KING ASSOCIATES, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-10-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-10-01 | 35 |
| Number of retired or separated participants receiving benefits | 2023-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-10-01 | 0 |
| Total of all active and inactive participants | 2023-10-01 | 35 |
| 2022: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 62 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 0 |
| Total of all active and inactive participants | 2022-10-01 | 62 |
| 2021: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 68 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
| Total of all active and inactive participants | 2021-10-01 | 68 |
| 2020: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 65 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 65 |
| Measure | Date | Value |
|---|
| 2024 : KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-09-30 | $67,253 |
| Total plan liabilities at beginning of year | 2024-09-30 | $59,118 |
| Total income from all sources | 2024-09-30 | $578,148 |
| Expenses. Total of all expenses incurred | 2024-09-30 | $671,908 |
| Benefits paid (including direct rollovers) | 2024-09-30 | $332,149 |
| Total plan assets at end of year | 2024-09-30 | $106,447 |
| Total plan assets at beginning of year | 2024-09-30 | $192,072 |
| Value of fidelity bond covering the plan | 2024-09-30 | $35,000 |
| Total contributions received or receivable from participants | 2024-09-30 | $117,383 |
| Expenses. Other expenses not covered elsewhere | 2024-09-30 | $248,107 |
| Contributions received from other sources (not participants or employers) | 2024-09-30 | $0 |
| Other income received | 2024-09-30 | $1,372 |
| Net income (gross income less expenses) | 2024-09-30 | $-93,760 |
| Net plan assets at end of year (total assets less liabilities) | 2024-09-30 | $39,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-09-30 | $132,954 |
| Total contributions received or receivable from employer(s) | 2024-09-30 | $459,393 |
| Value of corrective distributions | 2024-09-30 | $89,587 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-09-30 | $2,065 |
| 2023 : KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-09-30 | $59,118 |
| Total plan liabilities at beginning of year | 2023-09-30 | $68,462 |
| Total income from all sources | 2023-09-30 | $526,965 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $547,925 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $290,504 |
| Total plan assets at end of year | 2023-09-30 | $192,072 |
| Total plan assets at beginning of year | 2023-09-30 | $222,376 |
| Value of fidelity bond covering the plan | 2023-09-30 | $35,000 |
| Total contributions received or receivable from participants | 2023-09-30 | $150,666 |
| Expenses. Other expenses not covered elsewhere | 2023-09-30 | $213,588 |
| Contributions received from other sources (not participants or employers) | 2023-09-30 | $27 |
| Other income received | 2023-09-30 | $2,622 |
| Net income (gross income less expenses) | 2023-09-30 | $-20,960 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $132,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $153,914 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $373,650 |
| Value of corrective distributions | 2023-09-30 | $39,574 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $4,259 |
| 2022 : KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-09-30 | $68,462 |
| Total plan liabilities at beginning of year | 2022-09-30 | $39,180 |
| Total income from all sources | 2022-09-30 | $510,953 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $453,929 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $225,381 |
| Total plan assets at end of year | 2022-09-30 | $222,376 |
| Total plan assets at beginning of year | 2022-09-30 | $136,070 |
| Value of fidelity bond covering the plan | 2022-09-30 | $35,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $138,551 |
| Expenses. Other expenses not covered elsewhere | 2022-09-30 | $188,012 |
| Contributions received from other sources (not participants or employers) | 2022-09-30 | $0 |
| Other income received | 2022-09-30 | $105 |
| Net income (gross income less expenses) | 2022-09-30 | $57,024 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $153,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $96,890 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $372,297 |
| Value of corrective distributions | 2022-09-30 | $31,967 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $8,569 |
| 2021 : KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-09-30 | $39,180 |
| Total income from all sources | 2021-09-30 | $598,726 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $501,836 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $37,377 |
| Total plan assets at end of year | 2021-09-30 | $136,070 |
| Total contributions received or receivable from participants | 2021-09-30 | $175,646 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $182,119 |
| Other income received | 2021-09-30 | $55 |
| Net income (gross income less expenses) | 2021-09-30 | $96,890 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $96,890 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $423,025 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $282,340 |
| 2023: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-10-01 | Type of plan entity | Single employer plan |
| 2023-10-01 | Submission has been amended | No |
| 2023-10-01 | This submission is the final filing | No |
| 2023-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-10-01 | Plan is a collectively bargained plan | No |
| 2023-10-01 | Plan funding arrangement – Insurance | Yes |
| 2023-10-01 | Plan funding arrangement – Trust | Yes |
| 2023-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-10-01 | Plan benefit arrangement - Trust | Yes |
| 2022: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Submission has been amended | No |
| 2022-10-01 | This submission is the final filing | No |
| 2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-10-01 | Plan is a collectively bargained plan | No |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan funding arrangement – Trust | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KING ASSOCIATES, LTD EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | First time form 5500 has been submitted | Yes |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 ) |
| Policy contract number | 00532131 |
| Policy instance | 5 |
| Insurance contract or identification number | 00532131 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2024-06-01 | | Insurance policy end date | 2024-09-30 | | 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 | 0 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $84,850 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 111439 |
| Policy instance | 4 |
| Insurance contract or identification number | 111439 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-09-30 | | Total amount of commissions paid to insurance broker | USD $1,494 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $12,453 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 111439 |
| Policy instance | 3 |
| Insurance contract or identification number | 111439 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-09-30 | | Total amount of commissions paid to insurance broker | USD $612 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $5,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 8268 |
| Policy instance | 2 |
| Insurance contract or identification number | 8268 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-09-30 | | Total amount of commissions paid to insurance broker | USD $1,613 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 | Yes | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $16,128 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30800044 |
| Policy instance | 1 |
| Insurance contract or identification number | 30800044 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2024-05-31 | | 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 | 0 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $140,362 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 111439 |
| Policy instance | 3 |
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 0000143210 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30800044 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 111439 |
| Policy instance | 3 |
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 0000 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30800044 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 111439 |
| Policy instance | 5 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 111439 |
| Policy instance | 4 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 111439 |
| Policy instance | 3 |
| HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
| Policy contract number | 0000 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30800044 |
| Policy instance | 1 |
