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KIRT04 PEO RETIREMENT PLAN 401k Plan overview

Plan NameKIRT04 PEO RETIREMENT PLAN
Plan identification number 001

KIRT04 PEO RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Unknown benefit code

401k Sponsoring company profile

KIRT04, INC. has sponsored the creation of one or more 401k plans.

Company Name:KIRT04, INC.
Employer identification number (EIN):451965930
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about KIRT04, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2011-04-25
Company Identification Number: P11000039805
Legal Registered Office Address: 24730 Sandhill Blvd

PUNTA GORDA

33983

More information about KIRT04, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRT04 PEO RETIREMENT PLAN

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
0012018-01-01DONAL K FORD2019-08-15
0012018-01-01DONAL K FORD2019-07-29
0012017-01-01DONAL K FORD2018-08-21
0012016-01-01DONAL K FORD2017-12-04

Plan Statistics for KIRT04 PEO RETIREMENT PLAN

401k plan membership statisitcs for KIRT04 PEO RETIREMENT PLAN

Measure Date Value
2022: KIRT04 PEO RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01170
Total number of active participants reported on line 7a of the Form 55002022-01-01168
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01190
Number of participants with account balances2022-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KIRT04 PEO RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01163
Number of participants with account balances2021-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: KIRT04 PEO RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01159
Number of participants with account balances2020-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: KIRT04 PEO RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01160
Number of participants with account balances2019-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012

