401k Plan data: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN plan

KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 401k Plan overview

Plan Name	KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN
Plan identification number	502

KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Other welfare benefit cover

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 KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2014-01-01 LOREN J. YOUNG
502 2014-01-01 DALE A. HEUSZEL
502 2013-01-01 DALE A. HEUSZEL
502 2012-01-01 DALE A. HEUSZEL
502 2011-01-01 DALE A. HEUSZEL
502 2010-01-01 DALE A. HEUSZEL DALE A. HEUSZEL 2011-03-01
502 2009-01-01 DALE A. HEUSZEL DALE A. HEUSZEL 2010-07-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2014-01-01	LOREN J. YOUNG
502	2014-01-01	DALE A. HEUSZEL
502	2013-01-01	DALE A. HEUSZEL
502	2012-01-01	DALE A. HEUSZEL
502	2011-01-01	DALE A. HEUSZEL
502	2010-01-01	DALE A. HEUSZEL	DALE A. HEUSZEL	2011-03-01
502	2009-01-01	DALE A. HEUSZEL	DALE A. HEUSZEL	2010-07-06

Plan Statistics for KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN

401k plan membership statisitcs for KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN

Measure Date Value
2014: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
2013: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 373
Number of retired or separated participants receiving benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 382
2012: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 305
Number of retired or separated participants receiving benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 314
2011: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 304
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 309
2010: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 389
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 327
Number of retired or separated participants receiving benefits 2010-01-01 13
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 340
2009: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 410
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 375
Number of retired or separated participants receiving benefits 2009-01-01 14
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 389

Measure	Date	Value
2014: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
2013: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	373
Number of retired or separated participants receiving benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	382
2012: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	305
Number of retired or separated participants receiving benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	314
2011: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	304
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	309
2010: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	389
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	327
Number of retired or separated participants receiving benefits	2010-01-01	13
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	340
2009: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	410
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	375
Number of retired or separated participants receiving benefits	2009-01-01	14
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	389

Form 5500 Responses for KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN

2014: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: KENNEDY AND COE, LLC GROUP MAJOR MEDICAL PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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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