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KLEEN-RITE CORPORATION 401K PLAN 401k Plan overview

Plan NameKLEEN-RITE CORPORATION 401K PLAN
Plan identification number 001

KLEEN-RITE CORPORATION 401K 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

KLEEN-RITE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:KLEEN-RITE CORPORATION
Employer identification number (EIN):231712065
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLEEN-RITE CORPORATION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEITH LUTZ
0012016-01-01KEITH LUTZ2017-07-27
0012015-01-01KEITH LUTZ2016-06-17
0012014-01-01KEITH LUTZ2015-07-10
0012013-01-01KEITH LUTZ2014-07-23
0012012-01-01KEITH LUTZ2013-09-20
0012011-01-01KEITH D. LUTZ
0012010-01-01KEITH D. LUTZ KEITH D. LUTZ2011-07-19
0012009-01-01KEITH D. LUTZ KEITH D. LUTZ2010-07-14

Plan Statistics for KLEEN-RITE CORPORATION 401K PLAN

401k plan membership statisitcs for KLEEN-RITE CORPORATION 401K PLAN

Measure Date Value
2022: KLEEN-RITE CORPORATION 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01208
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01220
Number of participants with account balances2022-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: KLEEN-RITE CORPORATION 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01208
Number of participants with account balances2021-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: KLEEN-RITE CORPORATION 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01178
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KLEEN-RITE CORPORATION 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01160
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KLEEN-RITE CORPORATION 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01148
Number of participants with account balances2018-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KLEEN-RITE CORPORATION 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01146
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2011: KLEEN-RITE CORPORATION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0142
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KLEEN-RITE CORPORATION 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0129
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0133
Number of participants with account balances2010-01-0131
2009: KLEEN-RITE CORPORATION 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0130

