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Plan Name | KENNEDY SOUZA APC 401 K PROFIT SHARING PLAN TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KENNEDY & SOUZA APC |
Employer identification number (EIN): | 330983178 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ROBERT TORRE | 2023-08-01 | ROBERT TORRE | 2023-08-01 |
001 | 2021-01-01 | ROBERT TORRE | 2022-05-16 | ||
001 | 2020-01-01 | ROBERT TORRE | 2021-10-05 | ||
001 | 2019-01-01 | MARINA FIELD | 2020-09-03 | KEVIN P. KENNEDY | 2020-09-03 |
001 | 2018-01-01 | MARINA FIELD | 2019-06-03 | ||
001 | 2017-01-01 | MARINA FIELD | 2018-07-23 | ||
001 | 2016-01-01 | MAIRNA FIELD | 2017-07-20 | ||
001 | 2015-01-01 | MARINA FIELD | 2016-06-02 | ||
001 | 2014-01-01 | MARINA FIELD | 2015-06-22 | ||
001 | 2013-01-01 | ASHLEY SIMPSON | 2014-06-16 | ||
001 | 2012-01-01 | KENNEDY SOUZA APC | 2013-06-07 | ||
001 | 2011-01-01 | KENNEDY SOUZA APC | |||
001 | 2010-01-01 | KENNEDY SOUZA APC | 2011-06-10 |
Measure | Date | Value |
---|---|---|
2011: KENNEDY SOUZA APC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 28 |
Number of participants with account balances | 2011-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : KENNEDY SOUZA APC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $86,229 |
Expenses. Total of all expenses incurred | 2011-12-31 | $140 |
Benefits paid (including direct rollovers) | 2011-12-31 | $140 |
Total plan assets at end of year | 2011-12-31 | $1,033,538 |
Total plan assets at beginning of year | 2011-12-31 | $947,449 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $70,881 |
Other income received | 2011-12-31 | $-16,397 |
Net income (gross income less expenses) | 2011-12-31 | $86,089 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,033,538 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $947,449 |
Assets. Value of participant loans | 2011-12-31 | $90,343 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $31,745 |
2011: KENNEDY SOUZA APC 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |