KALSEC, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KALSEC UNION 401(K) / RETIREMENT PLAN
Measure | Date | Value |
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2022: KALSEC UNION 401(K) / RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 126 |
Number of participants with account balances | 2022-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: KALSEC UNION 401(K) / RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 125 |
Number of participants with account balances | 2021-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: KALSEC UNION 401(K) / RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 115 |
Number of participants with account balances | 2020-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: KALSEC UNION 401(K) / RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 97 |
Number of participants with account balances | 2019-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: KALSEC UNION 401(K) / RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 96 |
Number of participants with account balances | 2018-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: KALSEC UNION 401(K) / RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 95 |
Number of participants with account balances | 2017-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: KALSEC UNION 401(K) / RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 95 |
Number of participants with account balances | 2016-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: KALSEC UNION 401(K) / RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 103 |
Number of participants with account balances | 2015-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KALSEC UNION 401(K) / RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 104 |
Number of participants with account balances | 2014-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KALSEC UNION 401(K) / RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 105 |
Number of participants with account balances | 2013-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: KALSEC UNION 401(K) / RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 83 |
Number of participants with account balances | 2012-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KALSEC UNION 401(K) / RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 76 |
Number of participants with account balances | 2011-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: KALSEC UNION 401(K) / RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 59 |
Number of participants with account balances | 2009-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : KALSEC UNION 401(K) / RETIREMENT PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total transfer of assets to this plan | 2022-09-30 | $0 |
Total transfer of assets from this plan | 2022-09-30 | $39,348 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Expenses. Interest paid | 2022-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $-4,182,774 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $1,581,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $1,569,089 |
Expenses. Certain deemed distributions of participant loans | 2022-09-30 | $0 |
Value of total corrective distributions | 2022-09-30 | $3,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $1,218,454 |
Value of total assets at end of year | 2022-09-30 | $18,409,318 |
Value of total assets at beginning of year | 2022-09-30 | $24,212,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $8,928 |
Total income from rents | 2022-09-30 | $0 |
Total interest from all sources | 2022-09-30 | $17,485 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $838,546 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $838,546 |
Assets. Real estate other than employer real property at end of year | 2022-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-09-30 | $0 |
Administrative expenses professional fees incurred | 2022-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-09-30 | $0 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $701,651 |
Participant contributions at end of year | 2022-09-30 | $466,925 |
Participant contributions at beginning of year | 2022-09-30 | $354,859 |
Participant contributions at end of year | 2022-09-30 | $5,343 |
Participant contributions at beginning of year | 2022-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $18,131 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $0 |
Other income not declared elsewhere | 2022-09-30 | $0 |
Administrative expenses (other) incurred | 2022-09-30 | $286 |
Liabilities. Value of operating payables at end of year | 2022-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $0 |
Total non interest bearing cash at end of year | 2022-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Income. Non cash contributions | 2022-09-30 | $0 |
Value of net income/loss | 2022-09-30 | $-5,764,008 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $18,409,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $24,212,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-09-30 | $0 |
Investment advisory and management fees | 2022-09-30 | $8,642 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $16,503,861 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $22,221,134 |
Value of interest in pooled separate accounts at end of year | 2022-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-09-30 | $0 |
Interest on participant loans | 2022-09-30 | $11,996 |
Income. Interest from loans (other than to participants) | 2022-09-30 | $0 |
Interest earned on other investments | 2022-09-30 | $0 |
Income. Interest from US Government securities | 2022-09-30 | $0 |
Income. Interest from corporate debt instruments | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2022-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $934,517 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $733,333 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $733,333 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-09-30 | $5,489 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-09-30 | $0 |
Asset value of US Government securities at end of year | 2022-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2022-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-6,257,259 |
