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Plan Name | KUEBLER & ASSOCIATES, CPAS, A PROF CORP 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KUEBLER & ASSOCIATES, CPAS, A PROF CORP |
Employer identification number (EIN): | 330257028 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | JOSEPH KUEBLER | 2017-12-15 | ||
002 | 2016-01-01 | JOSEPH KUEBLER | 2017-04-13 | ||
002 | 2015-01-01 | JOSEPH KUEBLER | 2016-08-12 | ||
002 | 2014-01-01 | JOSEPH KUEBLER | 2015-04-21 | ||
002 | 2013-01-01 | JOSEPH KUEBLER | 2014-04-30 | ||
002 | 2012-01-01 | JOSEPH KUEBLER | 2013-05-14 | ||
002 | 2011-01-01 | JOSEPH KUEBLER | 2012-06-25 | ||
002 | 2010-01-01 | JOSEPH KUEBLER | |||
002 | 2009-01-01 | JOSEPH KUEBLER | JOSEPH KUEBLER | 2010-08-24 |
Measure | Date | Value |
---|---|---|
2010: KUEBLER & ASSOCIATES, CPAS, A PROF CORP 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
Total of all active and inactive participants | 2010-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 14 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: KUEBLER & ASSOCIATES, CPAS, A PROF CORP 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2010 : KUEBLER & ASSOCIATES, CPAS, A PROF CORP 401(K) PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $195,816 |
Expenses. Total of all expenses incurred | 2010-12-31 | $168,536 |
Benefits paid (including direct rollovers) | 2010-12-31 | $168,536 |
Total plan assets at end of year | 2010-12-31 | $829,046 |
Total plan assets at beginning of year | 2010-12-31 | $801,766 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $85,039 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $83,054 |
Net income (gross income less expenses) | 2010-12-31 | $27,280 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $829,046 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $801,766 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $27,723 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2010: KUEBLER & ASSOCIATES, CPAS, A PROF CORP 401(K) PLAN 2010 form 5500 responses | ||
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: KUEBLER & ASSOCIATES, CPAS, A PROF CORP 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-026576 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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