401k Plan data: KCOE ISOM, LLP 401(K) PLAN plan

KCOE ISOM, LLP 401(K) PLAN 401k Plan overview

Plan Name	KCOE ISOM, LLP 401(K) PLAN
Plan identification number	002

KCOE ISOM, LLP 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.
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.
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KCOE ISOM, LLP has sponsored the creation of one or more 401k plans.

Company Name: KCOE ISOM, LLP

Employer identification number (EIN): 480567703

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about KCOE ISOM, LLP

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0450015126

More information about KCOE ISOM, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KCOE ISOM, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-04-01
002 2020-04-01
002 2019-04-01
002 2018-04-01
002 2017-04-01 LOREN J. YOUNG
002 2016-04-01 LOREN J. YOUNG
002 2015-04-01 LOREN J. YOUNG
002 2014-04-01 DALE A HEUSZEL
002 2013-04-01 DALE A HEUSZEL
002 2012-04-01 DALE A HEUSZEL
002 2011-04-01 DALE A HEUSZEL
002 2010-04-01 DALE A HEUSZEL
002 2009-04-01 DALE A HEUSZEL DALE A HEUSZEL 2011-01-13

Plan Statistics for KCOE ISOM, LLP 401(K) PLAN

401k plan membership statisitcs for KCOE ISOM, LLP 401(K) PLAN

Measure Date Value
2022: KCOE ISOM, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 451
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 539
Number of retired or separated participants receiving benefits 2022-04-01 217
Number of other retired or separated participants entitled to future benefits 2022-04-01 0
Total of all active and inactive participants 2022-04-01 756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 756
Number of participants with account balances 2022-04-01 717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 31
2021: KCOE ISOM, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 393
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 332
Number of retired or separated participants receiving benefits 2021-04-01 89
Number of other retired or separated participants entitled to future benefits 2021-04-01 0
Total of all active and inactive participants 2021-04-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 421
Number of participants with account balances 2021-04-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 18
2020: KCOE ISOM, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 393
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 309
Number of retired or separated participants receiving benefits 2020-04-01 84
Number of other retired or separated participants entitled to future benefits 2020-04-01 0
Total of all active and inactive participants 2020-04-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 393
Number of participants with account balances 2020-04-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 17
2019: KCOE ISOM, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 414
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 286
Number of retired or separated participants receiving benefits 2019-04-01 85
Number of other retired or separated participants entitled to future benefits 2019-04-01 0
Total of all active and inactive participants 2019-04-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 371
Number of participants with account balances 2019-04-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 19
2018: KCOE ISOM, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 405
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 311
Number of retired or separated participants receiving benefits 2018-04-01 88
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 399
Number of participants with account balances 2018-04-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 23
2017: KCOE ISOM, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 390
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 320
Number of retired or separated participants receiving benefits 2017-04-01 83
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 2
Total participants 2017-04-01 405
Number of participants with account balances 2017-04-01 403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 22
2016: KCOE ISOM, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 386
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 312
Number of retired or separated participants receiving benefits 2016-04-01 78
Number of other retired or separated participants entitled to future benefits 2016-04-01 0
Total of all active and inactive participants 2016-04-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 390
Number of participants with account balances 2016-04-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 28
2015: KCOE ISOM, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 298
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 318
Number of retired or separated participants receiving benefits 2015-04-01 68
Number of other retired or separated participants entitled to future benefits 2015-04-01 0
Total of all active and inactive participants 2015-04-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 386
Number of participants with account balances 2015-04-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 5
2014: KCOE ISOM, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 238
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 240
Number of retired or separated participants receiving benefits 2014-04-01 58
Number of other retired or separated participants entitled to future benefits 2014-04-01 0
Total of all active and inactive participants 2014-04-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 298
Number of participants with account balances 2014-04-01 298
2013: KCOE ISOM, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 214
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 185
Number of retired or separated participants receiving benefits 2013-04-01 53
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 238
Number of participants with account balances 2013-04-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: KCOE ISOM, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 211
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 167
Number of retired or separated participants receiving benefits 2012-04-01 47
Total of all active and inactive participants 2012-04-01 214
Total participants 2012-04-01 214
Number of participants with account balances 2012-04-01 214
2011: KCOE ISOM, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 223
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 168
Number of retired or separated participants receiving benefits 2011-04-01 43
Total of all active and inactive participants 2011-04-01 211
Total participants 2011-04-01 211
Number of participants with account balances 2011-04-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: KCOE ISOM, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 205
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 170
Number of retired or separated participants receiving benefits 2010-04-01 53
Number of other retired or separated participants entitled to future benefits 2010-04-01 0
Total of all active and inactive participants 2010-04-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 223
Number of participants with account balances 2010-04-01 215
2009: KCOE ISOM, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 214
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 162
Number of retired or separated participants receiving benefits 2009-04-01 42
Number of other retired or separated participants entitled to future benefits 2009-04-01 0
Total of all active and inactive participants 2009-04-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 1
Total participants 2009-04-01 205
Number of participants with account balances 2009-04-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2022: KCOE ISOM, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	451
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	539
Number of retired or separated participants receiving benefits	2022-04-01	217
Number of other retired or separated participants entitled to future benefits	2022-04-01	0
Total of all active and inactive participants	2022-04-01	756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	756
Number of participants with account balances	2022-04-01	717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	31
2021: KCOE ISOM, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	393
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	332
Number of retired or separated participants receiving benefits	2021-04-01	89
Number of other retired or separated participants entitled to future benefits	2021-04-01	0
Total of all active and inactive participants	2021-04-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	421
Number of participants with account balances	2021-04-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	18
2020: KCOE ISOM, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	393
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	309
Number of retired or separated participants receiving benefits	2020-04-01	84
Number of other retired or separated participants entitled to future benefits	2020-04-01	0
Total of all active and inactive participants	2020-04-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	393
Number of participants with account balances	2020-04-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	17
2019: KCOE ISOM, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	414
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	286
Number of retired or separated participants receiving benefits	2019-04-01	85
Number of other retired or separated participants entitled to future benefits	2019-04-01	0
Total of all active and inactive participants	2019-04-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	371
Number of participants with account balances	2019-04-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	19
2018: KCOE ISOM, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	405
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	311
Number of retired or separated participants receiving benefits	2018-04-01	88
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	399
Number of participants with account balances	2018-04-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	23
2017: KCOE ISOM, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	390
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	320
Number of retired or separated participants receiving benefits	2017-04-01	83
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	2
Total participants	2017-04-01	405
Number of participants with account balances	2017-04-01	403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	22
2016: KCOE ISOM, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	386
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	312
Number of retired or separated participants receiving benefits	2016-04-01	78
Number of other retired or separated participants entitled to future benefits	2016-04-01	0
Total of all active and inactive participants	2016-04-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	390
Number of participants with account balances	2016-04-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	28
2015: KCOE ISOM, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	298
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	318
Number of retired or separated participants receiving benefits	2015-04-01	68
Number of other retired or separated participants entitled to future benefits	2015-04-01	0
Total of all active and inactive participants	2015-04-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	386
Number of participants with account balances	2015-04-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	5
2014: KCOE ISOM, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	238
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	240
Number of retired or separated participants receiving benefits	2014-04-01	58
Number of other retired or separated participants entitled to future benefits	2014-04-01	0
Total of all active and inactive participants	2014-04-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	298
Number of participants with account balances	2014-04-01	298
2013: KCOE ISOM, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	214
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	185
Number of retired or separated participants receiving benefits	2013-04-01	53
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	238
Number of participants with account balances	2013-04-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: KCOE ISOM, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	211
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	167
Number of retired or separated participants receiving benefits	2012-04-01	47
Total of all active and inactive participants	2012-04-01	214
Total participants	2012-04-01	214
Number of participants with account balances	2012-04-01	214
2011: KCOE ISOM, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	223
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	168
Number of retired or separated participants receiving benefits	2011-04-01	43
Total of all active and inactive participants	2011-04-01	211
Total participants	2011-04-01	211
Number of participants with account balances	2011-04-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: KCOE ISOM, LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	205
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	170
Number of retired or separated participants receiving benefits	2010-04-01	53
Number of other retired or separated participants entitled to future benefits	2010-04-01	0
Total of all active and inactive participants	2010-04-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	223
Number of participants with account balances	2010-04-01	215
2009: KCOE ISOM, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	214
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	162
Number of retired or separated participants receiving benefits	2009-04-01	42
Number of other retired or separated participants entitled to future benefits	2009-04-01	0
Total of all active and inactive participants	2009-04-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	1
Total participants	2009-04-01	205
Number of participants with account balances	2009-04-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on KCOE ISOM, LLP 401(K) PLAN