Net investment gain/loss from pooled separate accounts | 2022-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2022-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2022-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Assets. Invements in employer securities at end of year | 2022-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-09-30 | $0 |
Assets. Value of employer real property at end of year | 2022-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2022-09-30 | $0 |
Contributions received in cash from employer | 2022-09-30 | $498,672 |
Employer contributions (assets) at end of year | 2022-09-30 | $498,672 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $903,348 |
Income. Dividends from preferred stock | 2022-09-30 | $0 |
Income. Dividends from common stock | 2022-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $1,569,089 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-09-30 | $0 |
Contract administrator fees | 2022-09-30 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-09-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-09-30 | $0 |
Did the plan have assets held for investment | 2022-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Aggregate proceeds on sale of assets | 2022-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Disclaimer |
Accountancy firm name | 2022-09-30 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-09-30 | 381357951 |
2021 : KALSEC UNION 401(K) / RETIREMENT PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $4,763,521 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,600,389 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,596,140 |
Total plan assets at end of year | 2021-12-31 | $23,309,326 |
Total plan assets at beginning of year | 2021-12-31 | $20,146,194 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $914,620 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $76,471 |
Other income received | 2021-12-31 | $3,075,356 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $3,163,132 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $23,309,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,146,194 |
Assets. Value of participant loans | 2021-12-31 | $354,859 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $697,074 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $13 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,236 |
2020 : KALSEC UNION 401(K) / RETIREMENT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $4,510,782 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,673,136 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,659,416 |
Total plan assets at end of year | 2020-12-31 | $20,146,194 |
Total plan assets at beginning of year | 2020-12-31 | $18,308,548 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $771,551 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $337,741 |
Other income received | 2020-12-31 | $2,856,133 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,837,646 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $20,146,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,308,548 |
Assets. Value of participant loans | 2020-12-31 | $379,595 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $545,357 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $8,390 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,330 |
2019 : KALSEC UNION 401(K) / RETIREMENT PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $4,652,861 |
Expenses. Total of all expenses incurred | 2019-12-31 | $952,946 |
Benefits paid (including direct rollovers) | 2019-12-31 | $945,118 |
Total plan assets at end of year | 2019-12-31 | $18,308,548 |
Total plan assets at beginning of year | 2019-12-31 | $14,608,633 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $645,154 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $31,198 |
Other income received | 2019-12-31 | $3,387,755 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $3,699,915 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $18,308,548 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,608,633 |
Assets. Value of participant loans | 2019-12-31 | $387,715 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $588,754 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $1,730 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,098 |
2018 : KALSEC UNION 401(K) / RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $383,040 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,628,339 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,625,581 |
Total plan assets at end of year | 2018-12-31 | $14,608,633 |
Total plan assets at beginning of year | 2018-12-31 | $15,853,932 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $585,139 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $39,052 |
Other income received | 2018-12-31 | $-951,470 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,245,299 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,608,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,853,932 |
Assets. Value of participant loans | 2018-12-31 | $353,973 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $710,319 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,758 |
2017 : KALSEC UNION 401(K) / RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $3,493,846 |
Expenses. Total of all expenses incurred | 2017-12-31 | $422,073 |
Benefits paid (including direct rollovers) | 2017-12-31 | $419,781 |
Total plan assets at end of year | 2017-12-31 | $15,853,932 |
Total plan assets at beginning of year | 2017-12-31 | $12,782,159 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $527,067 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,355,986 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $3,071,773 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $15,853,932 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,782,159 |
Assets. Value of participant loans | 2017-12-31 | $308,725 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $610,793 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,292 |
2016 : KALSEC UNION 401(K) / RETIREMENT PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $2,041,696 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,424,404 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,424,269 |
Total plan assets at end of year | 2016-12-31 | $12,782,159 |
Total plan assets at beginning of year | 2016-12-31 | $13,164,867 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $490,464 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $5,111 |
Other income received | 2016-12-31 | $829,096 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-382,708 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,782,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,164,867 |
Assets. Value of participant loans | 2016-12-31 | $265,606 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $717,025 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $135 |
2015 : KALSEC UNION 401(K) / RETIREMENT PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $917,937 |
Expenses. Total of all expenses incurred | 2015-12-31 | $113,854 |
Benefits paid (including direct rollovers) | 2015-12-31 | $114,368 |
Total plan assets at end of year | 2015-12-31 | $13,164,867 |
Total plan assets at beginning of year | 2015-12-31 | $12,360,784 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $509,232 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $39,062 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $804,083 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,164,867 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,360,784 |
Assets. Value of participant loans | 2015-12-31 | $257,396 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $369,643 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $-514 |
2014 : KALSEC UNION 401(K) / RETIREMENT PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,723,044 |
Expenses. Total of all expenses incurred | 2014-12-31 | $715,643 |
Benefits paid (including direct rollovers) | 2014-12-31 | $715,676 |
Total plan assets at end of year | 2014-12-31 | $12,360,784 |
Total plan assets at beginning of year | 2014-12-31 | $11,353,383 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $509,277 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $148,284 |
Other income received | 2014-12-31 | $738,816 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,007,401 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,360,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,353,383 |
Assets. Value of participant loans | 2014-12-31 | $229,840 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $326,667 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $-33 |
2013 : KALSEC UNION 401(K) / RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $-1,255 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,398,008 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,315 |
Benefits paid (including direct rollovers) | 2013-12-31 | $20,422 |
Total plan assets at end of year | 2013-12-31 | $11,353,383 |
Total plan assets at beginning of year | 2013-12-31 | $8,975,945 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $511,359 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $20,626 |
Other income received | 2013-12-31 | $1,615,879 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $2,378,693 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,353,383 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,975,945 |
Assets. Value of participant loans | 2013-12-31 | $145,787 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $250,144 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $-1,107 |
2012 : KALSEC UNION 401(K) / RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,570,452 |
Expenses. Total of all expenses incurred | 2012-12-31 | $301,792 |
Benefits paid (including direct rollovers) | 2012-12-31 | $300,423 |
Total plan assets at end of year | 2012-12-31 | $8,975,945 |
Total plan assets at beginning of year | 2012-12-31 | $7,707,285 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $417,543 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $15,771 |
Other income received | 2012-12-31 | $917,060 |
Net income (gross income less expenses) | 2012-12-31 | $1,268,660 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,975,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,707,285 |
Assets. Value of participant loans | 2012-12-31 | $135,400 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $220,078 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,369 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : KALSEC UNION 401(K) / RETIREMENT PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $-25,598 |
Total income from all sources | 2011-12-31 | $390,580 |
Expenses. Total of all expenses incurred | 2011-12-31 | $87,335 |
Benefits paid (including direct rollovers) | 2011-12-31 | $86,437 |
Total plan assets at end of year | 2011-12-31 | $7,707,285 |
Total plan assets at beginning of year | 2011-12-31 | $7,429,638 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $344,184 |
Other income received | 2011-12-31 | $-44,563 |
Net income (gross income less expenses) | 2011-12-31 | $303,245 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,707,285 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,429,638 |
Assets. Value of participant loans | 2011-12-31 | $110,314 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $90,959 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $898 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : KALSEC UNION 401(K) / RETIREMENT PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $-80,627 |
Total income from all sources | 2010-12-31 | $1,161,690 |
Expenses. Total of all expenses incurred | 2010-12-31 | $130,375 |
Benefits paid (including direct rollovers) | 2010-12-31 | $128,577 |
Total plan assets at end of year | 2010-12-31 | $7,429,638 |
Total plan assets at beginning of year | 2010-12-31 | $6,478,950 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $307,410 |
Other income received | 2010-12-31 | $789,853 |
Net income (gross income less expenses) | 2010-12-31 | $1,031,315 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,429,638 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,478,950 |
Assets. Value of participant loans | 2010-12-31 | $128,984 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $64,427 |
Value of corrective distributions | 2010-12-31 | $617 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,181 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : KALSEC UNION 401(K) / RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |