401k Plan data: KBW & ASSOCIATES RETIREMENT PLAN plan

KBW & ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan Name	KBW & ASSOCIATES RETIREMENT PLAN
Plan identification number	001

KBW & ASSOCIATES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

KBW & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: KBW & ASSOCIATES, INC.

Employer identification number (EIN): 273285460

NAIC Classification: 238300

Additional information about KBW & ASSOCIATES, INC.

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 2010-08-16

Company Identification Number: 20101621581

Legal Registered Office Address: 3111 SO. VALLEY VIEW BLVD. A104

LAS VEGAS
United States of America (USA)
89102

More information about KBW & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KBW & ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KELLY B. WILLIAMS
001 2016-07-01 KELLY B. WILLIAMS
001 2015-07-01 KELLY B. WILLIAMS
001 2014-07-01 KELLY WILLIAMS
001 2013-07-01 KELLY WILLIAMS
001 2012-07-01 KELLY WILLIAMS
001 2011-07-01 KELLY WILLIAMS
001 2010-07-01 KELLY WILLIAMS

Plan Statistics for KBW & ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for KBW & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2022: KBW & ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KBW & ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KBW & ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KBW & ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KBW & ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
2017: KBW & ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
2016: KBW & ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1
Total of all active and inactive participants 2016-07-01 1
Total participants 2016-07-01 1
Number of participants with account balances 2016-07-01 1
2015: KBW & ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1
Total of all active and inactive participants 2015-07-01 1
Total participants 2015-07-01 1
Number of participants with account balances 2015-07-01 1
2014: KBW & ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1
Total of all active and inactive participants 2014-07-01 1
Total participants 2014-07-01 1
Number of participants with account balances 2014-07-01 1
2013: KBW & ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1
Total of all active and inactive participants 2013-07-01 1
Total participants 2013-07-01 1
Number of participants with account balances 2013-07-01 1
2012: KBW & ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1
Total of all active and inactive participants 2012-07-01 1
Total participants 2012-07-01 1
Number of participants with account balances 2012-07-01 1
2011: KBW & ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1
Total of all active and inactive participants 2011-07-01 1
Total participants 2011-07-01 1
Number of participants with account balances 2011-07-01 1
2010: KBW & ASSOCIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 1
Total of all active and inactive participants 2010-07-01 1
Total participants 2010-07-01 1
Number of participants with account balances 2010-07-01 1

Measure	Date	Value
2022: KBW & ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KBW & ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KBW & ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KBW & ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KBW & ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
2017: KBW & ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
2016: KBW & ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1
Total of all active and inactive participants	2016-07-01	1
Total participants	2016-07-01	1
Number of participants with account balances	2016-07-01	1
2015: KBW & ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1
Total of all active and inactive participants	2015-07-01	1
Total participants	2015-07-01	1
Number of participants with account balances	2015-07-01	1
2014: KBW & ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1
Total of all active and inactive participants	2014-07-01	1
Total participants	2014-07-01	1
Number of participants with account balances	2014-07-01	1
2013: KBW & ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1
Total of all active and inactive participants	2013-07-01	1
Total participants	2013-07-01	1
Number of participants with account balances	2013-07-01	1
2012: KBW & ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1
Total of all active and inactive participants	2012-07-01	1
Total participants	2012-07-01	1
Number of participants with account balances	2012-07-01	1
2011: KBW & ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1
Total of all active and inactive participants	2011-07-01	1
Total participants	2011-07-01	1
Number of participants with account balances	2011-07-01	1
2010: KBW & ASSOCIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	1
Total of all active and inactive participants	2010-07-01	1
Total participants	2010-07-01	1
Number of participants with account balances	2010-07-01	1

