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KATHCAR INCORPORATED RETIREMENT PLAN 401k Plan overview

Plan NameKATHCAR INCORPORATED RETIREMENT PLAN
Plan identification number 001

KATHCAR INCORPORATED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

KATHCAR INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:KATHCAR INCORPORATED
Employer identification number (EIN):461052691
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHCAR INCORPORATED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN SORBER
0012017-01-01JOHN SORBER
0012016-01-01JOHN SORBER
0012015-01-01JOHN SORBER
0012014-01-01JOHN M SORBER
0012013-01-01JOHN M SORBER
0012012-09-25DIANE F. SZAMBORSKI

Plan Statistics for KATHCAR INCORPORATED RETIREMENT PLAN

401k plan membership statisitcs for KATHCAR INCORPORATED RETIREMENT PLAN

Measure Date Value
2023: KATHCAR INCORPORATED RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0125
Total number of active participants reported on line 7a of the Form 55002023-01-0125
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0125
Number of participants with account balances2023-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: KATHCAR INCORPORATED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0125
Number of participants with account balances2022-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KATHCAR INCORPORATED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0128
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0128
Number of participants with account balances2021-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KATHCAR INCORPORATED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0121
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KATHCAR INCORPORATED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-0158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0159
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KATHCAR INCORPORATED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0145
Total of all active and inactive participants2018-01-0145
Total participants2018-01-0145
Number of participants with account balances2018-01-011
2017: KATHCAR INCORPORATED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0137
Total number of active participants reported on line 7a of the Form 55002017-01-0146
Total of all active and inactive participants2017-01-0146
Total participants2017-01-0146
Number of participants with account balances2017-01-011
2016: KATHCAR INCORPORATED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0139
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Total of all active and inactive participants2016-01-0135
Total participants2016-01-0135
Number of participants with account balances2016-01-011
2015: KATHCAR INCORPORATED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0139
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0139
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KATHCAR INCORPORATED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KATHCAR INCORPORATED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KATHCAR INCORPORATED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-252
Total number of active participants reported on line 7a of the Form 55002012-09-252
Number of retired or separated participants receiving benefits2012-09-250
Number of other retired or separated participants entitled to future benefits2012-09-250
Total of all active and inactive participants2012-09-252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-250
Total participants2012-09-252
Number of participants with account balances2012-09-252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-250