Financial Data on KLEEN-RITE CORPORATION 401K PLAN

Measure Date Value
2022 : KLEEN-RITE CORPORATION 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-812,877
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$449,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$445,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$993,029
Value of total assets at end of year2022-12-31$9,518,917
Value of total assets at beginning of year2022-12-31$10,780,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,077
Total interest from all sources2022-12-31$3,406
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$343,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$350,573
Participant contributions at end of year2022-12-31$123,493
Participant contributions at beginning of year2022-12-31$56,099
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$99,718
Other income not declared elsewhere2022-12-31$12,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,261,967
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,518,917
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,780,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,851,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,160,935
Interest on participant loans2022-12-31$3,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,164,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$542,738
Employer contributions (assets) at end of year2022-12-31$542,738
Employer contributions (assets) at beginning of year2022-12-31$563,850
Income. Dividends from common stock2022-12-31$343,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$445,013
Contract administrator fees2022-12-31$4,077
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERTZ, HESS & CO, LLP
Accountancy firm EIN2022-12-31231709427
2021 : KLEEN-RITE CORPORATION 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,171,709
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$357,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$356,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$902,639
Value of total assets at end of year2021-12-31$10,780,884
Value of total assets at beginning of year2021-12-31$8,966,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$525
Total interest from all sources2021-12-31$2,458
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$338,789
Participant contributions at end of year2021-12-31$56,099
Participant contributions at beginning of year2021-12-31$41,216
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,625
Other income not declared elsewhere2021-12-31$3,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,814,335
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,780,884
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,966,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,160,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,441,532
Interest on participant loans2021-12-31$2,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,262,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$563,850
Employer contributions (assets) at end of year2021-12-31$563,850
Employer contributions (assets) at beginning of year2021-12-31$480,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$356,849
Contract administrator fees2021-12-31$525
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BERTZ, HESS & CO, LLP
Accountancy firm EIN2021-12-31231709427
2020 : KLEEN-RITE CORPORATION 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,015,420
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$33,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$754,820
Value of total assets at end of year2020-12-31$8,966,549
Value of total assets at beginning of year2020-12-31$6,985,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$425
Total interest from all sources2020-12-31$1,360
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$274,644
Participant contributions at end of year2020-12-31$41,216
Participant contributions at beginning of year2020-12-31$24,798
Participant contributions at end of year2020-12-31$3,625
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,981,520
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,966,549
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,985,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,441,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,564,239
Interest on participant loans2020-12-31$1,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,257,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$480,176
Employer contributions (assets) at end of year2020-12-31$480,176
Employer contributions (assets) at beginning of year2020-12-31$395,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,475
Contract administrator fees2020-12-31$425
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERTZ, HESS & CO, LLP
Accountancy firm EIN2020-12-31231709427
2019 : KLEEN-RITE CORPORATION 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,699,365
Total income from all sources (including contributions)2019-12-31$1,699,365
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$402,411
Total of all expenses incurred2019-12-31$402,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$402,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$402,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$661,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$661,075
Value of total assets at end of year2019-12-31$6,985,029
Value of total assets at end of year2019-12-31$6,985,029
Value of total assets at beginning of year2019-12-31$5,688,075
Value of total assets at beginning of year2019-12-31$5,688,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,502
Total interest from all sources2019-12-31$1,502
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$237,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$237,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$237,434
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$237,434
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$265,083
Contributions received from participants2019-12-31$265,083
Participant contributions at end of year2019-12-31$24,798
Participant contributions at end of year2019-12-31$24,798
Participant contributions at beginning of year2019-12-31$23,700
Participant contributions at beginning of year2019-12-31$23,700
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$3,551
Other income not declared elsewhere2019-12-31$3,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,296,954
Value of net income/loss2019-12-31$1,296,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,985,029
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,985,029
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,688,075
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,688,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,564,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,564,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,200,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,200,921
Interest on participant loans2019-12-31$1,502
Interest on participant loans2019-12-31$1,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$795,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$795,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$395,992
Contributions received in cash from employer2019-12-31$395,992
Employer contributions (assets) at end of year2019-12-31$395,992
Employer contributions (assets) at end of year2019-12-31$395,992
Employer contributions (assets) at beginning of year2019-12-31$463,454
Employer contributions (assets) at beginning of year2019-12-31$463,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$402,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$402,411
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERTZ, HESS & CO, LLP
Accountancy firm name2019-12-31BERTZ, HESS & CO, LLP
Accountancy firm EIN2019-12-31231709427
Accountancy firm EIN2019-12-31231709427
2018 : KLEEN-RITE CORPORATION 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$489,630
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$243,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$243,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$737,968
Value of total assets at end of year2018-12-31$5,688,075
Value of total assets at beginning of year2018-12-31$5,441,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$275
Total interest from all sources2018-12-31$1,013
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$270,107
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$270,107
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$244,520
Participant contributions at end of year2018-12-31$23,700
Participant contributions at beginning of year2018-12-31$21,661
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,782
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$8,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$246,120
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,688,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,441,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,200,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,964,494
Interest on participant loans2018-12-31$1,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-527,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$463,454
Employer contributions (assets) at end of year2018-12-31$463,454
Employer contributions (assets) at beginning of year2018-12-31$451,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$243,235
Contract administrator fees2018-12-31$275
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERTZ, HESS & CO, LLP
Accountancy firm EIN2018-12-31231709427
2017 : KLEEN-RITE CORPORATION 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,432,020
Total loss/gain on sale of assets2017-12-31$118,886
Total of all expenses incurred2017-12-31$381,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$381,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$727,583
Value of total assets at end of year2017-12-31$5,441,955
Value of total assets at beginning of year2017-12-31$4,391,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$250
Total interest from all sources2017-12-31$1,086
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$170,583
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$170,583
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$245,900
Participant contributions at end of year2017-12-31$21,661
Participant contributions at beginning of year2017-12-31$25,325
Participant contributions at end of year2017-12-31$4,782
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,050,638
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,441,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,391,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,964,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,971,177
Interest on participant loans2017-12-31$1,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$413,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$451,018
Employer contributions (assets) at end of year2017-12-31$451,018
Employer contributions (assets) at beginning of year2017-12-31$394,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$381,132
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$118,886
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERTZ, HESS & CO, LLP
Accountancy firm EIN2017-12-31231709427
2011 : KLEEN-RITE CORPORATION 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$113,216
Expenses. Total of all expenses incurred2011-12-31$19,749
Benefits paid (including direct rollovers)2011-12-31$19,749
Total plan assets at end of year2011-12-31$692,778
Total plan assets at beginning of year2011-12-31$599,311
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$98,082
Other income received2011-12-31$15,134
Net income (gross income less expenses)2011-12-31$93,467
Net plan assets at end of year (total assets less liabilities)2011-12-31$692,778
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$599,311
Assets. Value of participant loans2011-12-31$12,201
2010 : KLEEN-RITE CORPORATION 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$139,587
Expenses. Total of all expenses incurred2010-12-31$7,001
Benefits paid (including direct rollovers)2010-12-31$2,958
Total plan assets at end of year2010-12-31$599,311
Total plan assets at beginning of year2010-12-31$466,725
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$87,494
Expenses. Other expenses not covered elsewhere2010-12-31$4,043
Other income received2010-12-31$52,093
Net income (gross income less expenses)2010-12-31$132,586
Net plan assets at end of year (total assets less liabilities)2010-12-31$599,311
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$466,725
Assets. Value of participant loans2010-12-31$16,254

Form 5500 Responses for KLEEN-RITE CORPORATION 401K PLAN

2022: KLEEN-RITE CORPORATION 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KLEEN-RITE CORPORATION 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KLEEN-RITE CORPORATION 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KLEEN-RITE CORPORATION 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KLEEN-RITE CORPORATION 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KLEEN-RITE CORPORATION 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2011: KLEEN-RITE CORPORATION 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KLEEN-RITE CORPORATION 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KLEEN-RITE CORPORATION 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RELIANCE TRUST - METLIFE (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number25157
Policy instance 1
Insurance contract or identification number25157
Number of Individuals Covered220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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