401k Plan data: KINNEY GROUP, INC 401(K) PS PLAN plan

KINNEY GROUP, INC 401(K) PS PLAN 401k Plan overview

Plan Name	KINNEY GROUP, INC 401(K) PS PLAN
Plan identification number	001

KINNEY GROUP, INC 401(K) PS 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

KINNEY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: KINNEY GROUP, INC.

Employer identification number (EIN): 205146912

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINNEY GROUP, INC 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL WOZNIAK 2023-10-10
001 2021-01-01 ALISON DUANE 2022-10-07
001 2020-01-01
001 2019-01-01 AMY SMITH 2020-07-16
001 2018-01-01 AMY SMITH 2019-12-13
001 2017-01-01 AMY SMITH 2018-07-31
001 2016-01-01 CARRIE WOOD 2017-05-24
001 2015-01-01 CARRIE WOOD 2016-07-15
001 2014-01-01 AMY SMITH 2015-07-28
001 2013-01-01 CHRIS WARD 2014-06-25
001 2012-01-01 CHRIS WARD 2013-07-31
001 2011-01-01 CHRIS WARD 2012-06-22
001 2010-01-01 CARRIE WOOD 2011-07-08
001 2009-01-01
001 2009-01-01 PAULA BURKERT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MICHAEL WOZNIAK	2023-10-10
001	2021-01-01	ALISON DUANE	2022-10-07
001	2020-01-01
001	2019-01-01	AMY SMITH	2020-07-16
001	2018-01-01	AMY SMITH	2019-12-13
001	2017-01-01	AMY SMITH	2018-07-31
001	2016-01-01	CARRIE WOOD	2017-05-24
001	2015-01-01	CARRIE WOOD	2016-07-15
001	2014-01-01	AMY SMITH	2015-07-28
001	2013-01-01	CHRIS WARD	2014-06-25
001	2012-01-01	CHRIS WARD	2013-07-31
001	2011-01-01	CHRIS WARD	2012-06-22
001	2010-01-01	CARRIE WOOD	2011-07-08
001	2009-01-01
001	2009-01-01	PAULA BURKERT

Plan Statistics for KINNEY GROUP, INC 401(K) PS PLAN

401k plan membership statisitcs for KINNEY GROUP, INC 401(K) PS PLAN

Measure Date Value
2020: KINNEY GROUP, INC 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 119
Number of participants with account balances 2020-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2009: KINNEY GROUP, INC 401(K) PS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 4
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: KINNEY GROUP, INC 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	119
Number of participants with account balances	2020-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2009: KINNEY GROUP, INC 401(K) PS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	4
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KINNEY GROUP, INC 401(K) PS PLAN

Measure	Date	Value
2020 : KINNEY GROUP, INC 401(K) PS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,283,174
Expenses. Total of all expenses incurred	2020-12-31	$319,044
Benefits paid (including direct rollovers)	2020-12-31	$318,463
Total plan assets at end of year	2020-12-31	$3,773,245
Total plan assets at beginning of year	2020-12-31	$2,809,115
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$465,289
Expenses. Other expenses not covered elsewhere	2020-12-31	$581
Contributions received from other sources (not participants or employers)	2020-12-31	$104,763
Other income received	2020-12-31	$465,429
Net income (gross income less expenses)	2020-12-31	$964,130
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,773,245
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,809,115
Assets. Value of participant loans	2020-12-31	$7,389
Total contributions received or receivable from employer(s)	2020-12-31	$247,693
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0

Form 5500 Responses for KINNEY GROUP, INC 401(K) PS PLAN

2020: KINNEY GROUP, INC 401(K) PS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2009: KINNEY GROUP, INC 401(K) PS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

061765I

Policy instance

Insurance contract or identification number	061765I
Number of Individuals Covered	96
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,548
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3548
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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Company Name:	KINNEY GROUP, INC.
Employer identification number (EIN):	205146912
NAIC Classification:	541600