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KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number 001

KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KJWW P.C. has sponsored the creation of one or more 401k plans.

Company Name:KJWW P.C.
Employer identification number (EIN):362851209
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01SHIRLEY A. HOWE SHIRLEY A. HOWE2017-10-16
0012016-01-01 SHIRLEY A. HOWE2017-09-11
0012016-01-01 SHIRLEY A. HOWE2017-09-29
0012015-01-01SHIRLEY HOWE
0012014-01-01SHIRLEY HOWE
0012014-01-01SHIRLEY HOWE
0012013-01-01SHIRLEY HOWE
0012012-01-01SHIRLEY HOWE SHIRLEY HOWE2013-10-03
0012011-01-01SHIRLEY HOWE
0012010-01-01SHIRLEY HOWE
0012009-01-01SHIRLEY HOWE

Plan Statistics for KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01665
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01400
Total number of active participants reported on line 7a of the Form 55002015-01-01399
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01429
Number of participants with account balances2015-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01428
Total number of active participants reported on line 7a of the Form 55002014-01-01373
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01399
Number of participants with account balances2014-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01411
Total number of active participants reported on line 7a of the Form 55002013-01-01404
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01427
Number of participants with account balances2013-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01382
Total number of active participants reported on line 7a of the Form 55002012-01-01390
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01411
Number of participants with account balances2012-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01393
Total number of active participants reported on line 7a of the Form 55002011-01-01340
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01366
Number of participants with account balances2011-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2010: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01424
Total number of active participants reported on line 7a of the Form 55002010-01-01363
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01395
Number of participants with account balances2010-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0121
2009: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01470
Total number of active participants reported on line 7a of the Form 55002009-01-01367
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01423
Number of participants with account balances2009-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0145