Financial Data on KATHCAR INCORPORATED RETIREMENT PLAN

Measure Date Value
2023 : KATHCAR INCORPORATED RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$3,665,466
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$5,866,798
Total plan assets at beginning of year2023-12-31$2,201,332
Value of fidelity bond covering the plan2023-12-31$70,000
Total contributions received or receivable from participants2023-12-31$39,040
Other income received2023-12-31$3,626,426
Net income (gross income less expenses)2023-12-31$3,665,466
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,866,798
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,201,332
Assets. Value of employer securities2023-12-31$5,700,000
2022 : KATHCAR INCORPORATED RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$200,436
Expenses. Total of all expenses incurred2022-12-31$236
Total plan assets at end of year2022-12-31$2,201,332
Total plan assets at beginning of year2022-12-31$2,001,132
Value of fidelity bond covering the plan2022-12-31$70,000
Total contributions received or receivable from participants2022-12-31$40,010
Expenses. Other expenses not covered elsewhere2022-12-31$236
Other income received2022-12-31$160,426
Net income (gross income less expenses)2022-12-31$200,200
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,201,332
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,001,132
Assets. Value of employer securities2022-12-31$2,102,460
2021 : KATHCAR INCORPORATED RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$830,560
Expenses. Total of all expenses incurred2021-12-31$6,893
Benefits paid (including direct rollovers)2021-12-31$6,893
Total plan assets at end of year2021-12-31$2,001,132
Total plan assets at beginning of year2021-12-31$1,177,465
Value of fidelity bond covering the plan2021-12-31$70,000
Total contributions received or receivable from participants2021-12-31$20,707
Other income received2021-12-31$809,853
Net income (gross income less expenses)2021-12-31$823,667
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,001,132
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,177,465
Assets. Value of employer securities2021-12-31$1,933,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : KATHCAR INCORPORATED RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$-680,127
Expenses. Total of all expenses incurred2020-12-31$402
Benefits paid (including direct rollovers)2020-12-31$402
Total plan assets at end of year2020-12-31$1,177,065
Total plan assets at beginning of year2020-12-31$1,857,594
Value of fidelity bond covering the plan2020-12-31$70,000
Total contributions received or receivable from participants2020-12-31$20,105
Other income received2020-12-31$-700,232
Net income (gross income less expenses)2020-12-31$-680,529
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,177,065
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,857,594
Assets. Value of employer securities2020-12-31$1,126,751
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : KATHCAR INCORPORATED RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$151,623
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,857,594
Total plan assets at beginning of year2019-12-31$1,705,971
Value of fidelity bond covering the plan2019-12-31$70,000
Total contributions received or receivable from participants2019-12-31$7,355
Other income received2019-12-31$144,268
Net income (gross income less expenses)2019-12-31$151,623
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,857,594
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,705,971
Assets. Value of employer securities2019-12-31$1,829,717
2018 : KATHCAR INCORPORATED RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$155,292
Total plan assets at end of year2018-12-31$1,705,971
Total plan assets at beginning of year2018-12-31$1,550,679
Value of fidelity bond covering the plan2018-12-31$70,000
Other income received2018-12-31$155,292
Net income (gross income less expenses)2018-12-31$155,292
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,705,971
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,550,679
Assets. Value of employer securities2018-12-31$1,688,945
2017 : KATHCAR INCORPORATED RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$94,048
Total plan assets at end of year2017-12-31$1,550,679
Total plan assets at beginning of year2017-12-31$1,456,631
Value of fidelity bond covering the plan2017-12-31$70,000
Other income received2017-12-31$94,048
Net income (gross income less expenses)2017-12-31$94,048
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,550,679
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,456,631
Assets. Value of employer securities2017-12-31$1,532,921
2016 : KATHCAR INCORPORATED RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$128,529
Total plan assets at end of year2016-12-31$1,456,631
Total plan assets at beginning of year2016-12-31$1,328,102
Value of fidelity bond covering the plan2016-12-31$70,000
Other income received2016-12-31$128,529
Net income (gross income less expenses)2016-12-31$128,529
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,456,631
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,328,102
Assets. Value of employer securities2016-12-31$1,441,024
2015 : KATHCAR INCORPORATED RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$468,339
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,328,102
Total plan assets at beginning of year2015-12-31$859,763
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$468,339
Net income (gross income less expenses)2015-12-31$468,339
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,328,102
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$859,763
Assets. Value of employer securities2015-12-31$1,314,195
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : KATHCAR INCORPORATED RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$770,631
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$859,763
Total plan assets at beginning of year2014-12-31$89,132
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$770,631
Net income (gross income less expenses)2014-12-31$770,631
Net plan assets at end of year (total assets less liabilities)2014-12-31$859,763
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$89,132
Assets. Value of employer securities2014-12-31$845,732
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : KATHCAR INCORPORATED RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$-322,853
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$89,132
Total plan assets at beginning of year2013-12-31$411,985
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-322,853
Net income (gross income less expenses)2013-12-31$-322,853
Net plan assets at end of year (total assets less liabilities)2013-12-31$89,132
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$411,985
Assets. Value of employer securities2013-12-31$75,634
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : KATHCAR INCORPORATED RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$412,035
Expenses. Total of all expenses incurred2012-12-31$50
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$411,985
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$412,043
Other income received2012-12-31$-8
Net income (gross income less expenses)2012-12-31$411,985
Net plan assets at end of year (total assets less liabilities)2012-12-31$411,985
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$398,701
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50

Form 5500 Responses for KATHCAR INCORPORATED RETIREMENT PLAN

2023: KATHCAR INCORPORATED RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KATHCAR INCORPORATED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KATHCAR INCORPORATED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KATHCAR INCORPORATED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KATHCAR INCORPORATED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KATHCAR INCORPORATED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KATHCAR INCORPORATED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KATHCAR INCORPORATED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KATHCAR INCORPORATED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KATHCAR INCORPORATED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KATHCAR INCORPORATED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KATHCAR INCORPORATED RETIREMENT PLAN 2012 form 5500 responses
2012-09-25Type of plan entitySingle employer plan
2012-09-25First time form 5500 has been submittedYes
2012-09-25This return/report is a short plan year return/report (less than 12 months)Yes
2012-09-25Plan funding arrangement – TrustYes
2012-09-25Plan benefit arrangement - TrustYes

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