HARDIN, KUNDLA, MCKEON & POLETTO, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARDIN, KUNDLA, MCKEON & POLETTO, P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : HARDIN, KUNDLA, MCKEON & POLETTO, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-24 | 920617 |
| Net assets as of the end of the plan year | 2025-09-24 | 18887034 |
| Total assets as of the beginning of the plan year | 2025-09-24 | 17143947 |
| Value of plan covered by a fidelity bond | 2025-09-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-24 | 350839 |
| Value of participant loans at end of plan year | 2025-09-24 | 58744 |
| Other contributions to plan in this plan year | 2025-09-24 | 42348 |
| Other income to plan in this plan year | 2025-09-24 | 2170517 |
| Plan net income in this plan year | 2025-09-24 | 1743087 |
| Net assets as of the end of the plan year | 2025-09-24 | 18887034 |
| Net assets as of the beginning of the plan year | 2025-09-24 | 17143947 |
| Employer contributions to plan in this plan year | 2025-09-24 | 100000 |
| Fees paid to broker by Benefit Provider | 2025-09-24 | 35324 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-24 | 2756 |
| 2024 : HARDIN, KUNDLA, MCKEON & POLETTO, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-25 | 6261693 |
| Net assets as of the end of the plan year | 2024-09-25 | 17143947 |
| Total assets as of the beginning of the plan year | 2024-09-25 | 20123278 |
| Value of plan covered by a fidelity bond | 2024-09-25 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-25 | 331691 |
| Value of participant loans at end of plan year | 2024-09-25 | 48949 |
| Other contributions to plan in this plan year | 2024-09-25 | 0 |
| Other income to plan in this plan year | 2024-09-25 | 2850671 |
| Plan net income in this plan year | 2024-09-25 | -2979331 |
| Net assets as of the end of the plan year | 2024-09-25 | 17143947 |
| Net assets as of the beginning of the plan year | 2024-09-25 | 20123278 |
| Employer contributions to plan in this plan year | 2024-09-25 | 100000 |
| Fees paid to broker by Benefit Provider | 2024-09-25 | 40798 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-25 | 2673 |
| 2011 : HARDIN, KUNDLA, MCKEON & POLETTO, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $577,376 |
| Total of all expenses incurred | 2011-12-31 | $207,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $185,894 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $566,100 |
| Value of total assets at end of year | 2011-12-31 | $8,562,800 |
| Value of total assets at beginning of year | 2011-12-31 | $8,193,368 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $22,050 |
| Total interest from all sources | 2011-12-31 | $9,182 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $18,000 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $338,612 |
| Participant contributions at end of year | 2011-12-31 | $226,341 |
| Participant contributions at beginning of year | 2011-12-31 | $211,887 |
| Administrative expenses (other) incurred | 2011-12-31 | $4,050 |
| 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 | $369,432 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,562,800 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,193,368 |
| 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 |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $6,038,883 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $5,951,140 |
| Income. Interest from loans (other than to participants) | 2011-12-31 | $9,182 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,070,088 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,806,633 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $2,094 |
| 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 | $227,488 |
| Employer contributions (assets) at end of year | 2011-12-31 | $227,488 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $223,708 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $185,894 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| 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 |
| 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 | WITHUMSMITH BROWN PC |
| Accountancy firm EIN | 2011-12-31 | 222027092 |
| 2010 : HARDIN, KUNDLA, MCKEON & POLETTO, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $555 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,398,875 |
| Total of all expenses incurred | 2010-12-31 | $123,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $100,535 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $599,562 |
| Value of total assets at end of year | 2010-12-31 | $8,193,368 |
| Value of total assets at beginning of year | 2010-12-31 | $6,918,233 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $22,650 |
| Total interest from all sources | 2010-12-31 | $8,131 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $20,000 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $375,854 |
| Participant contributions at end of year | 2010-12-31 | $211,887 |
| Participant contributions at beginning of year | 2010-12-31 | $152,034 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $555 |
| 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 | $1,275,690 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,193,368 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,917,678 |
| 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 |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $5,951,140 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,725,815 |
| Interest on participant loans | 2010-12-31 | $8,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,806,633 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,814,583 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $791,182 |
| 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 | $223,708 |
| Employer contributions (assets) at end of year | 2010-12-31 | $223,708 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $225,801 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $100,535 |
| Contract administrator fees | 2010-12-31 | $2,650 |
| 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 |
| 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 | WITHUMSMITH BROWN PC |
| Accountancy firm EIN | 2010-12-31 | 222027092 |