Financial Data on KBW & ASSOCIATES RETIREMENT PLAN

Measure	Date	Value
2022 : KBW & ASSOCIATES RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-07-07	$638,277
Expenses. Total of all expenses incurred	2022-07-07	$998,801
Benefits paid (including direct rollovers)	2022-07-07	$998,801
Total plan assets at end of year	2022-07-07	$0
Total plan assets at beginning of year	2022-07-07	$360,524
Other income received	2022-07-07	$638,277
Net income (gross income less expenses)	2022-07-07	$-360,524
Net plan assets at end of year (total assets less liabilities)	2022-07-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-07-07	$360,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-07-07	$0
2021 : KBW & ASSOCIATES RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$74,223
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$360,524
Total plan assets at beginning of year	2021-12-31	$286,301
Other income received	2021-12-31	$74,223
Net income (gross income less expenses)	2021-12-31	$74,223
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$360,524
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$286,301
Assets. Value of employer securities	2021-12-31	$349,854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : KBW & ASSOCIATES RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$19,992
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$286,301
Total plan assets at beginning of year	2020-12-31	$266,309
Other income received	2020-12-31	$19,992
Net income (gross income less expenses)	2020-12-31	$19,992
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$286,301
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$266,309
Assets. Value of employer securities	2020-12-31	$275,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : KBW & ASSOCIATES RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-29,239
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$266,309
Total plan assets at beginning of year	2019-12-31	$295,548
Other income received	2019-12-31	$-29,239
Net income (gross income less expenses)	2019-12-31	$-29,239
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$266,309
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$295,548
Assets. Value of employer securities	2019-12-31	$255,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : KBW & ASSOCIATES RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-17,927
Total plan assets at end of year	2018-12-31	$295,548
Total plan assets at beginning of year	2018-12-31	$313,475
Other income received	2018-12-31	$-17,927
Net income (gross income less expenses)	2018-12-31	$-17,927
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$295,548
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$313,475
Assets. Value of employer securities	2018-12-31	$284,881
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : KBW & ASSOCIATES RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$184,174
Total plan assets at end of year	2017-12-31	$313,475
Total plan assets at beginning of year	2017-12-31	$129,301
Other income received	2017-12-31	$184,174
Net income (gross income less expenses)	2017-12-31	$184,174
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$313,475
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$129,301
Assets. Value of employer securities	2017-12-31	$302,808
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : KBW & ASSOCIATES RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1
Total plan assets at end of year	2016-12-31	$129,301
Total plan assets at beginning of year	2016-12-31	$129,300
Other income received	2016-12-31	$1
Net income (gross income less expenses)	2016-12-31	$1
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$129,301
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$129,300
Assets. Value of employer securities	2016-12-31	$118,637
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Total income from all sources	2016-06-30	$-9,309
Total plan assets at end of year	2016-06-30	$129,300
Total plan assets at beginning of year	2016-06-30	$138,609
Other income received	2016-06-30	$-9,309
Net income (gross income less expenses)	2016-06-30	$-9,309
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$129,300
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$138,609
Assets. Value of employer securities	2016-06-30	$118,637
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$0
Amount contributed by the employer to the plan for this plan year	2016-06-30	$0
2015 : KBW & ASSOCIATES RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$526
Total plan assets at end of year	2015-06-30	$138,609
Total plan assets at beginning of year	2015-06-30	$138,083
Other income received	2015-06-30	$526
Net income (gross income less expenses)	2015-06-30	$526
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$138,609
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$138,083
Assets. Value of employer securities	2015-06-30	$127,947
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$0
Amount contributed by the employer to the plan for this plan year	2015-06-30	$0
2014 : KBW & ASSOCIATES RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$-42,827
Total plan assets at end of year	2014-06-30	$138,083
Total plan assets at beginning of year	2014-06-30	$180,910
Other income received	2014-06-30	$-42,827
Net income (gross income less expenses)	2014-06-30	$-42,827
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$138,083
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$180,910
Assets. Value of employer securities	2014-06-30	$127,422
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
2013 : KBW & ASSOCIATES RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$-69,749
Total plan assets at end of year	2013-06-30	$180,910
Total plan assets at beginning of year	2013-06-30	$250,659
Other income received	2013-06-30	$-69,749
Net income (gross income less expenses)	2013-06-30	$-69,749
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$180,910
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$250,659
Assets. Value of employer securities	2013-06-30	$170,250
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
2012 : KBW & ASSOCIATES RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$1
Total plan assets at end of year	2012-06-30	$250,659
Total plan assets at beginning of year	2012-06-30	$250,658
Other income received	2012-06-30	$1
Net income (gross income less expenses)	2012-06-30	$1
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$250,659
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$250,658
Assets. Value of employer securities	2012-06-30	$240,000
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
2011 : KBW & ASSOCIATES RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$250,658
Total plan assets at end of year	2011-06-30	$250,658
Contributions received from other sources (not participants or employers)	2011-06-30	$250,653
Other income received	2011-06-30	$5
Net income (gross income less expenses)	2011-06-30	$250,658
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$250,658
Assets. Value of employer securities	2011-06-30	$240,000
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0

Form 5500 Responses for KBW & ASSOCIATES RETIREMENT PLAN

2022: KBW & ASSOCIATES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KBW & ASSOCIATES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KBW & ASSOCIATES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KBW & ASSOCIATES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KBW & ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KBW & ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KBW & ASSOCIATES RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: KBW & ASSOCIATES RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: KBW & ASSOCIATES RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: KBW & ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: KBW & ASSOCIATES RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: KBW & ASSOCIATES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: KBW & ASSOCIATES RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	First time form 5500 has been submitted	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KBW & ASSOCIATES, INC.
Employer identification number (EIN):	273285460
NAIC Classification:	238300

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2010-08-16
Company Identification Number:	20101621581
Legal Registered Office Address:	3111 SO. VALLEY VIEW BLVD. A104 LAS VEGAS United States of America (USA) 89102