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KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 401k Plan overview

Plan NameKITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN
Plan identification number 001

KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

KITCH DRUTCHAS WAGNER VALITUTTI AND SHERBROOK, P.C. has sponsored the creation of one or more 401k plans.

Company Name:KITCH DRUTCHAS WAGNER VALITUTTI AND SHERBROOK, P.C.
Employer identification number (EIN):381896224
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK A. WISNIEWSKI MARK A. WISNIEWSKI2018-10-06
0012016-01-01MARK A. WISNIEWSKI MARK A. WISNIEWSKI2017-10-12
0012015-01-01MARK A. WISNIEWSKI MARK A. WISNIEWSKI2016-10-14
0012014-01-01RONALD P. SIMON RONALD P. SIMON2015-10-12
0012013-01-01EDWARD G WINTERS EDWARD G WINTERS2014-10-07
0012012-01-01EDWARD G WINTERS EDWARD G WINTERS2013-10-10
0012011-01-01EDWARD G WINTERS EDWARD G WINTERS2012-10-12
0012010-01-01EDWARD G WINTERS EDWARD G WINTERS2011-10-14
0012009-01-01EDWARD G WINTERS EDWARD G WINTERS2010-10-14

Plan Statistics for KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN

401k plan membership statisitcs for KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN

Measure Date Value
2022: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01213
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01289
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01286
Total number of active participants reported on line 7a of the Form 55002021-01-01214
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01295
Number of participants with account balances2021-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01284
Total number of active participants reported on line 7a of the Form 55002020-01-01217
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01286
Number of participants with account balances2020-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01268
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01284
Number of participants with account balances2019-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01247
Total number of active participants reported on line 7a of the Form 55002018-01-01205
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01268
Number of participants with account balances2018-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01249
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01247
Number of participants with account balances2017-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01249
Total participants2016-01-01249
Number of participants with account balances2016-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01226
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01240
Total participants2015-01-01240
Number of participants with account balances2015-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01221
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01226
Total participants2014-01-01226
Number of participants with account balances2014-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01221
Total participants2013-01-01221
Number of participants with account balances2013-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01228
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01222
Number of participants with account balances2012-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01239
Total number of active participants reported on line 7a of the Form 55002011-01-01189
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01228
Number of participants with account balances2011-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01259
Total number of active participants reported on line 7a of the Form 55002010-01-01199
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01239
Number of participants with account balances2010-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01252
Total number of active participants reported on line 7a of the Form 55002009-01-01208
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01259
Number of participants with account balances2009-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN

