401k Plan data: KMH LLP 401(K) PROFIT SHARING PLAN plan

KMH LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KMH LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

KMH LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KMH LLP has sponsored the creation of one or more 401k plans.

Company Name: KMH LLP

Employer identification number (EIN): 421539623

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KMH LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PETER HANASHIRO CHARISE SHIGETA 2018-10-01
001 2016-01-01 PETER HANASHIRO 2017-07-10 CHARISE SHIGETA 2017-07-14
001 2015-01-01 PETER HANASHIRO 2016-07-14
001 2014-01-01 PETER HANASHIRO 2015-09-16
001 2013-01-01 PETER HANASHIRO 2014-07-31 CHARISE SHIGETA 2014-07-31
001 2012-01-01 PETER K. HANASHIRO 2013-09-27 PETER K. HANASHIRO 2013-09-27
001 2011-01-01 PETER K. HANASHIRO 2012-10-08 PETER K. HANASHIRO 2012-10-08
001 2010-01-01 PETER HANASHIRO 2011-09-30 PETER HANASHIRO 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	PETER HANASHIRO		CHARISE SHIGETA	2018-10-01
001	2016-01-01	PETER HANASHIRO	2017-07-10	CHARISE SHIGETA	2017-07-14
001	2015-01-01	PETER HANASHIRO	2016-07-14
001	2014-01-01	PETER HANASHIRO	2015-09-16
001	2013-01-01	PETER HANASHIRO	2014-07-31	CHARISE SHIGETA	2014-07-31
001	2012-01-01	PETER K. HANASHIRO	2013-09-27	PETER K. HANASHIRO	2013-09-27
001	2011-01-01	PETER K. HANASHIRO	2012-10-08	PETER K. HANASHIRO	2012-10-08
001	2010-01-01	PETER HANASHIRO	2011-09-30	PETER HANASHIRO	2011-09-30

Plan Statistics for KMH LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KMH LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KMH LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 74
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 55
Total of all active and inactive participants 2022-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 129
Number of participants with account balances 2022-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: KMH LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 85
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 139
Number of participants with account balances 2021-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: KMH LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 83
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 128
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: KMH LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 76
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 44
Total of all active and inactive participants 2019-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 120
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: KMH LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 75
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 43
Total of all active and inactive participants 2018-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 118
Number of participants with account balances 2018-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: KMH LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 78
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 49
Total of all active and inactive participants 2017-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 127
Number of participants with account balances 2017-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8

Measure	Date	Value
2022: KMH LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	74
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	55
Total of all active and inactive participants	2022-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	129
Number of participants with account balances	2022-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: KMH LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	85
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	139
Number of participants with account balances	2021-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: KMH LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	83
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	128
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: KMH LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	76
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	44
Total of all active and inactive participants	2019-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	120
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: KMH LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	75
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	43
Total of all active and inactive participants	2018-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	118
Number of participants with account balances	2018-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: KMH LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	78
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	49
Total of all active and inactive participants	2017-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	127
Number of participants with account balances	2017-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8