Measure	Date	Value
2023 : KCOE ISOM, LLP 401(K) PLAN 2023 401k financial data
Total transfer of assets to this plan	2023-03-31	$38,466,908
Total income from all sources (including contributions)	2023-03-31	$2,315,329
Total of all expenses incurred	2023-03-31	$5,597,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$5,412,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$6,880,254
Value of total assets at end of year	2023-03-31	$106,038,360
Value of total assets at beginning of year	2023-03-31	$70,853,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$185,393
Total interest from all sources	2023-03-31	$17,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$500,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Contributions received from participants	2023-03-31	$2,694,010
Participant contributions at end of year	2023-03-31	$389,587
Participant contributions at beginning of year	2023-03-31	$294,314
Participant contributions at end of year	2023-03-31	$780,761
Participant contributions at beginning of year	2023-03-31	$724,500
Income. Received or receivable in cash from other sources (including rollovers)	2023-03-31	$498,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Value of net income/loss	2023-03-31	$-3,282,256
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$106,038,360
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$70,853,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Investment advisory and management fees	2023-03-31	$185,393
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$97,309,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$63,679,931
Interest on participant loans	2023-03-31	$17,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-03-31	$3,870,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-03-31	$2,885,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-4,582,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	No
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Contributions received in cash from employer	2023-03-31	$3,687,876
Employer contributions (assets) at end of year	2023-03-31	$3,687,876
Employer contributions (assets) at beginning of year	2023-03-31	$3,269,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$5,412,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-03-31	No
Did the plan have assets held for investment	2023-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Opinion of an independent qualified public accountant for this plan	2023-03-31	Unqualified
Accountancy firm name	2023-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2023-03-31	450250958
2022 : KCOE ISOM, LLP 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-03-31	$9,292,375
Total of all expenses incurred	2022-03-31	$3,147,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$2,977,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$5,875,611
Value of total assets at end of year	2022-03-31	$70,853,708
Value of total assets at beginning of year	2022-03-31	$64,709,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$170,628
Total interest from all sources	2022-03-31	$13,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$500,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$2,294,068
Participant contributions at end of year	2022-03-31	$294,314
Participant contributions at beginning of year	2022-03-31	$248,137
Participant contributions at end of year	2022-03-31	$724,500
Participant contributions at beginning of year	2022-03-31	$670,500
Income. Received or receivable in cash from other sources (including rollovers)	2022-03-31	$311,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Value of net income/loss	2022-03-31	$6,144,400
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$70,853,708
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$64,709,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Investment advisory and management fees	2022-03-31	$170,628
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$63,679,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$57,926,380
Interest on participant loans	2022-03-31	$13,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-03-31	$2,885,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-03-31	$3,062,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$3,403,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Contributions received in cash from employer	2022-03-31	$3,269,831
Employer contributions (assets) at end of year	2022-03-31	$3,269,585
Employer contributions (assets) at beginning of year	2022-03-31	$2,801,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$2,977,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-03-31	No
Did the plan have assets held for investment	2022-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2022-03-31	450250958
2021 : KCOE ISOM, LLP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-03-31	$24,387,245
Total of all expenses incurred	2021-03-31	$4,353,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$4,202,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$5,233,681
Value of total assets at end of year	2021-03-31	$64,709,308
Value of total assets at beginning of year	2021-03-31	$44,675,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$151,153
Total interest from all sources	2021-03-31	$15,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$500,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$1,974,748
Participant contributions at end of year	2021-03-31	$248,137
Participant contributions at beginning of year	2021-03-31	$240,809
Participant contributions at end of year	2021-03-31	$670,500
Participant contributions at beginning of year	2021-03-31	$470,500
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$207,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$20,033,635
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$64,709,308
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$44,675,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Investment advisory and management fees	2021-03-31	$151,153
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$57,926,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$39,977,183
Interest on participant loans	2021-03-31	$15,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-03-31	$3,062,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$1,388,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$19,137,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Contributions received in cash from employer	2021-03-31	$3,051,681
Employer contributions (assets) at end of year	2021-03-31	$2,801,681
Employer contributions (assets) at beginning of year	2021-03-31	$2,598,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$4,202,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-03-31	No
Did the plan have assets held for investment	2021-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Opinion of an independent qualified public accountant for this plan	2021-03-31	Unqualified
Accountancy firm name	2021-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2021-03-31	450250958
2020 : KCOE ISOM, LLP 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-03-31	$1,452,499
Total of all expenses incurred	2020-03-31	$3,328,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$3,194,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$5,504,812
Value of total assets at end of year	2020-03-31	$44,675,673
Value of total assets at beginning of year	2020-03-31	$46,551,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$133,433
Total interest from all sources	2020-03-31	$20,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$500,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Contributions received from participants	2020-03-31	$1,597,117
Participant contributions at end of year	2020-03-31	$240,809
Participant contributions at beginning of year	2020-03-31	$345,787
Participant contributions at end of year	2020-03-31	$470,500
Participant contributions at beginning of year	2020-03-31	$612,000
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$1,309,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Value of net income/loss	2020-03-31	$-1,875,794
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$44,675,673
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$46,551,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Investment advisory and management fees	2020-03-31	$133,433
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$39,977,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$41,753,582
Interest on participant loans	2020-03-31	$20,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-03-31	$1,388,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-03-31	$1,160,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$-4,072,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Contributions received in cash from employer	2020-03-31	$2,598,674
Employer contributions (assets) at end of year	2020-03-31	$2,598,674
Employer contributions (assets) at beginning of year	2020-03-31	$2,679,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$3,194,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-03-31	No
Did the plan have assets held for investment	2020-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2020-03-31	450250958
2019 : KCOE ISOM, LLP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-03-31	$6,273,792
Total of all expenses incurred	2019-03-31	$3,937,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$3,810,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$4,410,836
Value of total assets at end of year	2019-03-31	$46,551,467
Value of total assets at beginning of year	2019-03-31	$44,214,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$127,249
Total interest from all sources	2019-03-31	$19,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$500,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$1,674,433
Participant contributions at end of year	2019-03-31	$345,787
Participant contributions at beginning of year	2019-03-31	$249,699
Participant contributions at end of year	2019-03-31	$612,000
Participant contributions at beginning of year	2019-03-31	$549,500
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$57,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$2,336,489
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$46,551,467
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$44,214,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Investment advisory and management fees	2019-03-31	$127,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$41,753,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$39,048,241
Interest on participant loans	2019-03-31	$19,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-03-31	$1,160,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-03-31	$1,826,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$1,843,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$2,679,357
Employer contributions (assets) at end of year	2019-03-31	$2,679,357
Employer contributions (assets) at beginning of year	2019-03-31	$2,541,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$3,810,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-03-31	No
Did the plan have assets held for investment	2019-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2019-03-31	450250958
2018 : KCOE ISOM, LLP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-03-31	$8,679,257
Total of all expenses incurred	2018-03-31	$2,059,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$1,946,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$4,754,107
Value of total assets at end of year	2018-03-31	$44,214,978
Value of total assets at beginning of year	2018-03-31	$37,594,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$113,110
Total interest from all sources	2018-03-31	$12,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$500,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$1,672,185
Participant contributions at end of year	2018-03-31	$249,699
Participant contributions at beginning of year	2018-03-31	$76,561
Participant contributions at end of year	2018-03-31	$549,500
Participant contributions at beginning of year	2018-03-31	$585,000
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$540,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$6,620,066
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$44,214,978
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$37,594,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Investment advisory and management fees	2018-03-31	$113,110
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$39,048,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$32,686,127
Interest on participant loans	2018-03-31	$12,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-03-31	$1,826,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-03-31	$1,439,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$3,913,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$2,541,241
Employer contributions (assets) at end of year	2018-03-31	$2,541,235
Employer contributions (assets) at beginning of year	2018-03-31	$2,808,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$1,946,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-03-31	No
Did the plan have assets held for investment	2018-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2018-03-31	450250958
2017 : KCOE ISOM, LLP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-03-31	$8,157,784
Total of all expenses incurred	2017-03-31	$3,454,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$3,384,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$4,459,141
Value of total assets at end of year	2017-03-31	$37,594,912
Value of total assets at beginning of year	2017-03-31	$32,891,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$70,011
Total interest from all sources	2017-03-31	$4,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$1,641,899
Participant contributions at end of year	2017-03-31	$76,561
Participant contributions at beginning of year	2017-03-31	$106,390
Participant contributions at end of year	2017-03-31	$585,000
Participant contributions at beginning of year	2017-03-31	$527,500
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$9,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$4,703,474
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$37,594,912
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$32,891,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Investment advisory and management fees	2017-03-31	$70,011
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$32,686,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$28,258,382
Interest on participant loans	2017-03-31	$4,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-03-31	$1,439,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-03-31	$1,102,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$3,694,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Contributions received in cash from employer	2017-03-31	$2,808,056
Employer contributions (assets) at end of year	2017-03-31	$2,808,056
Employer contributions (assets) at beginning of year	2017-03-31	$2,897,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$3,384,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-03-31	No
Did the plan have assets held for investment	2017-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2017-03-31	450250958
2016 : KCOE ISOM, LLP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-03-31	$5,221,165
Total of all expenses incurred	2016-03-31	$810,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$760,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$6,288,019
Value of total assets at end of year	2016-03-31	$32,891,438
Value of total assets at beginning of year	2016-03-31	$28,480,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$49,909
Total interest from all sources	2016-03-31	$3,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$1,464,400
Participant contributions at end of year	2016-03-31	$106,390
Participant contributions at end of year	2016-03-31	$527,500
Participant contributions at beginning of year	2016-03-31	$484,291
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$1,926,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$4,411,036
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$32,891,438
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$28,480,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Investment advisory and management fees	2016-03-31	$49,909
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$28,258,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$25,123,642
Interest on participant loans	2016-03-31	$3,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-03-31	$1,102,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-03-31	$1,081,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-1,070,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$2,897,029
Employer contributions (assets) at end of year	2016-03-31	$2,897,029
Employer contributions (assets) at beginning of year	2016-03-31	$1,791,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$760,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-03-31	No
Did the plan have assets held for investment	2016-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2016-03-31	450250958
2015 : KCOE ISOM, LLP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-03-31	$4,447,498
Total of all expenses incurred	2015-03-31	$661,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$603,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$2,876,799
Value of total assets at end of year	2015-03-31	$28,480,402
Value of total assets at beginning of year	2015-03-31	$24,694,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$58,261
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$1,713,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$1,713,522
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$1,069,316
Participant contributions at end of year	2015-03-31	$484,291
Participant contributions at beginning of year	2015-03-31	$302,378
Income. Received or receivable in cash from other sources (including rollovers)	2015-03-31	$16,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$3,785,951
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$28,480,402
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$24,694,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Investment advisory and management fees	2015-03-31	$58,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$25,123,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$22,472,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-03-31	$1,081,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-03-31	$1,108,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$-142,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$1,791,245
Employer contributions (assets) at end of year	2015-03-31	$1,791,245
Employer contributions (assets) at beginning of year	2015-03-31	$811,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$603,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-03-31	No
Did the plan have assets held for investment	2015-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	No
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2015-03-31	450250958
2014 : KCOE ISOM, LLP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-03-31	$5,081,951
Total of all expenses incurred	2014-03-31	$1,599,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$1,549,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$2,208,296
Value of total assets at end of year	2014-03-31	$24,694,451
Value of total assets at beginning of year	2014-03-31	$21,211,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$49,130
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$959,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$959,560
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$771,019
Participant contributions at end of year	2014-03-31	$302,378
Participant contributions at beginning of year	2014-03-31	$280,428
Income. Received or receivable in cash from other sources (including rollovers)	2014-03-31	$25,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$3,482,940
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$24,694,451
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$21,211,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Investment advisory and management fees	2014-03-31	$49,130
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$22,472,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$18,987,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-03-31	$1,108,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-03-31	$1,165,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$1,914,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$1,411,612
Employer contributions (assets) at end of year	2014-03-31	$811,419
Employer contributions (assets) at beginning of year	2014-03-31	$778,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$1,549,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-03-31	No
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	No
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2014-03-31	450250958
2013 : KCOE ISOM, LLP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-03-31	$3,873,002
Total of all expenses incurred	2013-03-31	$1,237,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$1,194,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$2,058,602
Value of total assets at end of year	2013-03-31	$21,211,511
Value of total assets at beginning of year	2013-03-31	$18,575,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$42,991
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$529,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$529,227
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$683,620
Participant contributions at end of year	2013-03-31	$280,428
Participant contributions at beginning of year	2013-03-31	$262,831
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$11,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$2,635,878
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$21,211,511
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$18,575,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Investment advisory and management fees	2013-03-31	$42,991
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$18,987,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$16,777,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-03-31	$1,165,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-03-31	$841,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$1,285,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$1,363,081
Employer contributions (assets) at end of year	2013-03-31	$778,786
Employer contributions (assets) at beginning of year	2013-03-31	$693,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$1,194,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-03-31	No
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2013-03-31	450250958
2012 : KCOE ISOM, LLP 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-03-31	$2,552,928
Total of all expenses incurred	2012-03-31	$610,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$574,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$1,964,776
Value of total assets at end of year	2012-03-31	$18,575,633
Value of total assets at beginning of year	2012-03-31	$16,633,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$35,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$670,794
Participant contributions at end of year	2012-03-31	$262,831
Participant contributions at beginning of year	2012-03-31	$241,250
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$1,942,492
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$18,575,633
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$16,633,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Investment advisory and management fees	2012-03-31	$35,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$16,777,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$14,954,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-31	$841,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-03-31	$830,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$588,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Contributions received in cash from employer	2012-03-31	$1,293,982
Employer contributions (assets) at end of year	2012-03-31	$693,741
Employer contributions (assets) at beginning of year	2012-03-31	$607,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$574,743
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-03-31	No
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2012-03-31	450250958
2011 : KCOE ISOM, LLP 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-03-31	$5,081,523
Total of all expenses incurred	2011-03-31	$2,086,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$2,057,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$3,208,404
Value of total assets at end of year	2011-03-31	$16,633,141
Value of total assets at beginning of year	2011-03-31	$13,638,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$29,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$500,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$639,539
Participant contributions at end of year	2011-03-31	$241,250
Participant contributions at beginning of year	2011-03-31	$190,750
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$1,371,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$2,994,546
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$16,633,141
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$13,638,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Investment advisory and management fees	2011-03-31	$29,088
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$14,954,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$11,450,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-03-31	$830,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-03-31	$845,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$1,873,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$1,197,475
Employer contributions (assets) at end of year	2011-03-31	$607,284
Employer contributions (assets) at beginning of year	2011-03-31	$1,151,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$2,057,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-03-31	No
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	EIDE BAILLY, LLP
Accountancy firm EIN	2011-03-31	450250958

Form 5500 Responses for KCOE ISOM, LLP 401(K) PLAN

2022: KCOE ISOM, LLP 401(K) PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: KCOE ISOM, LLP 401(K) PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Plan funding arrangement – Insurance	Yes
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement – Insurance	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: KCOE ISOM, LLP 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: KCOE ISOM, LLP 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: KCOE ISOM, LLP 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: KCOE ISOM, LLP 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: KCOE ISOM, LLP 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: KCOE ISOM, LLP 401(K) PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: KCOE ISOM, LLP 401(K) PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: KCOE ISOM, LLP 401(K) PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: KCOE ISOM, LLP 401(K) PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: KCOE ISOM, LLP 401(K) PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: KCOE ISOM, LLP 401(K) PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: KCOE ISOM, LLP 401(K) PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	This submission is the final filing	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-BO-UW48

Policy instance

Insurance contract or identification number	GAP-BO-UW48
Number of Individuals Covered	182
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-BO-UW48

Policy instance

Insurance contract or identification number	GAP-BO-UW48
Number of Individuals Covered	125
Insurance policy start date	2021-04-01
Insurance policy end date	2022-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-BO-UW48

Policy instance

Insurance contract or identification number	GAP-BO-UW48
Number of Individuals Covered	117
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-BO-UW48

Policy instance

Insurance contract or identification number	GAP-BO-UW48
Number of Individuals Covered	32
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-JN6Z

Policy instance

Insurance contract or identification number	GAP-CP-JN6Z
Number of Individuals Covered	32
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-JN6Z

Policy instance

Insurance contract or identification number	GAP-CP-JN6Z
Number of Individuals Covered	40
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B0-UW48

Policy instance

Insurance contract or identification number	GAP-B0-UW48
Number of Individuals Covered	0
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B0-UW48

Policy instance

Insurance contract or identification number	GAP-B0-UW48
Number of Individuals Covered	29
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B0-UW48

Policy instance

Insurance contract or identification number	GAP-B0-UW48
Number of Individuals Covered	28
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B0-UW48

Policy instance

Insurance contract or identification number	GAP-B0-UW48
Number of Individuals Covered	28
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B0-UW48

Policy instance

Insurance contract or identification number	GAP-B0-UW48
Number of Individuals Covered	28
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B0-UW48

Policy instance

Insurance contract or identification number	GAP-B0-UW48
Number of Individuals Covered	28
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B0-UW48

Policy instance

Insurance contract or identification number	GAP-B0-UW48
Number of Individuals Covered	33
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	KCOE ISOM, LLP
Employer identification number (EIN):	480567703
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0450015126