Measure Date Value
2022 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,855,051
Total of all expenses incurred2022-12-31$5,729,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,735,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,721,530
Value of total assets at end of year2022-12-31$49,356,306
Value of total assets at beginning of year2022-12-31$61,940,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$-6,505
Total interest from all sources2022-12-31$9,178
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,987,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,987,259
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,540,328
Participant contributions at end of year2022-12-31$237,176
Participant contributions at beginning of year2022-12-31$178,963
Participant contributions at end of year2022-12-31$244,840
Participant contributions at beginning of year2022-12-31$278,743
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$151,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,584,305
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,356,306
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,940,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$-6,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,336,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$54,696,773
Interest on participant loans2022-12-31$9,178
Value of interest in common/collective trusts at end of year2022-12-31$5,508,099
Value of interest in common/collective trusts at beginning of year2022-12-31$5,711,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,185,567
Net investment gain or loss from common/collective trusts2022-12-31$-387,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,029,300
Employer contributions (assets) at end of year2022-12-31$1,029,300
Employer contributions (assets) at beginning of year2022-12-31$1,074,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,735,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARNEY-CORRELL PLC
Accountancy firm EIN2022-12-31814429013
2021 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,833,239
Total of all expenses incurred2021-12-31$2,246,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,253,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,783,164
Value of total assets at end of year2021-12-31$61,940,611
Value of total assets at beginning of year2021-12-31$54,354,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-6,837
Total interest from all sources2021-12-31$9,256
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,249,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,249,351
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,557,232
Participant contributions at end of year2021-12-31$178,963
Participant contributions at beginning of year2021-12-31$196,434
Participant contributions at end of year2021-12-31$278,743
Participant contributions at beginning of year2021-12-31$258,227
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$151,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,586,365
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,940,611
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,354,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$-6,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$54,696,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,938,773
Interest on participant loans2021-12-31$9,256
Value of interest in common/collective trusts at end of year2021-12-31$5,711,632
Value of interest in common/collective trusts at beginning of year2021-12-31$5,874,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,890,929
Net investment gain or loss from common/collective trusts2021-12-31$-99,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,074,500
Employer contributions (assets) at end of year2021-12-31$1,074,500
Employer contributions (assets) at beginning of year2021-12-31$1,086,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,253,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARNEY-CORRELL PLC
Accountancy firm EIN2021-12-31814429013
2020 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$10,347,927
Total of all expenses incurred2020-12-31$1,173,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,180,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,874,170
Value of total assets at end of year2020-12-31$54,354,246
Value of total assets at beginning of year2020-12-31$45,179,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-7,052
Total interest from all sources2020-12-31$10,072
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,245,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,245,782
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,509,284
Participant contributions at end of year2020-12-31$196,434
Participant contributions at beginning of year2020-12-31$187,759
Participant contributions at end of year2020-12-31$258,227
Participant contributions at beginning of year2020-12-31$275,916
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,278,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,174,908
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,354,246
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,179,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$-7,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,938,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,954,824
Interest on participant loans2020-12-31$10,072
Value of interest in common/collective trusts at end of year2020-12-31$5,874,412
Value of interest in common/collective trusts at beginning of year2020-12-31$4,745,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,002,697
Net investment gain or loss from common/collective trusts2020-12-31$215,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,086,400
Employer contributions (assets) at end of year2020-12-31$1,086,400
Employer contributions (assets) at beginning of year2020-12-31$1,015,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,180,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARNEY-CORRELL PLC
Accountancy firm EIN2020-12-31814429013
2019 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,499,604
Total of all expenses incurred2019-12-31$8,307,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,315,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,556,147
Value of total assets at end of year2019-12-31$45,179,338
Value of total assets at beginning of year2019-12-31$42,987,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-7,503
Total interest from all sources2019-12-31$10,033
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,109,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,109,895
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,436,836
Participant contributions at end of year2019-12-31$187,759
Participant contributions at beginning of year2019-12-31$192,709
Participant contributions at end of year2019-12-31$275,916
Participant contributions at beginning of year2019-12-31$246,097
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$104,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,192,035
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,179,338
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,987,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$-7,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,954,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,576,504
Interest on participant loans2019-12-31$10,033
Value of interest in common/collective trusts at end of year2019-12-31$4,745,839
Value of interest in common/collective trusts at beginning of year2019-12-31$5,917,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,601,269
Net investment gain or loss from common/collective trusts2019-12-31$222,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,015,000
Employer contributions (assets) at end of year2019-12-31$1,015,000
Employer contributions (assets) at beginning of year2019-12-31$1,054,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,315,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARNEY-CORRELL PLC
Accountancy firm EIN2019-12-31814429013
2018 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-88,355
Total of all expenses incurred2018-12-31$5,153,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,160,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,358,277
Value of total assets at end of year2018-12-31$42,987,303
Value of total assets at beginning of year2018-12-31$48,228,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-7,743
Total interest from all sources2018-12-31$10,545
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,456,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,456,745
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,302,154
Participant contributions at end of year2018-12-31$192,709
Participant contributions at beginning of year2018-12-31$226,621
Participant contributions at end of year2018-12-31$246,097
Participant contributions at beginning of year2018-12-31$183,482
