401k Plan data: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN plan

KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan Name	KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN
Plan identification number	002

KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

KIRLIN MID-ATLANTIC, LLC has sponsored the creation of one or more 401k plans.

Company Name: KIRLIN MID-ATLANTIC, LLC

Employer identification number (EIN): 204502352

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Additional information about KIRLIN MID-ATLANTIC, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-10-23

Company Identification Number: 0802843896

Legal Registered Office Address: 1999 BRYAN ST STE 900

DALLAS
United States of America (USA)
75201

More information about KIRLIN MID-ATLANTIC, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 WILLIAM GOODRUM WILLIAM GOODRUM 2013-09-27
002 2011-01-01 WILLIAM GOODRUM WILLIAM GOODRUM 2012-10-04
002 2010-01-01 WILLIAM GOODRUM WILLIAM GOODRUM 2012-09-14
002 2009-01-01 TRACY STALLONE TRACY STALLONE 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	WILLIAM GOODRUM	WILLIAM GOODRUM	2013-09-27
002	2011-01-01	WILLIAM GOODRUM	WILLIAM GOODRUM	2012-10-04
002	2010-01-01	WILLIAM GOODRUM	WILLIAM GOODRUM	2012-09-14
002	2009-01-01	TRACY STALLONE	TRACY STALLONE	2010-09-15

Plan Statistics for KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN

Measure Date Value
2012: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 254
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 259
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 25
2011: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 423
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 438
Number of participants with account balances 2011-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 20
2010: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 298
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 310
Number of participants with account balances 2010-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 29
2009: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 316
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 42
Total of all active and inactive participants 2009-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 358
Number of participants with account balances 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 27

Measure	Date	Value
2012: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	254
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	259
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	25
2011: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	423
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	438
Number of participants with account balances	2011-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	20
2010: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	298
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	310
Number of participants with account balances	2010-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	29
2009: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	316
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	42
Total of all active and inactive participants	2009-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	358
Number of participants with account balances	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	27

Financial Data on KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN

Measure	Date	Value
2012 : KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$305,004
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$368,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$366,501
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$167,130
Value of total assets at end of year	2012-12-31	$1,116,804
Value of total assets at beginning of year	2012-12-31	$1,180,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,430
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$5,380
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$4,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$4,350
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$125,160
Participant contributions at end of year	2012-12-31	$58,975
Participant contributions at beginning of year	2012-12-31	$59,858
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$4,974
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-63,927
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,116,804
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,180,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$313,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$335,734
Value of interest in pooled separate accounts at end of year	2012-12-31	$253,528
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$330,586
Interest on participant loans	2012-12-31	$1,591
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$3,789
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$295,673
Value of interest in common/collective trusts at beginning of year	2012-12-31	$266,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$194,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$188,127
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$46,640
Net investment gain/loss from pooled separate accounts	2012-12-31	$47,536
Net investment gain or loss from common/collective trusts	2012-12-31	$33,968
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$29,362
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$361,527
Contract administrator fees	2012-12-31	$2,430
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2012-12-31	390859910
2011 : KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$209,685
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$163,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$160,713
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$200,056
Value of total assets at end of year	2011-12-31	$1,180,731
Value of total assets at beginning of year	2011-12-31	$1,134,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,470
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$5,244
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,293
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$156,368
Participant contributions at end of year	2011-12-31	$59,858
Participant contributions at beginning of year	2011-12-31	$60,190
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$592
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$46,502
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,180,731
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,134,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$335,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$330,586
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$944,949
Interest on participant loans	2011-12-31	$2,350
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$2,894
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$266,426
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$188,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$129,090
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$21,929
Net investment gain/loss from pooled separate accounts	2011-12-31	$-41,022
Net investment gain or loss from common/collective trusts	2011-12-31	$21,593
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$43,688
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$160,713
Contract administrator fees	2011-12-31	$2,470
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2011-12-31	390859910
2010 : KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$295,035
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$90,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$86,104
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$167,407
Value of total assets at end of year	2010-12-31	$1,134,229
Value of total assets at beginning of year	2010-12-31	$930,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,856
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$4,843
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$128,211
Participant contributions at end of year	2010-12-31	$60,190
Participant contributions at beginning of year	2010-12-31	$28,193
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$684
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$355
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$204,075
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,134,229
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$930,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$944,949
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$786,206
Interest on participant loans	2010-12-31	$1,769
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$3,074
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$129,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$115,755
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$122,430
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$38,512
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$86,104
Contract administrator fees	2010-12-31	$4,856
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2010-12-31	390859910
2009 : KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN

2012: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

KIRLIN CAROLINAS EMPLOYEES' SAVINGS PLAN [EIN = 452914380]

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Company Name:	KIRLIN MID-ATLANTIC, LLC
Employer identification number (EIN):	204502352
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-10-23
Company Identification Number:	0802843896
Legal Registered Office Address:	1999 BRYAN ST STE 900 DALLAS United States of America (USA) 75201