401k Plan data: THE KRELLER CONSULTING GROUP 401(K) PLAN plan

THE KRELLER CONSULTING GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE KRELLER CONSULTING GROUP 401(K) PLAN
Plan identification number	001

THE KRELLER CONSULTING GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE KRELLER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE KRELLER GROUP, INC.

Employer identification number (EIN): 311262370

NAIC Classification: 522190
NAIC Description: Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KRELLER CONSULTING GROUP 401(K) 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 SUSAN HEITKER
001 2017-01-01 SUSAN HEITKER
001 2016-01-01 SUSAN HEITKER
001 2015-01-01 SUSAN HEITKER
001 2014-01-01 SUSAN HEITKER 2015-07-23 SUSAN HEITKER 2015-07-23
001 2013-01-01 SUSAN HEITKER 2014-06-03 SUSAN HEITKER 2014-06-03
001 2012-01-01 SUSAN HEITKER 2013-05-24 SUSAN HEITKER 2013-05-24
001 2011-01-01 SUSAN HEITKER 2012-04-26 SUSAN HEITKER 2012-04-26
001 2010-01-01 SUSAN HEITKER 2011-07-11 SUSAN HEITKER 2011-07-11
001 2007-01-01 NENITA MCINTOSH

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	SUSAN HEITKER
001	2017-01-01	SUSAN HEITKER
001	2016-01-01	SUSAN HEITKER
001	2015-01-01	SUSAN HEITKER
001	2014-01-01	SUSAN HEITKER	2015-07-23	SUSAN HEITKER	2015-07-23
001	2013-01-01	SUSAN HEITKER	2014-06-03	SUSAN HEITKER	2014-06-03
001	2012-01-01	SUSAN HEITKER	2013-05-24	SUSAN HEITKER	2013-05-24
001	2011-01-01	SUSAN HEITKER	2012-04-26	SUSAN HEITKER	2012-04-26
001	2010-01-01	SUSAN HEITKER	2011-07-11	SUSAN HEITKER	2011-07-11
001	2007-01-01	NENITA MCINTOSH

Plan Statistics for THE KRELLER CONSULTING GROUP 401(K) PLAN

401k plan membership statisitcs for THE KRELLER CONSULTING GROUP 401(K) PLAN

Measure Date Value
2022: THE KRELLER CONSULTING GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 65
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 33
Total of all active and inactive participants 2022-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 98
Number of participants with account balances 2022-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE KRELLER CONSULTING GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 67
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 25
Total of all active and inactive participants 2021-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 92
Number of participants with account balances 2021-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE KRELLER CONSULTING GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 73
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 26
Total of all active and inactive participants 2020-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 99
Number of participants with account balances 2020-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE KRELLER CONSULTING GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 79
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 14
Total of all active and inactive participants 2019-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 93
Number of participants with account balances 2019-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE KRELLER CONSULTING GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 66
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 80
Number of participants with account balances 2018-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE KRELLER CONSULTING GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 73
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 87
Number of participants with account balances 2017-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE KRELLER CONSULTING GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 79
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 87
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE KRELLER CONSULTING GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 73
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 87
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2007: THE KRELLER CONSULTING GROUP 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 60
Number of other retired or separated participants entitled to future benefits 2007-01-01 3
Total of all active and inactive participants 2007-01-01 63
Total participants 2007-01-01 63
Number of participants with account balances 2007-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 5

Measure	Date	Value
2022: THE KRELLER CONSULTING GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	65
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	33
Total of all active and inactive participants	2022-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	98
Number of participants with account balances	2022-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE KRELLER CONSULTING GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	67
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	25
Total of all active and inactive participants	2021-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	92
Number of participants with account balances	2021-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE KRELLER CONSULTING GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	73
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	26
Total of all active and inactive participants	2020-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	99
Number of participants with account balances	2020-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE KRELLER CONSULTING GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	79
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	14
Total of all active and inactive participants	2019-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	93
Number of participants with account balances	2019-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE KRELLER CONSULTING GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	66
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	80
Number of participants with account balances	2018-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE KRELLER CONSULTING GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	73
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	87
Number of participants with account balances	2017-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE KRELLER CONSULTING GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	79
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	87
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE KRELLER CONSULTING GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	73
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	87
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2007: THE KRELLER CONSULTING GROUP 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	60
Number of other retired or separated participants entitled to future benefits	2007-01-01	3
Total of all active and inactive participants	2007-01-01	63
Total participants	2007-01-01	63
Number of participants with account balances	2007-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	5

Financial Data on THE KRELLER CONSULTING GROUP 401(K) PLAN

Measure	Date	Value
2022 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,547,457
Expenses. Total of all expenses incurred	2022-12-31	$409,391
Benefits paid (including direct rollovers)	2022-12-31	$338,217
Total plan assets at end of year	2022-12-31	$9,641,264
Total plan assets at beginning of year	2022-12-31	$12,598,112
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$487,931
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$21,837
Other income received	2022-12-31	$-3,257,017
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,956,848
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$9,641,264
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,598,112
Assets. Value of participant loans	2022-12-31	$133,094
Total contributions received or receivable from employer(s)	2022-12-31	$199,792
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$71,174
2021 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,422,424
Expenses. Total of all expenses incurred	2021-12-31	$1,525,586
Benefits paid (including direct rollovers)	2021-12-31	$1,444,105
Total plan assets at end of year	2021-12-31	$12,598,112
Total plan assets at beginning of year	2021-12-31	$12,701,274
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$409,889
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$821,052
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-103,162
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,598,112
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$12,701,274
Assets. Value of participant loans	2021-12-31	$142,597
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$191,483
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$81,481
2020 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$100
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,578,984
Expenses. Total of all expenses incurred	2020-12-31	$305,163
Benefits paid (including direct rollovers)	2020-12-31	$234,409
Total plan assets at end of year	2020-12-31	$12,701,274
Total plan assets at beginning of year	2020-12-31	$10,427,353
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$403,215
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$64,011
Other income received	2020-12-31	$1,918,874
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,273,821
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,701,274
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$10,427,353
Assets. Value of participant loans	2020-12-31	$145,753
Total contributions received or receivable from employer(s)	2020-12-31	$192,884
Value of certain deemed distributions of participant loans	2020-12-31	$1,856
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$68,898
2019 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,421,664
Expenses. Total of all expenses incurred	2019-12-31	$174,509
Benefits paid (including direct rollovers)	2019-12-31	$106,173
Total plan assets at end of year	2019-12-31	$10,427,353
Total plan assets at beginning of year	2019-12-31	$7,180,198
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$365,275
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,877,011
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$3,247,155
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$10,427,353
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,180,198
Assets. Value of participant loans	2019-12-31	$116,949
Total contributions received or receivable from employer(s)	2019-12-31	$179,378
Value of certain deemed distributions of participant loans	2019-12-31	$2,282
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$66,054
2018 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$20,463
Expenses. Total of all expenses incurred	2018-12-31	$252,476
Benefits paid (including direct rollovers)	2018-12-31	$195,571
Total plan assets at end of year	2018-12-31	$7,180,198
Total plan assets at beginning of year	2018-12-31	$7,412,211
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$270,068
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-387,052
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-232,013
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,180,198
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,412,211
Assets. Value of participant loans	2018-12-31	$126,769
Total contributions received or receivable from employer(s)	2018-12-31	$137,447
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$56,905
2017 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,517,084
Expenses. Total of all expenses incurred	2017-12-31	$241,516
Benefits paid (including direct rollovers)	2017-12-31	$194,562
Total plan assets at end of year	2017-12-31	$7,412,211
Total plan assets at beginning of year	2017-12-31	$6,136,643
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$226,245
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,146,356
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,275,568
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,412,211
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,136,643
Assets. Value of participant loans	2017-12-31	$119,431
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$144,483
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$46,954
2016 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$867,763
Expenses. Total of all expenses incurred	2016-12-31	$94,115
Benefits paid (including direct rollovers)	2016-12-31	$57,980
Total plan assets at end of year	2016-12-31	$6,136,643
Total plan assets at beginning of year	2016-12-31	$5,362,995
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$248,317
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$464,594
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$773,648
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,136,643
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,362,995
Assets. Value of participant loans	2016-12-31	$107,398
Total contributions received or receivable from employer(s)	2016-12-31	$154,852
Value of certain deemed distributions of participant loans	2016-12-31	$-1,059
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$37,194
2015 : THE KRELLER CONSULTING GROUP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$97,932
Expenses. Total of all expenses incurred	2015-12-31	$107,100
Benefits paid (including direct rollovers)	2015-12-31	$68,134
Total plan assets at end of year	2015-12-31	$5,362,995
Total plan assets at beginning of year	2015-12-31	$5,372,163
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$208,216
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-232,515
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-9,168
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,362,995
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,372,163
Assets. Value of participant loans	2015-12-31	$126,159
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$122,231
Value of certain deemed distributions of participant loans	2015-12-31	$1,046
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$37,920

Form 5500 Responses for THE KRELLER CONSULTING GROUP 401(K) PLAN

2022: THE KRELLER CONSULTING GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE KRELLER CONSULTING GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE KRELLER CONSULTING GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE KRELLER CONSULTING GROUP 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE KRELLER CONSULTING GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE KRELLER CONSULTING GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE KRELLER CONSULTING GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE KRELLER CONSULTING GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2007: THE KRELLER CONSULTING GROUP 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-063659

Policy instance

Insurance contract or identification number	GA-063659
Number of Individuals Covered	5
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-063659

Policy instance

Insurance contract or identification number	GA-063659
Number of Individuals Covered	6
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-063659

Policy instance

Insurance contract or identification number	GA-063659
Number of Individuals Covered	8
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-063659

Policy instance

Insurance contract or identification number	GA-063659
Number of Individuals Covered	13
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-063659

Policy instance

Insurance contract or identification number	GA-063659
Number of Individuals Covered	16
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-063659

Policy instance

Insurance contract or identification number	GA-063659
Number of Individuals Covered	16
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

44892

Policy instance

Insurance contract or identification number	44892
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-08
Total amount of commissions paid to insurance broker	USD $11,183
Total amount of fees paid to insurance company	USD $953
Are there contracts with allocated funds for individual policies?	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,183
Amount paid for insurance broker fees	59
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NFP ADVISOR SERVICES LLC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-063659

Policy instance

Insurance contract or identification number	GA-063659
Number of Individuals Covered	21
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

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Company Name:	THE KRELLER GROUP, INC.
Employer identification number (EIN):	311262370
NAIC Classification:	522190
NAIC Description:	Other Depository Credit Intermediation