KEY BENEFIT ADMINISTRATORS has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : KEY FAMILY 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $13,504 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $50,601 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,988,605 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,021,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,985,953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,522,570 |
Value of total assets at end of year | 2022-12-31 | $16,846,307 |
Value of total assets at beginning of year | 2022-12-31 | $20,893,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,794 |
Total interest from all sources | 2022-12-31 | $9,640 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $431,615 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $431,615 |
Administrative expenses professional fees incurred | 2022-12-31 | $35,794 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,358,342 |
Participant contributions at end of year | 2022-12-31 | $240,144 |
Participant contributions at beginning of year | 2022-12-31 | $189,761 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,010,352 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,832,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,843,155 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,183,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,307,129 |
Interest on participant loans | 2022-12-31 | $9,640 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,422,426 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,396,866 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,952,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $164,228 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,985,953 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $13,504 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $50,601 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2022-12-31 | 351489521 |
2021 : KEY FAMILY 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $50,601 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $65,212 |
Total income from all sources (including contributions) | 2021-12-31 | $3,674,670 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,712,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,683,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,392,724 |
Value of total assets at end of year | 2021-12-31 | $20,893,756 |
Value of total assets at beginning of year | 2021-12-31 | $18,945,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $28,274 |
Total interest from all sources | 2021-12-31 | $10,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $730,351 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $730,351 |
Administrative expenses professional fees incurred | 2021-12-31 | $21,861 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,229,320 |
Participant contributions at end of year | 2021-12-31 | $189,761 |
Participant contributions at beginning of year | 2021-12-31 | $212,135 |
Administrative expenses (other) incurred | 2021-12-31 | $6,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,962,424 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,843,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,880,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,307,129 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,030,692 |
Interest on participant loans | 2021-12-31 | $10,131 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $112,608 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $112,608 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,396,866 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,590,508 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,541,464 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $163,404 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,683,972 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $50,601 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $65,212 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2021-12-31 | 351489521 |
2020 : KEY FAMILY 401K PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $65,212 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $36,952 |
Total income from all sources (including contributions) | 2020-12-31 | $3,874,318 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $978,062 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $959,157 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,394,203 |
Value of total assets at end of year | 2020-12-31 | $18,945,943 |
Value of total assets at beginning of year | 2020-12-31 | $16,021,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,905 |
Total interest from all sources | 2020-12-31 | $12,294 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $598,406 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $598,406 |
Administrative expenses professional fees incurred | 2020-12-31 | $13,574 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,210,108 |
Participant contributions at end of year | 2020-12-31 | $212,135 |
Participant contributions at beginning of year | 2020-12-31 | $227,242 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $19,280 |
Administrative expenses (other) incurred | 2020-12-31 | $5,331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,896,256 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,880,731 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,984,475 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $17,030,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,358,502 |
Interest on participant loans | 2020-12-31 | $12,294 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $112,608 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $101,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $101,043 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,590,508 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,334,640 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,869,415 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $164,815 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $959,157 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $65,212 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $36,952 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2020-12-31 | 351489521 |
2019 : KEY FAMILY 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $36,952 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,424,745 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $999,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $943,578 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,275,330 |
Value of total assets at end of year | 2019-12-31 | $16,021,427 |
Value of total assets at beginning of year | 2019-12-31 | $13,559,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $56,335 |
Total interest from all sources | 2019-12-31 | $13,494 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $572,733 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $572,733 |
Administrative expenses professional fees incurred | 2019-12-31 | $14,385 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,123,392 |
Participant contributions at end of year | 2019-12-31 | $227,242 |
Participant contributions at beginning of year | 2019-12-31 | $232,230 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,727 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,424,832 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,984,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,559,643 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $41,950 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,358,502 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,352,351 |
Interest on participant loans | 2019-12-31 | $13,494 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $101,043 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,874,791 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,874,791 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,334,640 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,100,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,563,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $145,211 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $943,578 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $36,952 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2019-12-31 | 351489521 |
2018 : KEY FAMILY 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $18,405 |
Total income from all sources (including contributions) | 2018-12-31 | $779,346 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $732,811 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $634,366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,347,694 |
Value of total assets at end of year | 2018-12-31 | $13,559,643 |
Value of total assets at beginning of year | 2018-12-31 | $13,531,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $98,445 |
Total interest from all sources | 2018-12-31 | $11,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $416,586 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $416,586 |
Administrative expenses professional fees incurred | 2018-12-31 | $15,642 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,111,849 |
Participant contributions at end of year | 2018-12-31 | $232,230 |
Participant contributions at beginning of year | 2018-12-31 | $230,902 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $93,042 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $46,535 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,559,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,513,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $82,803 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,352,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,228,066 |
Interest on participant loans | 2018-12-31 | $11,706 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,874,791 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,196,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,196,207 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,100,271 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $872,679 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-996,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $142,803 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $634,366 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $18,405 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2018-12-31 | 351489521 |
2017 : KEY FAMILY 401K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $18,405 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $37,942 |
Total income from all sources (including contributions) | 2017-12-31 | $3,103,845 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $854,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $831,619 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $4,082 |
Value of total corrective distributions | 2017-12-31 | $18,405 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,565,635 |
Value of total assets at end of year | 2017-12-31 | $13,531,513 |
Value of total assets at beginning of year | 2017-12-31 | $11,301,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $9,337 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $450,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $450,533 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,125,831 |
Participant contributions at end of year | 2017-12-31 | $230,902 |
Participant contributions at beginning of year | 2017-12-31 | $201,782 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $284,262 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,249,739 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,513,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,263,369 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,228,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,351,723 |
Interest on participant loans | 2017-12-31 | $9,337 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,196,207 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $960,454 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $960,454 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $872,679 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $787,352 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,078,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $155,542 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,659 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $831,619 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $18,405 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $37,942 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2017-12-31 | 351489521 |
2016 : KEY FAMILY 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $37,942 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $24,202 |
Total income from all sources (including contributions) | 2016-12-31 | $2,120,200 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $712,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $671,034 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,973 |
Value of total corrective distributions | 2016-12-31 | $37,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,865,009 |
Value of total assets at end of year | 2016-12-31 | $11,301,311 |
Value of total assets at beginning of year | 2016-12-31 | $9,880,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $7,920 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $239,534 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $239,534 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,211,936 |
Participant contributions at end of year | 2016-12-31 | $201,782 |
Participant contributions at beginning of year | 2016-12-31 | $139,931 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $526,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,407,251 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,263,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,856,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,351,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,045,883 |
Interest on participant loans | 2016-12-31 | $7,920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $960,454 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $694,506 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $694,506 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $787,352 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $7,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $126,592 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $671,034 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $37,942 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $24,202 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2016-12-31 | 351489521 |
2015 : KEY FAMILY 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $24,202 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $31,637 |
Total income from all sources (including contributions) | 2015-12-31 | $1,035,983 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $255,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $231,207 |
Value of total corrective distributions | 2015-12-31 | $24,202 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,411,524 |
Value of total assets at end of year | 2015-12-31 | $9,880,320 |
Value of total assets at beginning of year | 2015-12-31 | $9,107,181 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $4,965 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $316,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $316,060 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $997,674 |
Participant contributions at end of year | 2015-12-31 | $139,931 |
Participant contributions at beginning of year | 2015-12-31 | $121,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $352,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $780,574 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,856,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,075,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,045,883 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,297,294 |
Interest on participant loans | 2015-12-31 | $4,965 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $694,506 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $688,212 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $688,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-696,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $61,804 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $231,207 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $24,202 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $31,637 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2015-12-31 | 351489521 |
2014 : KEY FAMILY 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $31,637 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $12,440 |
Total income from all sources (including contributions) | 2014-12-31 | $1,285,662 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,554,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,523,257 |
Value of total corrective distributions | 2014-12-31 | $31,637 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $861,395 |
Value of total assets at end of year | 2014-12-31 | $9,107,181 |
Value of total assets at beginning of year | 2014-12-31 | $10,357,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $5,926 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $121,675 |