Financial Data on KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$55,958,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,934,158
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,528,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,517,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,516,196
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$48,553,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,805
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,528,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,528,824
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,482,772
Participant contributions at beginning of year2016-12-31$47,262
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$211,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$33,279
Administrative expenses (other) incurred2016-12-31$11,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,405,319
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,553,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,327,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,038,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,038,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,889,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$822,279
Employer contributions (assets) at beginning of year2016-12-31$106,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,517,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HONKAMP KRUEGER & CO., P.C.
Accountancy firm EIN2016-12-31420946155
2015 : KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,955,043
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$674,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$634,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,450,693
Value of total assets at end of year2015-12-31$48,553,553
Value of total assets at beginning of year2015-12-31$46,273,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,911
Total interest from all sources2015-12-31$776,119
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$445,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$445,067
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,165,080
Participant contributions at end of year2015-12-31$47,262
Participant contributions at beginning of year2015-12-31$194,117
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,891,687
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$230,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$33,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,237
Administrative expenses (other) incurred2015-12-31$39,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,280,530
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,553,553
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$46,273,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,327,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,525,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,038,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,266,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,266,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$776,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,716,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,055,577
Employer contributions (assets) at end of year2015-12-31$106,879
Employer contributions (assets) at beginning of year2015-12-31$114,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$634,602
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,271,841
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HONKAMP KRUEGER & CO PC
Accountancy firm EIN2015-12-31420946155
2014 : KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$148,046
Total unrealized appreciation/depreciation of assets2014-12-31$148,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,664,873
Total loss/gain on sale of assets2014-12-31$128,901
Total of all expenses incurred2014-12-31$3,060,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,985,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,014,768
Value of total assets at end of year2014-12-31$46,273,023
Value of total assets at beginning of year2014-12-31$43,668,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,239
Total interest from all sources2014-12-31$13,274
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$391,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$367,613
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,161,774
Participant contributions at end of year2014-12-31$194,117
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,891,687
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$13,388,028
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$106,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,464
Other income not declared elsewhere2014-12-31$1,968,070
Administrative expenses (other) incurred2014-12-31$75,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,604,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$46,273,023
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,668,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,525,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,073,091
Income. Interest from corporate debt instruments2014-12-31$10,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,266,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,768,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,768,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$746,783
Employer contributions (assets) at end of year2014-12-31$114,006
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$24,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,985,095
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$713,849
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,271,841
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,713,684
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$128,901
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2014-12-31421092253
2013 : KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$537,640
Total unrealized appreciation/depreciation of assets2013-12-31$537,640
Total income from all sources (including contributions)2013-12-31$12,466,417
Total loss/gain on sale of assets2013-12-31$468,114
Total of all expenses incurred2013-12-31$1,462,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,413,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,842,347
Value of total assets at end of year2013-12-31$43,668,484
Value of total assets at beginning of year2013-12-31$32,664,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,140
Total interest from all sources2013-12-31$48,209
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,422,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,335,015
Administrative expenses professional fees incurred2013-12-31$7,573
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,016,069
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$20,800
Assets. Other investments not covered elsewhere at end of year2013-12-31$13,388,028
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,404,148
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$108,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,861
Other income not declared elsewhere2013-12-31$7,147,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,003,529
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,668,484
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,664,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$41,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,073,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,394,696
Income. Interest from corporate debt instruments2013-12-31$37,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,768,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,710,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,710,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11,009
Asset value of US Government securities at beginning of year2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$717,772
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$10,400
Income. Dividends from common stock2013-12-31$87,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,413,748
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$713,849
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,241,425
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,713,684
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,871,356
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$468,114
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2013-12-31421092253
2012 : KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$326,567
Total unrealized appreciation/depreciation of assets2012-12-31$326,567
Total income from all sources (including contributions)2012-12-31$7,673,357
Total loss/gain on sale of assets2012-12-31$139,008
Total of all expenses incurred2012-12-31$2,352,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,290,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,056,236
Value of total assets at end of year2012-12-31$32,664,955
Value of total assets at beginning of year2012-12-31$27,344,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,525
Total interest from all sources2012-12-31$44,300
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$583,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$494,399
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,703,433
Participant contributions at end of year2012-12-31$20,800
Participant contributions at beginning of year2012-12-31$14,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,404,148
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$12,034
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$767,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$18,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,320,478
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,664,955
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,344,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$49,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,394,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,900,965
Income. Interest from corporate debt instruments2012-12-31$31,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,710,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,320,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,320,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,507
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,523,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$585,452
Employer contributions (assets) at end of year2012-12-31$10,400
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$89,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,290,354
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,241,425
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,250,379
Contract administrator fees2012-12-31$13,386
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,871,356
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$11,827,436
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$139,008
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2012-12-31421092253
2011 : KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$308,292
Total loss/gain on sale of assets2011-12-31$143,815
Total of all expenses incurred2011-12-31$1,498,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,442,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,451,552
Value of total assets at end of year2011-12-31$27,344,477
Value of total assets at beginning of year2011-12-31$28,534,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$55,625
Total interest from all sources2011-12-31$96,592
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$382,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$382,069
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,343,894
Participant contributions at end of year2011-12-31$14,000
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$12,034
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,666
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$107,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$18,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$24,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,189,745
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,344,477
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,534,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$46,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,900,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,891,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,320,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,980,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,980,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$96,592
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$777,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,765,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,442,412
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,250,379
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$500,264
Contract administrator fees2011-12-31$8,644
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$11,827,436
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,343,223
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$143,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2011-12-31421092253
2010 : KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
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$5,092,593
Total loss/gain on sale of assets2010-12-31$10,443
Total of all expenses incurred2010-12-31$1,302,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,257,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,317,153
Value of total assets at end of year2010-12-31$28,534,222
Value of total assets at beginning of year2010-12-31$24,744,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,409
Total interest from all sources2010-12-31$100,774
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$320,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$250,620
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,297,572
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$16,666
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$24,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$20,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,790,129
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,534,222
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,744,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$41,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,891,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,194,709
Income. Interest from US Government securities2010-12-31$70,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,980,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$546,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$546,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$30,649
Asset value of US Government securities at end of year2010-12-31$777,068
Asset value of US Government securities at beginning of year2010-12-31$1,826,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,343,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$762,884
Income. Dividends from common stock2010-12-31$69,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,257,055
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$500,264
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$827,709
Contract administrator fees2010-12-31$3,850
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,343,223
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,565,539
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2010-12-31421092253

Form 5500 Responses for KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN

2016: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KJWW PC EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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