KENNELWOOD VILLAGE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNELWOOD VILLAGE, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : KENNELWOOD VILLAGE, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-09 | 261343 |
| Net assets as of the end of the plan year | 2025-07-09 | 2661417 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 2452164 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 250000 |
| Participant contributions to plan in this plan year | 2025-07-09 | 190402 |
| Value of participant loans at end of plan year | 2025-07-09 | 92915 |
| Other expenses paid from plan in this plan year | 2025-07-09 | 0 |
| Other contributions to plan in this plan year | 2025-07-09 | 0 |
| Other income to plan in this plan year | 2025-07-09 | 229220 |
| Plan net income in this plan year | 2025-07-09 | 209253 |
| Net assets as of the end of the plan year | 2025-07-09 | 2661417 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 2452164 |
| Employer contributions to plan in this plan year | 2025-07-09 | 50974 |
| Fees paid to broker by Benefit Provider | 2025-07-09 | 9554 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-09 | 17296 |
| 2024 : KENNELWOOD VILLAGE, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-17 | 139661 |
| Net assets as of the end of the plan year | 2024-05-17 | 2452164 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 2112540 |
| Value of plan covered by a fidelity bond | 2024-05-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-17 | 167323 |
| Value of participant loans at end of plan year | 2024-05-17 | 109544 |
| Other expenses paid from plan in this plan year | 2024-05-17 | 0 |
| Other contributions to plan in this plan year | 2024-05-17 | 0 |
| Other income to plan in this plan year | 2024-05-17 | 262704 |
| Plan net income in this plan year | 2024-05-17 | 339624 |
| Net assets as of the end of the plan year | 2024-05-17 | 2452164 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 2112540 |
| Employer contributions to plan in this plan year | 2024-05-17 | 49258 |
| Fees paid to broker by Benefit Provider | 2024-05-17 | 8469 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-17 | 14417 |
| 2022 : KENNELWOOD VILLAGE, INC. 401(K) 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 | $-87,929 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $198,319 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $184,528 |
| Value of total corrective distributions | 2022-12-31 | $1,942 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $200,286 |
| Value of total assets at end of year | 2022-12-31 | $2,112,540 |
| Value of total assets at beginning of year | 2022-12-31 | $2,398,788 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,849 |
| Total interest from all sources | 2022-12-31 | $4,186 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| 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 | $152,829 |
| Participant contributions at end of year | 2022-12-31 | $109,117 |
| Participant contributions at beginning of year | 2022-12-31 | $17,339 |
| Participant contributions at end of year | 2022-12-31 | $4,052 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $11,849 |
| 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 | $-286,248 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,112,540 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,398,788 |
| 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 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $75,091 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,766,205 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
| Interest on participant loans | 2022-12-31 | $4,186 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,300,535 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $231,754 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $5,823 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-292,401 |
| 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 | No |
| 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 | $47,457 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,412 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $184,528 |
| 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 | ARMANINO, LLP |
| Accountancy firm EIN | 2022-12-31 | 946214841 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-87,929 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $198,319 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $184,528 |
| Value of total corrective distributions | 2022-01-01 | $1,942 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $200,286 |
| Value of total assets at end of year | 2022-01-01 | $2,112,540 |
| Value of total assets at beginning of year | 2022-01-01 | $2,398,788 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $11,849 |
| Total interest from all sources | 2022-01-01 | $4,186 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $152,829 |
| Participant contributions at end of year | 2022-01-01 | $109,117 |
| Participant contributions at beginning of year | 2022-01-01 | $17,339 |
| Participant contributions at end of year | 2022-01-01 | $4,052 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $11,849 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-286,248 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,112,540 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,398,788 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $75,091 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,766,205 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $0 |
| Interest on participant loans | 2022-01-01 | $4,186 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $2,300,535 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $231,754 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $5,823 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-292,401 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $47,457 |
| Employer contributions (assets) at end of year | 2022-01-01 | $1,412 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $184,528 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ARMANINO, LLP |
| Accountancy firm EIN | 2022-01-01 | 946214841 |
| 2021 : KENNELWOOD VILLAGE, INC. 401(K) 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 | $472,219 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $599,597 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $570,694 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $10,471 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $203,574 |
| Value of total assets at end of year | 2021-12-31 | $2,398,788 |
| Value of total assets at beginning of year | 2021-12-31 | $2,526,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,432 |
| Total interest from all sources | 2021-12-31 | $1,633 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| 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 | $156,259 |
| Participant contributions at end of year | 2021-12-31 | $17,339 |
| Participant contributions at beginning of year | 2021-12-31 | $56,926 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $2,467 |
| Administrative expenses (other) incurred | 2021-12-31 | $18,432 |
| 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 | $-127,378 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,398,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,526,166 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $75,091 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $46,679 |
| Interest on participant loans | 2021-12-31 | $1,633 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,300,535 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,419,319 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $5,823 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $267,012 |
| 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 | $47,315 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $570,694 |
| 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 | ARMANINO, LLP |
| Accountancy firm EIN | 2021-12-31 | 946214841 |
| 2020 : KENNELWOOD VILLAGE, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $2,298,106 |
| 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 | $289,767 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $61,707 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $54,276 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $74,332 |
| Value of total assets at end of year | 2020-12-31 | $2,526,166 |
| Value of total assets at beginning of year | 2020-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,431 |
| Total interest from all sources | 2020-12-31 | $1,523 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| 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 | Yes |
| 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 | $54,218 |
| Participant contributions at end of year | 2020-12-31 | $56,926 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Participant contributions at end of year | 2020-12-31 | $2,467 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,221 |
| Administrative expenses (other) incurred | 2020-12-31 | $7,431 |
| 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 | $228,060 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,526,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 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 | $46,679 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
| Interest on participant loans | 2020-12-31 | $1,523 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,419,319 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $213,912 |
| 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 | $17,893 |
| Employer contributions (assets) at end of year | 2020-12-31 | $775 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $54,276 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
| 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 |