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,241,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,987,303
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,228,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$-7,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,576,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,644,069
Interest on participant loans2018-12-31$10,545
Value of interest in common/collective trusts at end of year2018-12-31$5,917,993
Value of interest in common/collective trusts at beginning of year2018-12-31$3,265,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,915,199
Net investment gain or loss from common/collective trusts2018-12-31$1,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,054,000
Employer contributions (assets) at end of year2018-12-31$1,054,000
Employer contributions (assets) at beginning of year2018-12-31$908,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,160,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARNEY-CORRELL PLC
Accountancy firm EIN2018-12-31814429013
2017 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,713,140
Total of all expenses incurred2017-12-31$4,312,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,320,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,329,410
Value of total assets at end of year2017-12-31$48,228,739
Value of total assets at beginning of year2017-12-31$43,828,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-7,808
Total interest from all sources2017-12-31$8,821
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,288,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,288,806
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,162,549
Participant contributions at end of year2017-12-31$226,621
Participant contributions at beginning of year2017-12-31$206,435
Participant contributions at end of year2017-12-31$183,482
Participant contributions at beginning of year2017-12-31$131,174
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$258,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,400,635
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,228,739
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,828,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$-7,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,644,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,253,424
Interest on participant loans2017-12-31$8,821
Value of interest in common/collective trusts at end of year2017-12-31$3,265,767
Value of interest in common/collective trusts at beginning of year2017-12-31$3,377,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,042,660
Net investment gain or loss from common/collective trusts2017-12-31$43,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$908,800
Employer contributions (assets) at end of year2017-12-31$908,800
Employer contributions (assets) at beginning of year2017-12-31$859,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,320,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARNEY-CORRELL PLC
Accountancy firm EIN2017-12-31814429013
2016 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,449,300
Total of all expenses incurred2016-12-31$2,687,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,695,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,364,060
Value of total assets at end of year2016-12-31$43,828,104
Value of total assets at beginning of year2016-12-31$39,066,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-7,684
Total interest from all sources2016-12-31$11,087
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,336,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,336,705
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 period2016-12-31No
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$1,015,490
Participant contributions at end of year2016-12-31$206,435
Participant contributions at beginning of year2016-12-31$269,105
Participant contributions at end of year2016-12-31$131,174
Participant contributions at beginning of year2016-12-31$129,580
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,489,070
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$4,761,522
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,828,104
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,066,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$-7,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,253,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,368,278
Interest on participant loans2016-12-31$11,087
Value of interest in common/collective trusts at end of year2016-12-31$3,377,571
Value of interest in common/collective trusts at beginning of year2016-12-31$3,483,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,691,366
Net investment gain or loss from common/collective trusts2016-12-31$46,082
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$859,500
Employer contributions (assets) at end of year2016-12-31$859,500
Employer contributions (assets) at beginning of year2016-12-31$816,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,695,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
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 name2016-12-31CARNEY-CORRELL PLC
Accountancy firm EIN2016-12-31814429013
2015 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,580,773
Total of all expenses incurred2015-12-31$3,762,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,770,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,806,759
Value of total assets at end of year2015-12-31$39,066,582
Value of total assets at beginning of year2015-12-31$41,248,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-8,006
Total interest from all sources2015-12-31$14,102
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,787,842
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$1,787,842
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$977,572
Participant contributions at end of year2015-12-31$269,105
Participant contributions at beginning of year2015-12-31$339,089
Participant contributions at end of year2015-12-31$129,580
Participant contributions at beginning of year2015-12-31$141,274
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,181,966
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,066,582
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,248,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$-8,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,368,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,819,794
Interest on participant loans2015-12-31$14,102
Value of interest in common/collective trusts at end of year2015-12-31$3,483,119
Value of interest in common/collective trusts at beginning of year2015-12-31$3,202,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,063,977
Net investment gain or loss from common/collective trusts2015-12-31$36,047
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$816,500
Employer contributions (assets) at end of year2015-12-31$816,500
Employer contributions (assets) at beginning of year2015-12-31$746,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,770,745
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CORRELL ASSOCIATES, PC
Accountancy firm EIN2015-12-31382746717
2014 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,012,520
Total of all expenses incurred2014-12-31$4,270,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,266,656
Value of total corrective distributions2014-12-31$12,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,752,003
Value of total assets at end of year2014-12-31$41,248,548
Value of total assets at beginning of year2014-12-31$41,506,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-8,600
Total interest from all sources2014-12-31$15,836
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,729,183
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$2,729,183
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$961,293
Participant contributions at end of year2014-12-31$339,089
Participant contributions at beginning of year2014-12-31$400,487
Participant contributions at end of year2014-12-31$141,274
Participant contributions at beginning of year2014-12-31$81,973
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$44,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-258,094
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,248,548
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,506,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$-8,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,819,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,214,571
Interest on participant loans2014-12-31$15,836
Value of interest in common/collective trusts at end of year2014-12-31$3,202,391
Value of interest in common/collective trusts at beginning of year2014-12-31$3,089,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-514,380
Net investment gain or loss from common/collective trusts2014-12-31$29,878
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$746,000
