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KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameKING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN
Plan identification number 001

KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

KITRICK MCWEENEY WELLS LLC has sponsored the creation of one or more 401k plans.

Company Name:KITRICK MCWEENEY WELLS LLC
Employer identification number (EIN):223099653
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-03
0012022-01-01ERISA FIDUCIARY SERVICES2023-04-08
0012021-01-01MARK KITRICK2022-07-14
0012020-01-01HOPE KNAPP2021-09-29
0012019-01-01HOPE KNAPP2020-09-23
0012018-01-01MARK G. KITRICK2019-10-08
0012017-01-01MARK G. KITRICK2018-10-04 MARK G. KITRICK2018-10-04
0012016-01-01MARK G. KITRICK2017-07-25 MARK G. KITRICK2017-07-25
0012015-01-01MARK G. KITRICK2016-08-16 MARK G. KITRICK2016-08-16
0012014-01-01MARK G. KITRICK2015-10-15 MARK G. KITRICK2015-10-15
0012013-01-01HOPE KNAPP2014-05-13
0012012-01-01HOPE KNAPP2013-08-21
0012011-01-01HOPE KNAPP2012-07-05
0012010-01-01MARK G. KITRICK2011-08-17

Plan Statistics for KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2025: KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0718
Total number of particpants at end of year2025-04-0716
Number of Participants With Account Balances2025-04-0712
2024: KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0322
Total number of particpants at end of year2024-05-0317
Number of Participants With Account Balances2024-05-0313
2022: KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1417
Total number of particpants at end of year2022-07-1417
Number of Participants With Account Balances2022-07-1416

Financial Data on KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2025 : KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-070
Total liabilities as of the end of the plan year2025-04-070
Total liabilities as of the beginning of the plan year2025-04-070
Total expenses incurred by plan in this plan year2025-04-07233834
Net assets as of the end of the plan year2025-04-072610518
Total assets as of the beginning of the plan year2025-04-072339762
Value of plan covered by a fidelity bond2025-04-07233976
Participant contributions to plan in this plan year2025-04-07114124
Value of participant loans at end of plan year2025-04-0752128
Other expenses paid from plan in this plan year2025-04-070
Other contributions to plan in this plan year2025-04-070
Other income to plan in this plan year2025-04-07361101
Plan net income in this plan year2025-04-07270756
Net assets as of the end of the plan year2025-04-072610518
Net assets as of the beginning of the plan year2025-04-072339762
Employer contributions to plan in this plan year2025-04-0729365
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0719881
2024 : KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-030
Total liabilities as of the end of the plan year2024-05-030
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-031977409
Net assets as of the end of the plan year2024-05-032339762
Total assets as of the beginning of the plan year2024-05-033627930
Value of plan covered by a fidelity bond2024-05-03362793
Participant contributions to plan in this plan year2024-05-03131597
Value of participant loans at end of plan year2024-05-0323860
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-034262
Other income to plan in this plan year2024-05-03510559
Plan net income in this plan year2024-05-03-1288168
Net assets as of the end of the plan year2024-05-032339762
Net assets as of the beginning of the plan year2024-05-033627930
Employer contributions to plan in this plan year2024-05-0342823
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0323080
2022 : KING, KITRICK & JACKSON, LLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-149364
Net assets as of the end of the plan year2022-07-144365292
Total assets as of the beginning of the plan year2022-07-143657746
Value of plan covered by a fidelity bond2022-07-143350000
Participant contributions to plan in this plan year2022-07-14124835
Value of participant loans at end of plan year2022-07-1419409
Other contributions to plan in this plan year2022-07-1446107
Other income to plan in this plan year2022-07-14488547
Plan net income in this plan year2022-07-14707546
Net assets as of the end of the plan year2022-07-144365292
Net assets as of the beginning of the plan year2022-07-143657746
Employer contributions to plan in this plan year2022-07-1457421
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14364

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