KENNEDY ASSOCIATES/ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.
Additional information about KENNEDY ASSOCIATES/ARCHITECTS, INC.
Submission information for form 5500 for 401k plan KENNEDY ASSOCIATES/ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for KENNEDY ASSOCIATES/ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2019 : KENNEDY ASSOCIATES/ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $4,400,379 |
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 | $712,280 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $629,232 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $622,393 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $374,516 |
Value of total assets at end of year | 2019-12-31 | $416,224 |
Value of total assets at beginning of year | 2019-12-31 | $4,733,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,839 |
Total interest from all sources | 2019-12-31 | $10,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,801 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,801 |
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 | $276,684 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $75,575 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $7,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $26,266 |
Other income not declared elsewhere | 2019-12-31 | $4,980 |
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 | $83,048 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $416,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,733,555 |
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 | $6,839 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,476,438 |
Interest on participant loans | 2019-12-31 | $2,651 |
Interest earned on other investments | 2019-12-31 | $7,846 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $416,196 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,027,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $316,486 |
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 | $71,566 |
Employer contributions (assets) at end of year | 2019-12-31 | $28 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $146,365 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $622,393 |
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 | RUBINBROWN LLP |
Accountancy firm EIN | 2019-12-31 | 430765316 |
2018 : KENNEDY ASSOCIATES/ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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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 | $794,449 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $665,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $645,523 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $11,939 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,043,391 |
Value of total assets at end of year | 2018-12-31 | $4,733,555 |
Value of total assets at beginning of year | 2018-12-31 | $4,604,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,280 |
Total interest from all sources | 2018-12-31 | $14,800 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $298,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $298,919 |
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 | $586,177 |
Participant contributions at end of year | 2018-12-31 | $75,575 |
Participant contributions at beginning of year | 2018-12-31 | $53,192 |
Participant contributions at end of year | 2018-12-31 | $7,426 |
Participant contributions at beginning of year | 2018-12-31 | $1,930 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $182,210 |
Other income not declared elsewhere | 2018-12-31 | $12,024 |
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 | $128,707 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,733,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,604,848 |
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 | $8,280 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,476,438 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,434,416 |
Interest on participant loans | 2018-12-31 | $3,634 |
Interest earned on other investments | 2018-12-31 | $11,166 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,027,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,010,823 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-574,685 |
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 | No |
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 | $275,004 |
Employer contributions (assets) at end of year | 2018-12-31 | $146,365 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $104,487 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $645,523 |
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 | RUBINBROWN LLP |
Accountancy firm EIN | 2018-12-31 | 430765316 |
2017 : KENNEDY ASSOCIATES/ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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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 | $1,102,808 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,040,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $992,377 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $42,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $622,841 |
Value of total assets at end of year | 2017-12-31 | $4,604,848 |
Value of total assets at beginning of year | 2017-12-31 | $4,542,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,278 |
Total interest from all sources | 2017-12-31 | $17,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 | $440,352 |
Participant contributions at end of year | 2017-12-31 | $53,192 |
Participant contributions at beginning of year | 2017-12-31 | $111,078 |
Participant contributions at end of year | 2017-12-31 | $1,930 |
Participant contributions at beginning of year | 2017-12-31 | $25,729 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $28,090 |
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 | $61,947 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,604,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,542,901 |
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 | $6,278 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,434,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,480,076 |
Interest on participant loans | 2017-12-31 | $3,048 |
Interest earned on other investments | 2017-12-31 | $14,261 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,010,823 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,842,768 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $462,658 |
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 | No |
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 | $154,399 |
Employer contributions (assets) at end of year | 2017-12-31 | $104,487 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $83,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $992,377 |
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 | RUBINBROWN LLP |
Accountancy firm EIN | 2017-12-31 | 430765316 |