Financial Data on KMH LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : KMH LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,472,121
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$908,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$867,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$965,206
Value of total assets at end of year	2022-12-31	$16,067,598
Value of total assets at beginning of year	2022-12-31	$19,448,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,372
Total interest from all sources	2022-12-31	$20,521
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$314,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$314,648
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$642,800
Participant contributions at end of year	2022-12-31	$30,047
Participant contributions at beginning of year	2022-12-31	$39,320
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$4,417,044
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$5,189,176
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$20,529
Other income not declared elsewhere	2022-12-31	$-906,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,380,586
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,067,598
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,448,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,298,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,404,149
Interest on participant loans	2022-12-31	$1,438
Interest earned on other investments	2022-12-31	$19,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,322,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$815,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,865,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$301,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$867,093
Contract administrator fees	2022-12-31	$41,372
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2022-12-31	204207759
2021 : KMH LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,402,051
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$413,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$371,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$984,212
Value of total assets at end of year	2021-12-31	$19,448,184
Value of total assets at beginning of year	2021-12-31	$16,459,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,727
Total interest from all sources	2021-12-31	$13,868
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$488,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$488,212
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$689,810
Participant contributions at end of year	2021-12-31	$39,320
Participant contributions at beginning of year	2021-12-31	$30,535
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$5,189,176
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$4,403,832
Other income not declared elsewhere	2021-12-31	$687,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,988,892
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,448,184
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,459,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,404,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,205,084
Interest on participant loans	2021-12-31	$1,521
Interest earned on other investments	2021-12-31	$12,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$815,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$819,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,228,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$294,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$371,432
Contract administrator fees	2021-12-31	$31,727
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2021-12-31	204207759
2020 : KMH LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,269,675
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$785,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$749,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$951,404
Value of total assets at end of year	2020-12-31	$16,459,292
Value of total assets at beginning of year	2020-12-31	$13,974,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$35,632
Total interest from all sources	2020-12-31	$15,293
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$273,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$273,499
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$675,921
Participant contributions at end of year	2020-12-31	$30,535
Participant contributions at beginning of year	2020-12-31	$34,800
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$4,403,832
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$4,166,044
Other income not declared elsewhere	2020-12-31	$593,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,484,497
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,459,292
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,974,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,205,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,157,446
Interest on participant loans	2020-12-31	$1,383
Interest earned on other investments	2020-12-31	$13,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$819,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$616,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,436,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$275,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$749,546
Contract administrator fees	2020-12-31	$35,632
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2020-12-31	204207759
2019 : KMH LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,364,837
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$259,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$226,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$890,902
Value of total assets at end of year	2019-12-31	$13,974,795
Value of total assets at beginning of year	2019-12-31	$10,869,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,917
Total interest from all sources	2019-12-31	$14,359
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$221,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$221,874
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$624,491
Participant contributions at end of year	2019-12-31	$34,800
Participant contributions at beginning of year	2019-12-31	$40,619
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$4,166,044
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,272,986
Other income not declared elsewhere	2019-12-31	$725,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,104,867
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,974,795
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,869,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$9,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,157,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,052,269
Interest on participant loans	2019-12-31	$1,627
Interest earned on other investments	2019-12-31	$12,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$616,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$504,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,512,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$266,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$226,053
Contract administrator fees	2019-12-31	$24,167
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2019-12-31	204207759
2018 : KMH LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$120,039
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$279,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$252,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$854,679
Value of total assets at end of year	2018-12-31	$10,869,928
Value of total assets at beginning of year	2018-12-31	$11,029,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,748
Total interest from all sources	2018-12-31	$12,562
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$303,169
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$303,169
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$587,962
Participant contributions at end of year	2018-12-31	$40,619
Participant contributions at beginning of year	2018-12-31	$69,636
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,272,986
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,364,250
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,083
Other income not declared elsewhere	2018-12-31	$-222,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-159,732
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,869,928
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,029,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,052,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,157,244
Interest on participant loans	2018-12-31	$2,934
Interest earned on other investments	2018-12-31	$9,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$504,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$438,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-828,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$252,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$252,023
Contract administrator fees	2018-12-31	$18,748
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2018-12-31	204207759
2017 : KMH LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,524,889
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$344,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$318,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$933,665
Value of total assets at end of year	2017-12-31	$11,029,660
Value of total assets at beginning of year	2017-12-31	$8,849,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,643
Total interest from all sources	2017-12-31	$10,512
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$233,326
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$233,326
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$499,553
Participant contributions at end of year	2017-12-31	$69,636
Participant contributions at beginning of year	2017-12-31	$46,401
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,364,250
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,095,846
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$193,198
Other income not declared elsewhere	2017-12-31	$455,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,180,597
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,029,660
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,849,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,157,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,332,587
Interest on participant loans	2017-12-31	$2,313
Interest earned on other investments	2017-12-31	$8,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$438,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$374,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$891,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$240,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$318,649
Contract administrator fees	2017-12-31	$16,643
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FARBER HASS HURLEY, LLP
Accountancy firm EIN	2017-12-31	204207759

Form 5500 Responses for KMH LLP 401(K) PROFIT SHARING PLAN

2022: KMH LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KMH LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KMH LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KMH LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KMH LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KMH LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893824+087

Policy instance

Insurance contract or identification number	893824+087
Number of Individuals Covered	109
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893824+087

Policy instance

Insurance contract or identification number	893824+087
Number of Individuals Covered	106
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893824+087

Policy instance

Insurance contract or identification number	893824+087
Number of Individuals Covered	102
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893824+087

Policy instance

Insurance contract or identification number	893824+087
Number of Individuals Covered	94
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893824+087

Policy instance

Insurance contract or identification number	893824+087
Number of Individuals Covered	43
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893824+087

Policy instance

Insurance contract or identification number	893824+087
Number of Individuals Covered	47
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	KMH LLP
Employer identification number (EIN):	421539623
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants