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AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY 401k Plan overview

Plan NameAMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY
Plan identification number 001

AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY 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
  • 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.

401k Sponsoring company profile

KA-WOOD GEAR & MACHINE CO has sponsored the creation of one or more 401k plans.

Company Name:KA-WOOD GEAR & MACHINE CO
Employer identification number (EIN):381876645
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01TANYA M. CARLSON2020-12-16
0012018-10-01TANYA M. CARLSON2019-12-11
0012017-10-01TANYA M. CARLSON2018-12-20
0012016-10-01TANYA M. CARLSON2017-12-05
0012015-10-01TANYA M. CARLSON2017-01-03
0012014-10-01TANYA M. CARLSON2015-12-10
0012013-10-01TANYA M. CARLSON2014-11-25
0012012-10-01TANYA M. CARLSON2014-01-02
0012011-10-01TANYA M. CARLSON2013-01-29
0012010-10-01JOSEPH J. KLOKA, III JOSEPH J. KLOKA, III2011-12-22
0012009-10-01JOSEPH J. KLOKA, III JOSEPH J. KLOKA, III2010-12-13

Plan Statistics for AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY

401k plan membership statisitcs for AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY

Measure Date Value
2010: AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY 2010 401k membership
Total participants, beginning-of-year2010-10-0125
Total number of active participants reported on line 7a of the Form 55002010-10-0123
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-011
Total of all active and inactive participants2010-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0124
Number of participants with account balances2010-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-011
2009: AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY 2009 401k membership
Total participants, beginning-of-year2009-10-0125
Total number of active participants reported on line 7a of the Form 55002009-10-0124
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0125
Number of participants with account balances2009-10-0125

Financial Data on AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY

Measure Date Value
2011 : AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY 2011 401k financial data
Total income from all sources2011-09-30$-30,170
Expenses. Total of all expenses incurred2011-09-30$58,673
Benefits paid (including direct rollovers)2011-09-30$31,523
Total plan assets at end of year2011-09-30$7,494,086
Total plan assets at beginning of year2011-09-30$7,582,929
Value of fidelity bond covering the plan2011-09-30$750,000
Expenses. Other expenses not covered elsewhere2011-09-30$7
Other income received2011-09-30$-289,165
Net income (gross income less expenses)2011-09-30$-88,843
Net plan assets at end of year (total assets less liabilities)2011-09-30$7,494,086
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$7,582,929
Assets. Value of participant loans2011-09-30$32,826
Total contributions received or receivable from employer(s)2011-09-30$258,995
Value of certain deemed distributions of participant loans2011-09-30$6,695
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$20,448

Form 5500 Responses for AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY

2010: AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: AMENDED EMPLOYEES PROFIT SHARING TRUST OF KA-WOOD GEAR & MACHINE COMPANY 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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