KALNIZ, IORIO & REARDON CO., LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KALNIZ, IORIO & FELDSTEIN CO.,LPA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $619,960 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $19,803 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $6,287 |
| Total plan assets at end of year | 2023-12-31 | $3,374,744 |
| Total plan assets at beginning of year | 2023-12-31 | $2,774,587 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $65,982 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $536,004 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $600,157 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,374,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,774,587 |
| Assets. Value of participant loans | 2023-12-31 | $20,244 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $17,974 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $13,516 |
| 2022 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 | $-428,174 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $124,197 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $110,163 |
| Total plan assets at end of year | 2022-12-31 | $2,774,587 |
| Total plan assets at beginning of year | 2022-12-31 | $3,326,958 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $61,566 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-509,938 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-552,371 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,774,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,326,958 |
| Assets. Value of participant loans | 2022-12-31 | $27,224 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $20,198 |
| 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 | $14,034 |
| 2021 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 | $559,231 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $17,963 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $4,226 |
| Total plan assets at end of year | 2021-12-31 | $3,326,958 |
| Total plan assets at beginning of year | 2021-12-31 | $2,785,690 |
| 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 | $95,807 |
| 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 | $445,019 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $541,268 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,326,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,785,690 |
| Assets. Value of participant loans | 2021-12-31 | $26,997 |
| 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 | $18,405 |
| 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 | $13,737 |
| 2020 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| 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 | $453,471 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,660,392 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,646,813 |
| Total plan assets at end of year | 2020-12-31 | $2,785,690 |
| Total plan assets at beginning of year | 2020-12-31 | $3,992,611 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $41,680 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $388,552 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,206,921 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,785,690 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,992,611 |
| Assets. Value of participant loans | 2020-12-31 | $4,181 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $23,239 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $13,579 |
| 2019 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $89,732 |
| 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 | $974,685 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,062,093 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,041,003 |
| Total plan assets at end of year | 2019-12-31 | $3,992,611 |
| Total plan assets at beginning of year | 2019-12-31 | $3,990,287 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $81,808 |
| 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 | $871,167 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-87,408 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,992,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,990,287 |
| Assets. Value of participant loans | 2019-12-31 | $6,861 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $21,710 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $21,090 |
| 2018 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 | $-168,880 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $39,461 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $18,397 |
| Total plan assets at end of year | 2018-12-31 | $3,990,287 |
| Total plan assets at beginning of year | 2018-12-31 | $4,198,628 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $41,005 |
| 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 | $-231,459 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-208,341 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,990,287 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,198,628 |
| Assets. Value of participant loans | 2018-12-31 | $10,323 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $21,574 |
| 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 | $21,064 |
| 2017 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 | $657,558 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $182,630 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $163,141 |
| Total plan assets at end of year | 2017-12-31 | $4,198,628 |
| Total plan assets at beginning of year | 2017-12-31 | $3,723,700 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $36,505 |
| 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 | $594,199 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $474,928 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,198,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,723,700 |
| Assets. Value of participant loans | 2017-12-31 | $13,650 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $26,854 |
| 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 | $19,489 |
| 2016 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 | $332,929 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $261,792 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $244,227 |
| Total plan assets at end of year | 2016-12-31 | $3,723,700 |
| Total plan assets at beginning of year | 2016-12-31 | $3,652,563 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $53,305 |
| 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 | $248,889 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $71,137 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,723,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,652,563 |
| Assets. Value of participant loans | 2016-12-31 | $1,035 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,735 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $17,565 |
| 2015 : KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 | $122,955 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $50,601 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $43,135 |
| Total plan assets at end of year | 2015-12-31 | $3,652,563 |
| Total plan assets at beginning of year | 2015-12-31 | $3,580,209 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $97,962 |
| 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 | $-3,309 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $72,354 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,652,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,580,209 |
| Assets. Value of participant loans | 2015-12-31 | $1,574 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,302 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,466 |
| 2023: KALNIZ, IORIO & FELDSTEIN CO.,LPA 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KALNIZ, IORIO & FELDSTEIN CO.,LPA 401(K) 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 – 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: KALNIZ, IORIO & FELDSTEIN CO.,LPA 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: KALNIZ, IORIO & FELDSTEIN CO.,LPA 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: KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KALNIZ, IORIO & FELDSTEIN CO.,LPA 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
