401k Plan data: KAHLER FINANCIAL GROUP, INC. PROFIT SHARING 401(K) PLAN plan

KAHLER FINANCIAL GROUP, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	KAHLER FINANCIAL GROUP, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

KAHLER FINANCIAL GROUP, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

KAHLER FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: KAHLER FINANCIAL GROUP, INC.

Employer identification number (EIN): 460418959

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAHLER FINANCIAL GROUP, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 FIDUCIARY ASSISTANCE 2023-07-31
001 2021-01-01 RICK KAHLER 2022-05-16
001 2020-01-01 RICK KAHLER 2021-04-05
001 2019-01-01 RICK KAHLER 2020-05-26
001 2018-01-01 RICK KAHLER 2019-05-15 RICK KAHLER 2019-05-15
001 2017-01-01 RICK KAHLER 2018-04-30 RICK KAHLER 2018-04-30
001 2016-01-01 RICK KAHLER 2017-05-25 RICK KAHLER 2017-05-25
001 2015-01-01 RICK KAHLER 2016-08-25 RICK KAHLER 2016-08-25
001 2014-01-01 RICK KAHLER 2016-08-30 RICK KAHLER 2016-08-30
001 2014-01-01 RICK KAHLER 2015-09-14 RICK KAHLER 2015-09-14
001 2013-01-01 RICK KAHLER 2014-09-25 RICK KAHLER 2014-09-25
001 2012-01-01 LINDSAY LUPER 2013-07-22 LINDSAY LUPER 2013-07-22
001 2011-01-01 RICK KAHLER 2012-10-12 RICK KAHLER 2012-10-12
001 2010-01-01 DARLA CREAL 2011-09-15 DARLA CREAL 2011-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	FIDUCIARY ASSISTANCE	2023-07-31
001	2021-01-01	RICK KAHLER	2022-05-16
001	2020-01-01	RICK KAHLER	2021-04-05
001	2019-01-01	RICK KAHLER	2020-05-26
001	2018-01-01	RICK KAHLER	2019-05-15	RICK KAHLER	2019-05-15
001	2017-01-01	RICK KAHLER	2018-04-30	RICK KAHLER	2018-04-30
001	2016-01-01	RICK KAHLER	2017-05-25	RICK KAHLER	2017-05-25
001	2015-01-01	RICK KAHLER	2016-08-25	RICK KAHLER	2016-08-25
001	2014-01-01	RICK KAHLER	2016-08-30	RICK KAHLER	2016-08-30
001	2014-01-01	RICK KAHLER	2015-09-14	RICK KAHLER	2015-09-14
001	2013-01-01	RICK KAHLER	2014-09-25	RICK KAHLER	2014-09-25
001	2012-01-01	LINDSAY LUPER	2013-07-22	LINDSAY LUPER	2013-07-22
001	2011-01-01	RICK KAHLER	2012-10-12	RICK KAHLER	2012-10-12
001	2010-01-01	DARLA CREAL	2011-09-15	DARLA CREAL	2011-09-15

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Company Name:	KAHLER FINANCIAL GROUP, INC.
Employer identification number (EIN):	460418959
NAIC Classification:	523900