KIRKWOOD BANK & TRUST CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KIRKWOOD BANK & TRUST CO P/S PLAN
Measure | Date | Value |
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2014: KIRKWOOD BANK & TRUST CO P/S PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 51 |
Number of participants with account balances | 2014-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: KIRKWOOD BANK & TRUST CO P/S PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 49 |
Number of participants with account balances | 2013-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: KIRKWOOD BANK & TRUST CO P/S PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 54 |
Number of participants with account balances | 2012-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: KIRKWOOD BANK & TRUST CO P/S PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2014 : KIRKWOOD BANK & TRUST CO P/S PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $1 |
Total income from all sources | 2014-12-31 | $530,597 |
Expenses. Total of all expenses incurred | 2014-12-31 | $500,146 |
Benefits paid (including direct rollovers) | 2014-12-31 | $490,659 |
Total plan assets at end of year | 2014-12-31 | $3,042,315 |
Total plan assets at beginning of year | 2014-12-31 | $3,011,863 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $211,895 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $172 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $80,243 |
Other income received | 2014-12-31 | $123,164 |
Net income (gross income less expenses) | 2014-12-31 | $30,451 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,042,315 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,011,863 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $115,295 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $9,315 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : KIRKWOOD BANK & TRUST CO P/S PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $49 |
Total income from all sources | 2013-12-31 | $783,632 |
Expenses. Total of all expenses incurred | 2013-12-31 | $325,476 |
Benefits paid (including direct rollovers) | 2013-12-31 | $315,627 |
Total plan assets at end of year | 2013-12-31 | $3,011,863 |
Total plan assets at beginning of year | 2013-12-31 | $2,553,658 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $185,502 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $615 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $496,007 |
Net income (gross income less expenses) | 2013-12-31 | $458,156 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,011,863 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,553,658 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $102,123 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $9,234 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : KIRKWOOD BANK & TRUST CO P/S PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $578,183 |
Expenses. Total of all expenses incurred | 2012-12-31 | $135,401 |
Benefits paid (including direct rollovers) | 2012-12-31 | $134,873 |
Total plan assets at end of year | 2012-12-31 | $2,553,658 |
Total plan assets at beginning of year | 2012-12-31 | $2,110,876 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $190,248 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $528 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $8,044 |
Other income received | 2012-12-31 | $280,892 |
Net income (gross income less expenses) | 2012-12-31 | $442,782 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,553,658 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,110,876 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $98,999 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : KIRKWOOD BANK & TRUST CO P/S PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $325,731 |
Expenses. Total of all expenses incurred | 2011-12-31 | $149,033 |
Benefits paid (including direct rollovers) | 2011-12-31 | $142,837 |
Total plan assets at end of year | 2011-12-31 | $2,110,876 |
Total plan assets at beginning of year | 2011-12-31 | $1,934,178 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $158,962 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,196 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $24,292 |
Other income received | 2011-12-31 | $53,517 |
Net income (gross income less expenses) | 2011-12-31 | $176,698 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,110,876 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,934,178 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $88,960 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2014: KIRKWOOD BANK & TRUST CO P/S PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: KIRKWOOD BANK & TRUST CO P/S PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: KIRKWOOD BANK & TRUST CO P/S PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: KIRKWOOD BANK & TRUST CO P/S PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825273 |
Policy instance | 1 |
Insurance contract or identification number | GA-825273 | Number of Individuals Covered | 48 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,308 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,308 | Insurance broker organization code? | 3 | Insurance broker name | INVESTMENT CENTERS OF AMERICA, INC. |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825273 |
Policy instance | 1 |
Insurance contract or identification number | GA-825273 | Number of Individuals Covered | 45 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,012 | Total amount of fees paid to insurance company | USD $17 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,076 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 17 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | LPL FINANCIAL LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825273 |
Policy instance | 1 |
Insurance contract or identification number | GA-825273 | Number of Individuals Covered | 47 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,476 | Total amount of fees paid to insurance company | USD $74 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,476 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 74 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | LPL FINANCIAL LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825273 |
Policy instance | 1 |
Insurance contract or identification number | GA-825273 | Number of Individuals Covered | 44 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $734 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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