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Plan Name | KANN & ASSOCIATES, INC. T/A KANN PARTNERS 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KANN & ASSOCIATES, INC. T/A KANN PARTNERS |
Employer identification number (EIN): | 520989192 |
NAIC Classification: | 541310 |
NAIC Description: | Architectural Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | DONALD KANN | 2019-07-16 | ||
002 | 2018-01-01 | DONALD KANN | 2019-07-16 | ||
002 | 2017-01-01 | DONALD KANN | 2018-10-14 | ||
002 | 2016-01-01 | DONALD KANN | 2017-10-09 | ||
002 | 2015-01-01 | DONALD KANN | 2016-10-14 | ||
002 | 2014-01-01 | DONALD R. KANN | 2015-10-14 | DONALD R.KANN | 2015-10-14 |
002 | 2013-01-01 | DONALD KANN | 2014-10-14 | DONALD KANN | 2014-10-14 |
002 | 2012-01-01 | DONALD KANN | 2013-09-30 | DONALD KANN | 2013-09-30 |
002 | 2011-01-01 | DONALD KANN | 2012-10-15 | DONALD KANN | 2012-10-15 |
002 | 2010-01-01 | DONALD KANN | DONALD KANN | 2011-10-13 | |
002 | 2009-01-01 | DONALD KANN | DONALD KANN | 2010-10-07 |
Measure | Date | Value |
---|---|---|
2010: KANN & ASSOCIATES, INC. T/A KANN PARTNERS 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 30 |
Number of participants with account balances | 2010-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: KANN & ASSOCIATES, INC. T/A KANN PARTNERS 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 38 |
Number of participants with account balances | 2009-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2010 : KANN & ASSOCIATES, INC. T/A KANN PARTNERS 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $274,634 |
Expenses. Total of all expenses incurred | 2010-12-31 | $14,252 |
Benefits paid (including direct rollovers) | 2010-12-31 | $13,798 |
Total plan assets at end of year | 2010-12-31 | $2,246,081 |
Total plan assets at beginning of year | 2010-12-31 | $1,985,699 |
Value of fidelity bond covering the plan | 2010-12-31 | $210,000 |
Total contributions received or receivable from participants | 2010-12-31 | $35,352 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $454 |
Other income received | 2010-12-31 | $239,282 |
Net income (gross income less expenses) | 2010-12-31 | $260,382 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,246,081 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,985,699 |
Assets. Value of participant loans | 2010-12-31 | $2,313 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : KANN & ASSOCIATES, INC. T/A KANN PARTNERS 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2010: KANN & ASSOCIATES, INC. T/A KANN PARTNERS 401(K) PLAN 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KANN & ASSOCIATES, INC. T/A KANN PARTNERS 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GAP-B2-TV05 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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