Employer contributions (assets) at end of year2014-12-31$746,000
Employer contributions (assets) at beginning of year2014-12-31$720,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,266,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CORRELL ASSOCIATES, PC
Accountancy firm EIN2014-12-31382746717
2013 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,231,268
Total of all expenses incurred2013-12-31$2,105,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,091,224
Value of total corrective distributions2013-12-31$22,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,711,030
Value of total assets at end of year2013-12-31$41,506,642
Value of total assets at beginning of year2013-12-31$36,381,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-7,989
Total interest from all sources2013-12-31$15,457
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$905,712
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$905,712
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$938,088
Participant contributions at end of year2013-12-31$400,487
Participant contributions at beginning of year2013-12-31$298,460
Participant contributions at end of year2013-12-31$81,973
Participant contributions at beginning of year2013-12-31$121,605
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$52,942
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$5,125,492
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,506,642
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,381,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$-7,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,214,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,862,225
Interest on participant loans2013-12-31$15,457
Value of interest in common/collective trusts at end of year2013-12-31$3,089,611
Value of interest in common/collective trusts at beginning of year2013-12-31$3,403,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,571,683
Net investment gain or loss from common/collective trusts2013-12-31$27,386
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$720,000
Employer contributions (assets) at end of year2013-12-31$720,000
Employer contributions (assets) at beginning of year2013-12-31$695,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,091,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CORRELL ASSOCIATES, PC
Accountancy firm EIN2013-12-31382746717
2012 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,679,782
Total of all expenses incurred2012-12-31$1,653,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,596,944
Value of total corrective distributions2012-12-31$57,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,841,123
Value of total assets at end of year2012-12-31$36,381,150
Value of total assets at beginning of year2012-12-31$32,354,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-1,292
Total interest from all sources2012-12-31$12,763
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,136,884
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$1,136,884
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$946,062
Participant contributions at end of year2012-12-31$298,460
Participant contributions at beginning of year2012-12-31$230,912
Participant contributions at end of year2012-12-31$121,605
Participant contributions at beginning of year2012-12-31$120,910
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$199,678
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$4,026,253
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,381,150
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,354,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$-1,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,862,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,801,898
Interest on participant loans2012-12-31$12,763
Value of interest in common/collective trusts at end of year2012-12-31$3,403,477
Value of interest in common/collective trusts at beginning of year2012-12-31$3,263,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,649,142
Net investment gain or loss from common/collective trusts2012-12-31$39,870
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$695,383
Employer contributions (assets) at end of year2012-12-31$695,383
Employer contributions (assets) at beginning of year2012-12-31$938,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,596,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CORRELL ASSOCIATES, PC
Accountancy firm EIN2012-12-31382746717
2011 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,772,653
Total of all expenses incurred2011-12-31$1,329,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,281,808
Value of total corrective distributions2011-12-31$45,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,166,346
Value of total assets at end of year2011-12-31$32,354,897
Value of total assets at beginning of year2011-12-31$31,911,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,014
Total interest from all sources2011-12-31$11,829
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$853,852
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$853,852
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$947,015
Participant contributions at end of year2011-12-31$230,912
Participant contributions at beginning of year2011-12-31$246,364
Participant contributions at end of year2011-12-31$120,910
Participant contributions at beginning of year2011-12-31$121,908
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$281,187
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$443,573
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,354,897
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,911,324
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$2,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,801,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,985,223
Interest on participant loans2011-12-31$11,829
Value of interest in common/collective trusts at end of year2011-12-31$3,263,033
Value of interest in common/collective trusts at beginning of year2011-12-31$2,557,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,297,029
Net investment gain or loss from common/collective trusts2011-12-31$37,655
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
Contributions received in cash from employer2011-12-31$938,144
Employer contributions (assets) at end of year2011-12-31$938,144
Employer contributions (assets) at beginning of year2011-12-31$999,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,281,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CORRELL ASSOCIATES PC
Accountancy firm EIN2011-12-31382746717
2010 : KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,156,895
Total of all expenses incurred2010-12-31$1,149,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,129,214
Value of total corrective distributions2010-12-31$18,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,935,266
Value of total assets at end of year2010-12-31$31,911,324
Value of total assets at beginning of year2010-12-31$27,903,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,794
Total interest from all sources2010-12-31$11,515
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$752,638
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$752,638
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$935,421
Participant contributions at end of year2010-12-31$246,364
Participant contributions at beginning of year2010-12-31$149,934
Participant contributions at end of year2010-12-31$121,908
Participant contributions at beginning of year2010-12-31$85,550
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$4,007,504
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,911,324
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,903,820
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$1,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,985,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,241,986
Interest on participant loans2010-12-31$11,515
Value of interest in common/collective trusts at end of year2010-12-31$2,557,984
Value of interest in common/collective trusts at beginning of year2010-12-31$2,506,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,424,485
Net investment gain or loss from common/collective trusts2010-12-31$32,991
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
Contributions received in cash from employer2010-12-31$999,845
Employer contributions (assets) at end of year2010-12-31$999,845
Employer contributions (assets) at beginning of year2010-12-31$920,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,129,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CORRELL ASSOCIATES PC
Accountancy firm EIN2010-12-31382746717

Form 5500 Responses for KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN

2022: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KITCH DRUTCHAS WAGNER VALITUTTI & SHERBROOK PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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