401k Plan data: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN plan

KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan Name	KUNDRA & ASSOCIATES, P.C. 401(K) PLAN
Plan identification number	001

KUNDRA & ASSOCIATES, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KUNDRA & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KUNDRA & ASSOCIATES, P.C.

Employer identification number (EIN): 521920632

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUNDRA & ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHAYA KUNDRA 2023-07-28 CHAYA KUNDRA 2023-07-28
001 2021-01-01 CHAYA KUNDRA 2022-06-16
001 2020-01-01 CHAYA KUNDRA 2021-07-27 CHAYA KUNDRA 2021-07-27
001 2019-01-01 RANDI DUTCH 2020-07-07 RANDI DUTCH 2020-07-07
001 2018-01-01 SHARON HICKMAN 2019-07-30 SHARON HICKMAN 2019-07-30
001 2017-01-01 SHARON HICKMAN 2018-07-31 SHARON HICKMAN 2018-07-31
001 2016-01-01 SHARON HICKMAN 2017-10-16 SHARON HICKMAN 2017-10-16
001 2016-01-01 SHARON HICKMAN 2020-04-29
001 2015-01-01 WELDRENA BEAN
001 2014-01-01 SHARON HICKMAN SHARON HICKMAN 2015-10-15
001 2014-01-01 SHARON HICKMAN SHARON HICKMAN 2015-10-15
001 2013-01-01 CECELIA BONFILS CECELIA BONFILS 2014-07-30
001 2012-01-01 CECELIA BONFILS CECELIA BONFILS 2014-02-18
001 2011-01-01 IAN GREATHEAD
001 2010-01-01 IAN GREATHEAD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHAYA KUNDRA	2023-07-28	CHAYA KUNDRA	2023-07-28
001	2021-01-01	CHAYA KUNDRA	2022-06-16
001	2020-01-01	CHAYA KUNDRA	2021-07-27	CHAYA KUNDRA	2021-07-27
001	2019-01-01	RANDI DUTCH	2020-07-07	RANDI DUTCH	2020-07-07
001	2018-01-01	SHARON HICKMAN	2019-07-30	SHARON HICKMAN	2019-07-30
001	2017-01-01	SHARON HICKMAN	2018-07-31	SHARON HICKMAN	2018-07-31
001	2016-01-01	SHARON HICKMAN	2017-10-16	SHARON HICKMAN	2017-10-16
001	2016-01-01	SHARON HICKMAN	2020-04-29
001	2015-01-01	WELDRENA BEAN
001	2014-01-01	SHARON HICKMAN		SHARON HICKMAN	2015-10-15
001	2014-01-01	SHARON HICKMAN		SHARON HICKMAN	2015-10-15
001	2013-01-01	CECELIA BONFILS		CECELIA BONFILS	2014-07-30
001	2012-01-01	CECELIA BONFILS		CECELIA BONFILS	2014-02-18
001	2011-01-01	IAN GREATHEAD
001	2010-01-01	IAN GREATHEAD

Plan Statistics for KUNDRA & ASSOCIATES, P.C. 401(K) PLAN

401k plan membership statisitcs for KUNDRA & ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2015: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 1
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
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 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2015: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	1
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
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	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on KUNDRA & ASSOCIATES, P.C. 401(K) PLAN

Measure	Date	Value
2015 : KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$4,377
Expenses. Total of all expenses incurred	2015-12-31	$4,279
Benefits paid (including direct rollovers)	2015-12-31	$4,279
Total plan assets at end of year	2015-12-31	$187,483
Total plan assets at beginning of year	2015-12-31	$187,385
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$7,450
Other income received	2015-12-31	$-3,073
Net income (gross income less expenses)	2015-12-31	$98
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$187,483
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$187,385
Assets. Value of participant loans	2015-12-31	$32,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$55,649
Expenses. Total of all expenses incurred	2014-12-31	$108,359
Benefits paid (including direct rollovers)	2014-12-31	$108,359
Total plan assets at end of year	2014-12-31	$187,138
Total plan assets at beginning of year	2014-12-31	$239,848
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$34,112
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$3,802
Net income (gross income less expenses)	2014-12-31	$-52,710
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$187,138
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$239,848
Assets. Value of participant loans	2014-12-31	$47,952
Total contributions received or receivable from employer(s)	2014-12-31	$17,735
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$100,511
Expenses. Total of all expenses incurred	2013-12-31	$27,797
Benefits paid (including direct rollovers)	2013-12-31	$27,797
Total plan assets at end of year	2013-12-31	$239,848
Total plan assets at beginning of year	2013-12-31	$167,134
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$39,267
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$29,181
Net income (gross income less expenses)	2013-12-31	$72,714
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$239,848
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$167,134
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$32,063
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$52,144
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$167,134
Total plan assets at beginning of year	2012-12-31	$114,991
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$36,660
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$15,484
Net income (gross income less expenses)	2012-12-31	$52,144
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$167,134
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$114,991
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$49,860
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$100,622
Total plan assets at beginning of year	2011-12-31	$50,763
Total contributions received or receivable from participants	2011-12-31	$42,063
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,797
Net income (gross income less expenses)	2011-12-31	$49,860
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$100,622
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$50,763
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$62,261
Total plan assets at end of year	2010-12-31	$62,261
Total contributions received or receivable from participants	2010-12-31	$49,500
Other income received	2010-12-31	$1,263
Net income (gross income less expenses)	2010-12-31	$62,261
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$62,261
Total contributions received or receivable from employer(s)	2010-12-31	$11,498

Form 5500 Responses for KUNDRA & ASSOCIATES, P.C. 401(K) PLAN

2015: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KUNDRA & ASSOCIATES, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KUNDRA & ASSOCIATES, P.C.
Employer identification number (EIN):	521920632
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers