number of participants with account balances2018-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01214
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01209
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01156
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01214
Number of participants with account balances2016-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01163
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01173
Number of participants with account balances2012-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01146
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN

Measure Date Value
2022 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,967,490
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,587,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,491,032
Expenses. Certain deemed distributions of participant loans2022-12-31$12,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,664,279
Value of total assets at end of year2022-12-31$22,749,346
Value of total assets at beginning of year2022-12-31$27,152,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$84,311
Total interest from all sources2022-12-31$124,082
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$254,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$254,360
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
Contributions received from participants2022-12-31$725,796
Participant contributions at end of year2022-12-31$253,233
Participant contributions at beginning of year2022-12-31$234,266
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,082,746
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,733,286
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$679,376
Other income not declared elsewhere2022-12-31$-3
Administrative expenses (other) incurred2022-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,555,296
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,749,346
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,152,155
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
Investment advisory and management fees2022-12-31$43,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,393,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,164,369
Interest on participant loans2022-12-31$11,781
Interest earned on other investments2022-12-31$112,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,010,208
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
Contributions received in cash from employer2022-12-31$259,107
Employer contributions (assets) at end of year2022-12-31$19,533
Employer contributions (assets) at beginning of year2022-12-31$20,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,491,032
Contract administrator fees2022-12-31$41,011
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2022-12-31340677006
2021 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,387,053
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,276,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,179,218
Expenses. Certain deemed distributions of participant loans2021-12-31$8,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$888,514
Value of total assets at end of year2021-12-31$27,152,155
Value of total assets at beginning of year2021-12-31$25,796,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,820
Total interest from all sources2021-12-31$128,649
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$223,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$223,622
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
Contributions received from participants2021-12-31$645,276
Participant contributions at end of year2021-12-31$234,266
Participant contributions at beginning of year2021-12-31$306,221
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,733,286
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,657,607
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,219
Other income not declared elsewhere2021-12-31$2
Administrative expenses (other) incurred2021-12-31$88,820
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$1,110,291
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,152,155
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,796,872
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,164,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,703,902
Interest on participant loans2021-12-31$13,838
Interest earned on other investments2021-12-31$114,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,146,266
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
Contributions received in cash from employer2021-12-31$228,019
Employer contributions (assets) at end of year2021-12-31$20,234
Employer contributions (assets) at beginning of year2021-12-31$129,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,179,218
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2021-12-31340677006
2020 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,628,435
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,149,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,029,717
Expenses. Certain deemed distributions of participant loans2020-12-31$39,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,755,778
Value of total assets at end of year2020-12-31$25,796,872
Value of total assets at beginning of year2020-12-31$24,155,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,702
Total interest from all sources2020-12-31$140,732
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$209,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$209,256
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
Contributions received from participants2020-12-31$638,880
Participant contributions at end of year2020-12-31$306,221
Participant contributions at beginning of year2020-12-31$335,423
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,657,607
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,301,693
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$791,541
Administrative expenses (other) incurred2020-12-31$80,702
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$1,478,847
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,796,872
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,155,368
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,703,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,256,671
Interest on participant loans2020-12-31$17,644
Interest earned on other investments2020-12-31$123,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,522,669
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
Contributions received in cash from employer2020-12-31$325,357
Employer contributions (assets) at end of year2020-12-31$129,142
Employer contributions (assets) at beginning of year2020-12-31$261,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,029,717
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2020-12-31340677006
2019 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,458
Total income from all sources (including contributions)2019-12-31$4,996,986
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,450,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,371,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,438,280
Value of total assets at end of year2019-12-31$24,155,368
Value of total assets at beginning of year2019-12-31$21,468,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,686
Total interest from all sources2019-12-31$138,871
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$254,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$254,207
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
Contributions received from participants2019-12-31$756,202
Participant contributions at end of year2019-12-31$335,423
Participant contributions at beginning of year2019-12-31$289,068
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,301,693
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,475,810
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$187,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,458
Other income not declared elsewhere2019-12-31$-1
Administrative expenses (other) incurred2019-12-31$79,686
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$2,546,124
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,155,368
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,458,417
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,256,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,522,624
Interest on participant loans2019-12-31$15,500
Interest earned on other investments2019-12-31$123,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,165,629
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
Contributions received in cash from employer2019-12-31$494,605
Employer contributions (assets) at end of year2019-12-31$261,581
Employer contributions (assets) at beginning of year2019-12-31$181,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,371,176
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2019-12-31340677006
2018 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to 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$10,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$462,807
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,108,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,969,403
Value of total corrective distributions2018-12-31$7,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,210,275
Value of total assets at end of year2018-12-31$21,468,875
Value of total assets at beginning of year2018-12-31$22,993,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$130,933
Total interest from all sources2018-12-31$123,324
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$267,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$267,139
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
Contributions received from participants2018-12-31$749,673
Participant contributions at end of year2018-12-31$289,068
Participant contributions at beginning of year2018-12-31$290,289
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,475,810
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,458,924
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$43,220
Administrative expenses (other) incurred2018-12-31$130,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,645,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,458,417
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,993,136
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,522,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,237,156
Interest on participant loans2018-12-31$12,467
Interest earned on other investments2018-12-31$110,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,181,151
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
Contributions received in cash from employer2018-12-31$387,101
Employer contributions (assets) at end of year2018-12-31$181,373
Employer contributions (assets) at beginning of year2018-12-31$6,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,969,403
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2018-12-31340677006
2017 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,145
Total income from all sources (including contributions)2017-12-31$3,958,605
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$764,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$673,676
Value of total corrective distributions2017-12-31$3,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,243,286
Value of total assets at end of year2017-12-31$22,993,136
Value of total assets at beginning of year2017-12-31$19,628,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$87,583
Total interest from all sources2017-12-31$92,308
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$229,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$229,203
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
Contributions received from participants2017-12-31$726,289
Participant contributions at end of year2017-12-31$290,289
Participant contributions at beginning of year2017-12-31$205,847
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,458,924
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,102,339
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$285,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,145
Other income not declared elsewhere2017-12-31$40,222
Administrative expenses (other) incurred2017-12-31$87,583
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$3,193,776
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,993,136
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,619,460
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,237,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,060,187
Interest on participant loans2017-12-31$10,593
Interest earned on other investments2017-12-31$81,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,353,586
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
Contributions received in cash from employer2017-12-31$231,116
Employer contributions (assets) at end of year2017-12-31$6,767
Employer contributions (assets) at beginning of year2017-12-31$260,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$673,676
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2017-12-31340677006
2016 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to 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$9,145
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,670,121
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,217,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,123,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,609,158
Value of total assets at end of year2016-12-31$19,628,605
Value of total assets at beginning of year2016-12-31$17,051,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,079
Total interest from all sources2016-12-31$78,081
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$213,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$213,222
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
Contributions received from participants2016-12-31$684,039
Participant contributions at end of year2016-12-31$205,847
Participant contributions at beginning of year2016-12-31$224,484
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,102,339
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,007,954
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,458,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$38,306
Administrative expenses (other) incurred2016-12-31$94,079
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$2,452,866
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,619,460
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,051,496
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,060,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,757,885
Interest on participant loans2016-12-31$9,288
Interest earned on other investments2016-12-31$68,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$731,354
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
Contributions received in cash from employer2016-12-31$467,102
Employer contributions (assets) at end of year2016-12-31$260,232
Employer contributions (assets) at beginning of year2016-12-31$61,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,123,176
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2016-12-31340677006
2015 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,480
Total income from all sources (including contributions)2015-12-31$1,282,258
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$828,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$767,720
Value of total corrective distributions2015-12-31$7,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,087,190
Value of total assets at end of year2015-12-31$17,051,496
Value of total assets at beginning of year2015-12-31$16,369,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,338
Total interest from all sources2015-12-31$69,137
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$197,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$197,747
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
Contributions received from participants2015-12-31$558,243
Participant contributions at end of year2015-12-31$224,484
Participant contributions at beginning of year2015-12-31$216,359
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,007,954
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,913,413
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$329,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,480
Other income not declared elsewhere2015-12-31$2,601
Administrative expenses (other) incurred2015-12-31$53,338
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$453,683
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,051,496
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,354,707
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,757,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,239,415
Interest on participant loans2015-12-31$9,944
Interest earned on other investments2015-12-31$59,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-74,417
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
Contributions received in cash from employer2015-12-31$199,724
Employer contributions (assets) at end of year2015-12-31$61,173
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$767,720
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2015-12-31340677006
2014 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to 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$14,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,633,057
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,007,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$934,349
Value of total corrective distributions2014-12-31$7,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$864,573
Value of total assets at end of year2014-12-31$16,369,187
Value of total assets at beginning of year2014-12-31$15,475,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65,853
Total interest from all sources2014-12-31$65,366
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$169,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$169,461
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
Contributions received from participants2014-12-31$540,234
Participant contributions at end of year2014-12-31$216,359
Participant contributions at beginning of year2014-12-31$198,927
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,913,413
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,579,144
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$105,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,480
Other income not declared elsewhere2014-12-31$58,808
Administrative expenses (other) incurred2014-12-31$65,853
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$625,780
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,354,707
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,475,276
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,239,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,145,790
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$436,882
Interest on participant loans2014-12-31$7,622
Interest earned on other investments2014-12-31$57,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$490,153
Net investment gain/loss from pooled separate accounts2014-12-31$-15,304
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
Contributions received in cash from employer2014-12-31$218,454
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$114,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$934,349
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2014-12-31340677006
2013 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,972
Total income from all sources (including contributions)2013-12-31$3,141,452
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,571,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,524,909
Value of total corrective distributions2013-12-31$43,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,299,444
Value of total assets at end of year2013-12-31$15,475,276
Value of total assets at beginning of year2013-12-31$13,743,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,315