Financial Data on KIRT04 PEO RETIREMENT PLAN

Measure Date Value
2022 : KIRT04 PEO RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$122,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,563
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$90,156
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$76,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,737
Expenses. Certain deemed distributions of participant loans2022-12-31$13,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$303,122
Value of total assets at end of year2022-12-31$1,411,319
Value of total assets at beginning of year2022-12-31$1,260,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,959
Total interest from all sources2022-12-31$42
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$126,084
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$169,636
Participant contributions at end of year2022-12-31$796
Participant contributions at beginning of year2022-12-31$1,081
Participant contributions at end of year2022-12-31$16,354
Participant contributions at beginning of year2022-12-31$30,931
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$368
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$17,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$12,407
Other income not declared elsewhere2022-12-31$688
Administrative expenses (other) incurred2022-12-31$1,129
Liabilities. Value of operating payables at end of year2022-12-31$13,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$14,104
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,397,756
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,260,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,830
Value of interest in pooled separate accounts at end of year2022-12-31$1,298,884
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,173,921
Interest on participant loans2022-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$45,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,387
Net investment gain/loss from pooled separate accounts2022-12-31$-213,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$133,486
Employer contributions (assets) at end of year2022-12-31$32,265
Employer contributions (assets) at beginning of year2022-12-31$26,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$49,369
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEMPLETON & COMPANY
Accountancy firm EIN2022-12-31141918990
2021 : KIRT04 PEO RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$15,668
Total transfer of assets from this plan2021-12-31$95,597
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$3,854
Total income from all sources (including contributions)2021-12-31$364,648
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$330,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$317,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$243,226
Value of total assets at end of year2021-12-31$1,260,841
Value of total assets at beginning of year2021-12-31$1,309,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,762
Total interest from all sources2021-12-31$16
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$130,614
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$141,650
Participant contributions at end of year2021-12-31$1,081
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$30,931
Participant contributions at beginning of year2021-12-31$1,472
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,943
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$821
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$12,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,854
Other income not declared elsewhere2021-12-31$723
Administrative expenses (other) incurred2021-12-31$1,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$34,628
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,260,841
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,306,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$1,173,921
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,279,733
Interest on participant loans2021-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,481
Net investment gain/loss from pooled separate accounts2021-12-31$120,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$97,633
Employer contributions (assets) at end of year2021-12-31$26,114
Employer contributions (assets) at beginning of year2021-12-31$12,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$316,437
Contract administrator fees2021-12-31$11,611
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TEMPLETON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : KIRT04 PEO RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,825
Total income from all sources (including contributions)2020-12-31$338,141
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$86,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$65,252
Expenses. Certain deemed distributions of participant loans2020-12-31$5,191
Value of total corrective distributions2020-12-31$3,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$180,141
Value of total assets at end of year2020-12-31$1,309,996
Value of total assets at beginning of year2020-12-31$1,083,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,562
Total interest from all sources2020-12-31$456
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$105,486
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$119,538
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$6,823
Participant contributions at end of year2020-12-31$1,472
Participant contributions at beginning of year2020-12-31$5,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$28,825
Other income not declared elsewhere2020-12-31$18,041
Administrative expenses (other) incurred2020-12-31$1,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$251,282
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,306,142
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,054,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,279,733
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,040,995
Interest on participant loans2020-12-31$456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,237
Net investment gain/loss from pooled separate accounts2020-12-31$139,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$60,603
Employer contributions (assets) at end of year2020-12-31$12,535
Employer contributions (assets) at beginning of year2020-12-31$24,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$65,252
Contract administrator fees2020-12-31$11,515
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990
2019 : KIRT04 PEO RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$279
Total income from all sources (including contributions)2019-12-31$486,633
Total income from all sources (including contributions)2019-12-31$486,633
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$62,371
Total of all expenses incurred2019-12-31$62,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,334
Value of total corrective distributions2019-12-31$27,993
Value of total corrective distributions2019-12-31$27,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$307,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$307,219
Value of total assets at end of year2019-12-31$1,083,685
Value of total assets at end of year2019-12-31$1,083,685
Value of total assets at beginning of year2019-12-31$630,877
Value of total assets at beginning of year2019-12-31$630,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,044
Total interest from all sources2019-12-31$97
Total interest from all sources2019-12-31$97
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$63,088
Value of fidelity bond cover2019-12-31$63,088
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$146,839
Contributions received from participants2019-12-31$146,839
Participant contributions at end of year2019-12-31$6,823
Participant contributions at end of year2019-12-31$6,823
Participant contributions at beginning of year2019-12-31$8,312
Participant contributions at beginning of year2019-12-31$8,312
Participant contributions at end of year2019-12-31$5,245
Participant contributions at end of year2019-12-31$5,245
Participant contributions at beginning of year2019-12-31$1,698
Participant contributions at beginning of year2019-12-31$1,698
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$104,465
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$104,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$279
Other income not declared elsewhere2019-12-31$59,785
Other income not declared elsewhere2019-12-31$59,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$424,262
Value of net income/loss2019-12-31$424,262
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,054,860
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,054,860
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$630,598
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$630,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,040,995
Value of interest in pooled separate accounts at end of year2019-12-31$1,040,995
Value of interest in pooled separate accounts at beginning of year2019-12-31$616,108
Value of interest in pooled separate accounts at beginning of year2019-12-31$616,108
Interest on participant loans2019-12-31$97
Interest on participant loans2019-12-31$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,246
Net investment gain/loss from pooled separate accounts2019-12-31$119,532
Net investment gain/loss from pooled separate accounts2019-12-31$119,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$55,915
Contributions received in cash from employer2019-12-31$55,915
Employer contributions (assets) at end of year2019-12-31$24,385
Employer contributions (assets) at end of year2019-12-31$24,385
Employer contributions (assets) at beginning of year2019-12-31$1,513
Employer contributions (assets) at beginning of year2019-12-31$1,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,334
Contract administrator fees2019-12-31$11,044
Contract administrator fees2019-12-31$11,044
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm EIN2019-12-31141918990
Accountancy firm EIN2019-12-31141918990

Form 5500 Responses for KIRT04 PEO RETIREMENT PLAN

2022: KIRT04 PEO RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KIRT04 PEO RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KIRT04 PEO RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KIRT04 PEO RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932444-000
Policy instance 1
Insurance contract or identification number932444-000
Number of Individuals Covered190
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,862
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,862
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932444-000
Policy instance 1
Insurance contract or identification number932444-000
Number of Individuals Covered163
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,923
Total amount of fees paid to insurance companyUSD $3,444
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,923
Insurance broker organization code?3
Amount paid for insurance broker fees3444
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932444-000
Policy instance 1
Insurance contract or identification number932444-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,690
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,690
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932444-000
Policy instance 1
Insurance contract or identification number932444-000
Number of Individuals Covered160
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,494
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,494
Insurance broker organization code?3

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