401k Plan data: KAT NIC INC. RETIREMENT PLAN plan

KAT NIC INC. RETIREMENT PLAN 401k Plan overview

Plan Name	KAT NIC INC. RETIREMENT PLAN
Plan identification number	001

KAT NIC INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
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.

401k Sponsoring company profile

LEHIGH VALLEY INSULATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEHIGH VALLEY INSULATION, INC.

Employer identification number (EIN): 472799280

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAT NIC INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GERARD MONTELEONE
001 2016-01-01 GERARD MONTELEONE
001 2016-01-01 GERARD MONTELEONE 2017-06-26
001 2015-01-12 GERARD MONTELEONE

Plan Statistics for KAT NIC INC. RETIREMENT PLAN

401k plan membership statisitcs for KAT NIC INC. RETIREMENT PLAN

Measure Date Value
2022: KAT NIC INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: KAT NIC INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KAT NIC INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KAT NIC INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: KAT NIC INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: KAT NIC INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KAT NIC INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KAT NIC INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-12 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-12 1
Number of retired or separated participants receiving benefits 2015-01-12 0
Number of other retired or separated participants entitled to future benefits 2015-01-12 0
Total of all active and inactive participants 2015-01-12 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-12 0
Total participants 2015-01-12 1
Number of participants with account balances 2015-01-12 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-12 0

Measure	Date	Value
2022: KAT NIC INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: KAT NIC INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KAT NIC INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KAT NIC INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: KAT NIC INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: KAT NIC INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KAT NIC INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KAT NIC INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-12	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-12	1
Number of retired or separated participants receiving benefits	2015-01-12	0
Number of other retired or separated participants entitled to future benefits	2015-01-12	0
Total of all active and inactive participants	2015-01-12	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-12	0
Total participants	2015-01-12	1
Number of participants with account balances	2015-01-12	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-12	0

Financial Data on KAT NIC INC. RETIREMENT PLAN

Measure	Date	Value
2022 : KAT NIC INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$39,133
Expenses. Total of all expenses incurred	2022-12-31	$400
Total plan assets at end of year	2022-12-31	$380,645
Total plan assets at beginning of year	2022-12-31	$341,912
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$13,998
Other income received	2022-12-31	$17,799
Net income (gross income less expenses)	2022-12-31	$38,733
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$380,645
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$341,912
Assets. Value of participant loans	2022-12-31	$9,855
Assets. Value of employer securities	2022-12-31	$292,000
Total contributions received or receivable from employer(s)	2022-12-31	$7,336
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$400
2021 : KAT NIC INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$28,028
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$341,912
Total plan assets at beginning of year	2021-12-31	$313,884
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$10,543
Other income received	2021-12-31	$11,519
Net income (gross income less expenses)	2021-12-31	$28,028
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$341,912
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$313,884
Assets. Value of participant loans	2021-12-31	$1,274
Assets. Value of employer securities	2021-12-31	$261,300
Total contributions received or receivable from employer(s)	2021-12-31	$5,966
2020 : KAT NIC INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$21,837
Expenses. Total of all expenses incurred	2020-12-31	$130
Total plan assets at end of year	2020-12-31	$313,884
Total plan assets at beginning of year	2020-12-31	$292,177
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$9,238
Other income received	2020-12-31	$6,837
Net income (gross income less expenses)	2020-12-31	$21,707
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$313,884
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$292,177
Assets. Value of participant loans	2020-12-31	$1,760
Assets. Value of employer securities	2020-12-31	$257,600
Total contributions received or receivable from employer(s)	2020-12-31	$5,762
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$130
2019 : KAT NIC INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$67,383
Expenses. Total of all expenses incurred	2019-12-31	$3,814
Benefits paid (including direct rollovers)	2019-12-31	$3,514
Total plan assets at end of year	2019-12-31	$292,177
Total plan assets at beginning of year	2019-12-31	$228,608
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$6,706
Expenses. Other expenses not covered elsewhere	2019-12-31	$300
Other income received	2019-12-31	$54,510
Net income (gross income less expenses)	2019-12-31	$63,569
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$292,177
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$228,608
Assets. Value of employer securities	2019-12-31	$257,600
Total contributions received or receivable from employer(s)	2019-12-31	$6,167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : KAT NIC INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$40,368
Expenses. Total of all expenses incurred	2018-12-31	$60
Total plan assets at end of year	2018-12-31	$228,608
Total plan assets at beginning of year	2018-12-31	$188,300
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$6,323
Expenses. Other expenses not covered elsewhere	2018-12-31	$60
Contributions received from other sources (not participants or employers)	2018-12-31	$10,880
Other income received	2018-12-31	$18,009
Net income (gross income less expenses)	2018-12-31	$40,308
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$228,608
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$188,300
Assets. Value of employer securities	2018-12-31	$207,700
Total contributions received or receivable from employer(s)	2018-12-31	$5,156
2017 : KAT NIC INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$24,988
Total plan assets at end of year	2017-12-31	$188,300
Total plan assets at beginning of year	2017-12-31	$163,312
Value of fidelity bond covering the plan	2017-12-31	$50,000
Other income received	2017-12-31	$24,988
Net income (gross income less expenses)	2017-12-31	$24,988
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$188,300
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$163,312
Assets. Value of employer securities	2017-12-31	$188,300
2016 : KAT NIC INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$3,312
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$163,312
Total plan assets at beginning of year	2016-12-31	$160,000
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$3,312
Net income (gross income less expenses)	2016-12-31	$3,312
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$163,312
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$160,000
Assets. Value of employer securities	2016-12-31	$163,312
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : KAT NIC INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$160,030
Expenses. Total of all expenses incurred	2015-12-31	$30
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$160,000
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$163,342
Other income received	2015-12-31	$-3,312
Net income (gross income less expenses)	2015-12-31	$160,000
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$160,000
Assets. Value of employer securities	2015-12-31	$160,000
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$30

Form 5500 Responses for KAT NIC INC. RETIREMENT PLAN

2022: KAT NIC INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KAT NIC INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KAT NIC INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KAT NIC INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KAT NIC INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KAT NIC INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KAT NIC INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KAT NIC INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-12	Type of plan entity	Single employer plan
2015-01-12	First time form 5500 has been submitted	Yes
2015-01-12	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-12	Plan funding arrangement – Trust	Yes
2015-01-12	Plan benefit arrangement - Trust	Yes

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Company Name:	LEHIGH VALLEY INSULATION, INC.
Employer identification number (EIN):	472799280
NAIC Classification:	238300