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GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameGERALD KRETMAR PROFIT SHARING PLAN AND TRUST
Plan identification number 001

GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 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.
  • 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

KRETMAR, BEATTY & SANDZA has sponsored the creation of one or more 401k plans.

Company Name:KRETMAR, BEATTY & SANDZA
Employer identification number (EIN):431379429
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD KRETMAR PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01GERALD KRETMAR2016-10-15
0012014-01-01GERALD KRETMAR2015-10-09 GERALD KRETMAR2015-10-09
0012013-01-01GERALD KRETMAR2014-10-16
0012012-01-01GERALD KRETMAR
0012011-01-01GERALD KRETMAR
0012010-01-01GERALD KRETMAR
0012009-01-01GERALD KRETMAR

Plan Statistics for GERALD KRETMAR PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GERALD KRETMAR PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GERALD KRETMAR PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012 : GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$248,912
Expenses. Total of all expenses incurred2012-12-31$18,757
Benefits paid (including direct rollovers)2012-12-31$9,007
Total plan assets at end of year2012-12-31$1,894,607
Total plan assets at beginning of year2012-12-31$1,664,452
Value of fidelity bond covering the plan2012-12-31$70,600
Total contributions received or receivable from participants2012-12-31$61,233
Expenses. Other expenses not covered elsewhere2012-12-31$9,750
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$155,362
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$230,155
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,894,607
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,664,452
Total contributions received or receivable from employer(s)2012-12-31$32,317
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$119,510
Expenses. Total of all expenses incurred2011-12-31$20,016
Benefits paid (including direct rollovers)2011-12-31$1,093
Total plan assets at end of year2011-12-31$1,664,452
Total plan assets at beginning of year2011-12-31$1,564,958
Value of fidelity bond covering the plan2011-12-31$70,600
Total contributions received or receivable from participants2011-12-31$48,583
Expenses. Other expenses not covered elsewhere2011-12-31$18,923
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$39,004
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$99,494
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,664,452
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,564,958
Assets. Value of participant loans2011-12-31$4,013
Total contributions received or receivable from employer(s)2011-12-31$31,923
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$213,381
Expenses. Total of all expenses incurred2010-12-31$23,010
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,564,958
Total plan assets at beginning of year2010-12-31$1,374,587
Value of fidelity bond covering the plan2010-12-31$70,600
Total contributions received or receivable from participants2010-12-31$47,000
Expenses. Other expenses not covered elsewhere2010-12-31$23,010
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$134,731
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$190,371
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,564,958
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,374,587
Assets. Value of participant loans2010-12-31$5,500
Total contributions received or receivable from employer(s)2010-12-31$31,650
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for GERALD KRETMAR PROFIT SHARING PLAN AND TRUST

2012: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GERALD KRETMAR PROFIT SHARING PLAN AND TRUST 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37230
Policy instance 1
Insurance contract or identification numberGP37230
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,306
Total amount of fees paid to insurance companyUSD $26
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,306
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION
Insurance broker organization code?4
Insurance broker nameUMB FINANCIAL SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37230
Policy instance 1
Insurance contract or identification numberGP37230
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,902
Total amount of fees paid to insurance companyUSD $44
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37230
Policy instance 1
Insurance contract or identification numberGP37230
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,404
Total amount of fees paid to insurance companyUSD $20

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