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KASCH, LEVITCH, MCALEER & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameKASCH, LEVITCH, MCALEER & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

KASCH, LEVITCH, MCALEER & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

KASCH, LEVITCH, MCALEER & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:KASCH, LEVITCH, MCALEER & ASSOCIATES
Employer identification number (EIN):223904673
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KASCH, LEVITCH, MCALEER & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROGER KASCH2024-04-15
0012022-01-01ROGER KASCH2023-04-28 ROGER KASCH2023-04-28
0012021-01-01ROGER KASCH2022-04-26
0012020-01-01ROGER KASCH2021-05-04
0012019-01-01ROGER KASCH2020-05-01
0012018-01-01ROGER KASCH2019-05-29
0012017-01-01ROGER KASCH2018-05-12
0012016-01-01ROGER KASCH2017-05-02
0012015-01-01ROGER KASCH2016-05-31

Financial Data on KASCH, LEVITCH, MCALEER & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : KASCH, LEVITCH, MCALEER & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-2966420
Net assets as of the end of the plan year2025-04-296396008
Total assets as of the beginning of the plan year2025-04-295352847
Value of plan covered by a fidelity bond2025-04-29300000
Participant contributions to plan in this plan year2025-04-29182868
Other contributions to plan in this plan year2025-04-299893
Other income to plan in this plan year2025-04-29735127
Plan net income in this plan year2025-04-291043161
Net assets as of the end of the plan year2025-04-296396008
Net assets as of the beginning of the plan year2025-04-295352847
Employer contributions to plan in this plan year2025-04-29181693
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29902
2024 : KASCH, LEVITCH, MCALEER & ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-1511922
Net assets as of the end of the plan year2024-04-155352847
Total assets as of the beginning of the plan year2024-04-154305706
Value of plan covered by a fidelity bond2024-04-15300000
Participant contributions to plan in this plan year2024-04-15163705
Other income to plan in this plan year2024-04-15726249
Plan net income in this plan year2024-04-151047141
Net assets as of the end of the plan year2024-04-155352847
Net assets as of the beginning of the plan year2024-04-154305706
Employer contributions to plan in this plan year2024-04-15169109
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-15822

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