Total interest from all sources2013-12-31$63,699
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$92,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$92,626
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
Contributions received from participants2013-12-31$565,278
Participant contributions at end of year2013-12-31$198,927
Participant contributions at beginning of year2013-12-31$260,378
Participant contributions at beginning of year2013-12-31$1,815
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,579,144
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,404,563
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$444,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$13,972
Administrative expenses (other) incurred2013-12-31$3,315
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$1,569,987
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,475,276
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,729,407
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,145,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,544,199
Value of interest in pooled separate accounts at end of year2013-12-31$436,882
Value of interest in pooled separate accounts at beginning of year2013-12-31$338,004
Interest on participant loans2013-12-31$9,321
Interest earned on other investments2013-12-31$54,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,578,191
Net investment gain/loss from pooled separate accounts2013-12-31$107,492
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
Contributions received in cash from employer2013-12-31$289,429
Employer contributions (assets) at end of year2013-12-31$114,533
Employer contributions (assets) at beginning of year2013-12-31$194,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,524,909
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2013-12-31340677006
2012 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$113,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,226,276
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,900,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,849,865
Value of total corrective distributions2012-12-31$47,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,030,706
Value of total assets at end of year2012-12-31$13,743,379
Value of total assets at beginning of year2012-12-31$13,290,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,778
Total interest from all sources2012-12-31$86,924
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$87,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$87,936
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$554,750
Participant contributions at end of year2012-12-31$260,378
Participant contributions at beginning of year2012-12-31$319,760
Participant contributions at end of year2012-12-31$1,815
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,404,563
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,425,110
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$117,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$13,972
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$3,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$325,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,729,407
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,290,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,544,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,539,898
Value of interest in pooled separate accounts at end of year2012-12-31$338,004
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,568,606
Interest on participant loans2012-12-31$13,454
Interest earned on other investments2012-12-31$73,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$854,965
Net investment gain/loss from pooled separate accounts2012-12-31$165,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$358,395
Employer contributions (assets) at end of year2012-12-31$194,420
Employer contributions (assets) at beginning of year2012-12-31$437,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,849,865
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2012-12-31340677006
2011 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$9,520
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$9,520
Total income from all sources (including contributions)2011-12-31$781,918
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,220,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,153,394
Value of total corrective distributions2011-12-31$43,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,063,343
Value of total assets at end of year2011-12-31$13,290,833
Value of total assets at beginning of year2011-12-31$13,499,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,311
Total interest from all sources2011-12-31$95,304
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$40,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$40,082
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$452,305
Participant contributions at end of year2011-12-31$319,760
Participant contributions at beginning of year2011-12-31$223,360
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,425,110
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,965,999
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,495
Administrative expenses (other) incurred2011-12-31$14,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-438,725
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,290,833
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,499,558
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,539,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,933,724
Value of interest in pooled separate accounts at end of year2011-12-31$2,568,606
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,112,960
Interest on participant loans2011-12-31$11,669
Interest earned on other investments2011-12-31$83,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-466,423
Net investment gain/loss from pooled separate accounts2011-12-31$49,612
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
Contributions received in cash from employer2011-12-31$583,543
Employer contributions (assets) at end of year2011-12-31$437,459
Employer contributions (assets) at beginning of year2011-12-31$263,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,153,394
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2011-12-31340677006
2010 : KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,208,376
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,120,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,026,623
Expenses. Certain deemed distributions of participant loans2010-12-31$33,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,140,339
Value of total assets at end of year2010-12-31$13,499,558
Value of total assets at beginning of year2010-12-31$12,128,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$59,955
Total interest from all sources2010-12-31$70,687
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$46,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$46,149
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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
Contributions received from participants2010-12-31$426,889
Participant contributions at end of year2010-12-31$223,360
Participant contributions at beginning of year2010-12-31$303,123
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,965,999
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$330,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$59,955
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$1,088,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,499,558
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,128,049
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,933,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$637,492
Value of interest in pooled separate accounts at end of year2010-12-31$3,112,960
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$16,104
Interest earned on other investments2010-12-31$54,583
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$8,830,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,246,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,246,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$437,150
Net investment gain/loss from pooled separate accounts2010-12-31$154,810
Net investment gain or loss from common/collective trusts2010-12-31$359,241
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
Contributions received in cash from employer2010-12-31$382,649
Employer contributions (assets) at end of year2010-12-31$263,515
Employer contributions (assets) at beginning of year2010-12-31$110,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,026,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALONEY AND NOVOTNY, LLC
Accountancy firm EIN2010-12-31340677006

Form 5500 Responses for KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN

2022: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS TRUST AND PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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. RETIREMENT SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041509
Policy instance 1
Insurance contract or identification number041509
Number of Individuals Covered163
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041509
Policy instance 1
Insurance contract or identification number041509
Number of Individuals Covered170
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041509
Policy instance 1
Insurance contract or identification number041509
Number of Individuals Covered173
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041509
Policy instance 1
Insurance contract or identification number041509
Number of Individuals Covered146
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041509
Policy instance 1
Insurance contract or identification number041509
Number of Individuals Covered151
Insurance policy start date2010-03-24
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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