Participant contributions at beginning of year | 2014-12-31 | $150,042 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $95,978 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,269,232 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,075,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,344,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,297,294 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,446,080 |
Interest on participant loans | 2014-12-31 | $5,926 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $688,212 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $761,094 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $761,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $418,341 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $765,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,523,257 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $31,637 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $12,440 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2014-12-31 | 351489521 |
2013 : KEY FAMILY 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $12,440 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $26,105 |
Total income from all sources (including contributions) | 2013-12-31 | $1,576,032 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,741,019 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,725,449 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $3,130 |
Value of total corrective distributions | 2013-12-31 | $12,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $725,716 |
Value of total assets at end of year | 2013-12-31 | $10,357,216 |
Value of total assets at beginning of year | 2013-12-31 | $10,535,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $6,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $678,646 |
Participant contributions at end of year | 2013-12-31 | $150,042 |
Participant contributions at beginning of year | 2013-12-31 | $160,638 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $47,070 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-164,987 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,344,776 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,509,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,446,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,696,751 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $6,848 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $761,094 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $678,479 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $678,479 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $843,468 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,725,449 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $12,440 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $26,005 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2013-12-31 | 351489521 |
2012 : KEY FAMILY 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $26,105 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $28,661 |
Total income from all sources (including contributions) | 2012-12-31 | $1,446,205 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $656,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $625,891 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $4,362 |
Value of total corrective distributions | 2012-12-31 | $26,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $675,519 |
Value of total assets at end of year | 2012-12-31 | $10,535,868 |
Value of total assets at beginning of year | 2012-12-31 | $9,748,477 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $6,427 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $623,872 |
Participant contributions at end of year | 2012-12-31 | $160,638 |
Participant contributions at beginning of year | 2012-12-31 | $147,391 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $51,647 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $716 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $100 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $789,947 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,509,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,719,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,696,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,575,650 |
Interest on participant loans | 2012-12-31 | $6,427 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $678,479 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,024,720 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,024,720 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $764,259 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $625,891 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $26,005 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $28,661 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2012-12-31 | 351489521 |
2011 : KEY FAMILY 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $28,661 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $32,700 |
Total income from all sources (including contributions) | 2011-12-31 | $119,226 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $256,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $207,233 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $20,745 |
Value of total corrective distributions | 2011-12-31 | $28,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $704,941 |
Value of total assets at end of year | 2011-12-31 | $9,748,477 |
Value of total assets at beginning of year | 2011-12-31 | $9,889,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $5,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,250,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $617,191 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $87,750 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $716 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $147,391 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $160,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $218 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-137,413 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,719,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,857,229 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,575,650 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,899,912 |
Interest on participant loans | 2011-12-31 | $5,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,024,720 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $828,992 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $828,992 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-591,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $207,233 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $28,661 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $32,482 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2011-12-31 | 351489521 |
2010 : KEY FAMILY 401K PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $32,700 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,796,684 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,149,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,066,329 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $14,478 |
Value of total corrective distributions | 2010-12-31 | $69,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $726,382 |
Value of total assets at end of year | 2010-12-31 | $9,889,929 |
Value of total assets at beginning of year | 2010-12-31 | $9,210,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $5,225 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,250,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $623,669 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Participant contributions at end of year | 2010-12-31 | $265 |
Participant contributions at beginning of year | 2010-12-31 | $158 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $102,713 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $160,760 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $49,040 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $218 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $646,687 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,857,229 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,210,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,899,912 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,876,045 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $5,225 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $828,992 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,285,299 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,285,299 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,065,077 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $0 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,066,329 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $32,482 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2010-12-31 | 351489521 |