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THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 401k Plan overview

Plan NameTHE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN
Plan identification number 001

THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KOLLER ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KOLLER ENTERPRISES, INC.
Employer identification number (EIN):430608772
NAIC Classification:326100

Additional information about KOLLER ENTERPRISES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2008-06-16
Company Identification Number: 1787601
Legal Registered Office Address: 3250 WEST MARKET ST., #205
-
FAIRLAWN
United States of America (USA)
44333

More information about KOLLER ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01CINDY HUELSMAN2021-10-13 CINDY HUELSMAN2021-10-13
0012020-01-01CINDY HUELSMAN2021-11-03 CINDY HUELSMAN2021-11-03
0012020-01-01CINDY HUELSMAN2021-11-03 CINDY HUELSMAN2021-11-03
0012019-01-01CINDY HUELSMAN2020-07-16
0012018-01-01CINDY HUELSMAN2019-07-31
0012017-01-01CINDY HUELSMAN2018-07-31 CINDY HUELSMAN2018-07-31
0012016-01-01CINDY HUELSMAN2017-08-28
0012015-01-01CINDY HUELSMAN CINDY HUELSMAN2016-10-11
0012014-01-01JAMES R WYRSCH
0012013-01-01JAMES R WYRSCH
0012012-01-01JAMES WYRSCH JAMES WYRSCH2013-10-08
0012011-01-01JAMES R WYRSCH
0012009-01-01JAMES WYRSCH
0012009-01-01JAMES WYRSCH

Plan Statistics for THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN

401k plan membership statisitcs for THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN

Measure Date Value
2015: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2015 401k membership
Total participants, beginning-of-year2015-01-01325
Total number of active participants reported on line 7a of the Form 55002015-01-0169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0175
Number of participants with account balances2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2014 401k membership
Total participants, beginning-of-year2014-01-01301
Total number of active participants reported on line 7a of the Form 55002014-01-01310
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01318
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2013 401k membership
Total participants, beginning-of-year2013-01-01202
Total number of active participants reported on line 7a of the Form 55002013-01-01290
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01296
Number of participants with account balances2013-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2012 401k membership
Total participants, beginning-of-year2012-01-01205
Total number of active participants reported on line 7a of the Form 55002012-01-01196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01202
Number of participants with account balances2012-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2011 401k membership
Total participants, beginning-of-year2011-01-01206
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01205
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2009 401k membership
Total participants, beginning-of-year2009-01-01177
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01174
Number of participants with account balances2009-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN

Measure Date Value
2015 : THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$6,956,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$62,727
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$157,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$156,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$69,960
Value of total assets at end of year2015-12-31$697,732
Value of total assets at beginning of year2015-12-31$7,748,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,266
Total interest from all sources2015-12-31$1,680
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$20,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$20,652
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$52,295
Participant contributions at end of year2015-12-31$40,440
Participant contributions at beginning of year2015-12-31$272,909
Administrative expenses (other) incurred2015-12-31$1,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-94,985
Value of net assets at end of year (total assets less liabilities)2015-12-31$697,732
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,748,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$589,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,587,918
Interest on participant loans2015-12-31$1,680
Value of interest in common/collective trusts at end of year2015-12-31$68,095
Value of interest in common/collective trusts at beginning of year2015-12-31$888,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,263
Net investment gain or loss from common/collective trusts2015-12-31$-7,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$156,446
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31UHY LLP
Accountancy firm EIN2015-12-31200694403
2014 : THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,345,656
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$661,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$628,524
Value of total corrective distributions2014-12-31$27,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$913,936
Value of total assets at end of year2014-12-31$7,748,923
Value of total assets at beginning of year2014-12-31$7,064,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,750
Total interest from all sources2014-12-31$10,232
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$377,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$377,856
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$593,063
Participant contributions at end of year2014-12-31$272,909
Participant contributions at beginning of year2014-12-31$261,146
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$107,424
Administrative expenses (other) incurred2014-12-31$5,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$684,179
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,748,923
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,064,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,587,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,142,254
Interest on participant loans2014-12-31$10,232
Value of interest in common/collective trusts at end of year2014-12-31$888,096
Value of interest in common/collective trusts at beginning of year2014-12-31$661,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-19,443
Net investment gain or loss from common/collective trusts2014-12-31$63,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$213,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$628,524
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31UHY LLP
Accountancy firm EIN2014-12-31200694403
2013 : THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$11,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,896,106
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$490,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$472,532
Value of total corrective distributions2013-12-31$13,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$943,194
Value of total assets at end of year2013-12-31$7,060,870
Value of total assets at beginning of year2013-12-31$5,644,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,050
Total interest from all sources2013-12-31$9,667
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$210,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$210,560
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$504,371
Participant contributions at end of year2013-12-31$261,146
Participant contributions at beginning of year2013-12-31$234,178
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$254,775
Administrative expenses (other) incurred2013-12-31$4,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,405,540
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,060,870
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,644,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,142,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,064,607
Interest on participant loans2013-12-31$9,667
Value of interest in common/collective trusts at end of year2013-12-31$657,468
Value of interest in common/collective trusts at beginning of year2013-12-31$345,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$657,791
Net investment gain or loss from common/collective trusts2013-12-31$74,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$184,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$472,532
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31UHY LLP
Accountancy firm EIN2013-12-31200694403
2012 : THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,256,508
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$444,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$440,771
Value of total corrective distributions2012-12-31$651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$672,770
Value of total assets at end of year2012-12-31$5,644,100
Value of total assets at beginning of year2012-12-31$4,831,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,920
Total interest from all sources2012-12-31$9,995
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$120,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$120,042
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$484,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$479,801
Participant contributions at end of year2012-12-31$234,178
Participant contributions at beginning of year2012-12-31$229,397
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,370
Administrative expenses (other) incurred2012-12-31$2,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$812,166
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,644,100
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,831,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,064,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,505,399
Interest on participant loans2012-12-31$9,995
Value of interest in common/collective trusts at end of year2012-12-31$345,315
Value of interest in common/collective trusts at beginning of year2012-12-31$97,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$449,913
Net investment gain or loss from common/collective trusts2012-12-31$3,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$179,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$440,771
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31UHY LLP
Accountancy firm EIN2012-12-31200694403
2011 : THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$569,647
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$796,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$793,958
Expenses. Certain deemed distributions of participant loans2011-12-31$28
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$611,925
Value of total assets at end of year2011-12-31$4,831,934
Value of total assets at beginning of year2011-12-31$5,058,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,140
Total interest from all sources2011-12-31$11,031
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,511
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$447,271
Participant contributions at end of year2011-12-31$229,397
Participant contributions at beginning of year2011-12-31$249,482
Administrative expenses (other) incurred2011-12-31$2,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-226,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,831,934
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,058,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,505,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,653,416
Interest on participant loans2011-12-31$11,031
Value of interest in common/collective trusts at end of year2011-12-31$97,138
Value of interest in common/collective trusts at beginning of year2011-12-31$155,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-152,289
Net investment gain or loss from common/collective trusts2011-12-31$4,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$164,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$793,958
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31UHY LLP
Accountancy firm EIN2011-12-31200694403
2010 : THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,064,380
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$331,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$327,717
Expenses. Certain deemed distributions of participant loans2010-12-31$1,245
Value of total corrective distributions2010-12-31$968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$556,689
Value of total assets at end of year2010-12-31$5,058,413
Value of total assets at beginning of year2010-12-31$4,325,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,800
Total interest from all sources2010-12-31$14,362
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$85,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$85,138
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$400,977
Participant contributions at end of year2010-12-31$249,482
Participant contributions at beginning of year2010-12-31$264,815
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,147
Other income not declared elsewhere2010-12-31$1,588
Administrative expenses (other) incurred2010-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$732,650
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,058,413
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,325,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,653,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,891,044
Interest on participant loans2010-12-31$14,362
Value of interest in common/collective trusts at end of year2010-12-31$155,515
Value of interest in common/collective trusts at beginning of year2010-12-31$169,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$403,554
Net investment gain or loss from common/collective trusts2010-12-31$3,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$145,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$327,717
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31UHY LLP
Accountancy firm EIN2010-12-31200694403
2009 : THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN

2015: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE KOLLER ENTERPRISES, INC. RETIREMENT SAVINGS AND INVESTMEN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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