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KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN
Plan identification number 001

KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION
Employer identification number (EIN):541186543
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1981-12-23
Company Identification Number: 0225212
Legal Registered Office Address: 150 WEST MAIN ST SUITE 2100
150 W MAIN ST STE 2100
NORFOLK
United States of America (USA)
23510

More information about KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID L. WHITSON DAVID L. WHITSON2018-09-28
0012016-01-01DAVID L. WHITSON DAVID L. WHITSON2017-10-09
0012015-01-01DAVID L. WHITSON DAVID L. WHITSON2016-10-10
0012014-01-01DAVID L. WHITSON DAVID L. WHITSON2015-10-12
0012013-01-01TERESA D. HALL TERESA D. HALL2014-09-18
0012012-01-01DALE E. HOWER DALE E. HOWER2013-10-01
0012011-01-01JOHN A. LYNN JOHN A. LYNN2012-08-24
0012009-01-01JOHN A LYNN JOHN A LYNN2010-09-30

Plan Statistics for KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01265
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01281
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01276
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01265
Number of participants with account balances2021-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01289
Total number of active participants reported on line 7a of the Form 55002020-01-01197
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01276
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01279
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01277
Number of participants with account balances2019-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01279
Number of participants with account balances2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01291
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01288
Number of participants with account balances2017-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01299
Total number of active participants reported on line 7a of the Form 55002016-01-01210
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01291
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01308
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01299
Number of participants with account balances2015-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01336
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01308
Number of participants with account balances2014-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01350
Total number of active participants reported on line 7a of the Form 55002013-01-01241
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01363
Total number of active participants reported on line 7a of the Form 55002012-01-01249
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0198
Total of all active and inactive participants2012-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01350
Number of participants with account balances2012-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01394
Total number of active participants reported on line 7a of the Form 55002011-01-01265
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0190
Total of all active and inactive participants2011-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01363
Number of participants with account balances2011-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01432
Total number of active participants reported on line 7a of the Form 55002009-01-01296
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01112
Total of all active and inactive participants2009-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01412
Number of participants with account balances2009-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,163,501
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,459,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,384,243
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,112,015
Value of total assets at end of year2022-12-31$160,670,830
Value of total assets at beginning of year2022-12-31$187,293,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,316
Total interest from all sources2022-12-31$36,069
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,082,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,082,061
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,441,064
Participant contributions at end of year2022-12-31$455,896
Participant contributions at beginning of year2022-12-31$459,892
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,905,611
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,601,968
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$94,089
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-1,020,273
Administrative expenses (other) incurred2022-12-31$75,316
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-26,623,060
Value of net assets at end of year (total assets less liabilities)2022-12-31$160,670,830
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$187,293,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$117,730,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$142,021,895
Interest on participant loans2022-12-31$23,638
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$29,780,773
Value of interest in common/collective trusts at beginning of year2022-12-31$34,238,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,798,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,971,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,971,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,431
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,285,307
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-3,088,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,576,862
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,384,243
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PB MARES, LLP
Accountancy firm EIN2022-12-31540737372
2021 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,235,537
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,498,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,421,511
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,920,253
Value of total assets at end of year2021-12-31$187,293,890
Value of total assets at beginning of year2021-12-31$166,556,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,803
Total interest from all sources2021-12-31$36,760
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,743,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,743,457
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,257,397
Participant contributions at end of year2021-12-31$459,892
Participant contributions at beginning of year2021-12-31$558,721
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,601,968
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,728,002
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,109,707
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$1,591,324
Administrative expenses (other) incurred2021-12-31$76,803
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$20,737,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$187,293,890
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$166,556,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$142,021,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$126,755,895
Interest on participant loans2021-12-31$27,243
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$34,238,738
Value of interest in common/collective trusts at beginning of year2021-12-31$29,232,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,971,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,281,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,281,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9,517
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,326,865
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$4,616,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$2,553,149
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,421,511
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,312,118
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,312,118
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PB MARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$26,202,432
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,271,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,190,052
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,766,036
Value of total assets at end of year2020-12-31$166,556,667
Value of total assets at beginning of year2020-12-31$148,625,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,160
Total interest from all sources2020-12-31$41,191
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,114,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,114,303
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,245,792
Participant contributions at end of year2020-12-31$558,721
Participant contributions at beginning of year2020-12-31$723,594
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,728,002
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,676,714
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,092,728
Administrative expenses (other) incurred2020-12-31$81,160
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$17,931,220
Value of net assets at end of year (total assets less liabilities)2020-12-31$166,556,667
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$148,625,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$126,755,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$114,909,597
Interest on participant loans2020-12-31$35,036
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$29,232,581
Value of interest in common/collective trusts at beginning of year2020-12-31$25,912,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,281,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,403,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,403,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,155
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,435,766
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$2,752,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,428,830
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,190,052
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,778,963
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,778,963
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PB MARES, LLP
Accountancy firm EIN2020-12-31540737372
2019 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,273,593
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,747,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,646,788
Expenses. Certain deemed distributions of participant loans2019-12-31$12,632
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,933,727
Value of total assets at end of year2019-12-31$148,625,447
Value of total assets at beginning of year2019-12-31$130,098,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,635
Total interest from all sources2019-12-31$44,194
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,042,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,042,782
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,241,727
Participant contributions at end of year2019-12-31$723,594
Participant contributions at beginning of year2019-12-31$679,365
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,676,714
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,821,436
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$186,594
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$987,014
Administrative expenses (other) incurred2019-12-31$87,635
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$18,526,538
Value of net assets at end of year (total assets less liabilities)2019-12-31$148,625,447
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$130,098,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$114,909,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,477,346
Interest on participant loans2019-12-31$34,591
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$25,912,299
Value of interest in common/collective trusts at beginning of year2019-12-31$26,733,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,403,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,386,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,386,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,603
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,281,938
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$3,983,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,505,406
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,646,788
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,588,898
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,588,898
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PB MARES, LLP
Accountancy firm EIN2019-12-31540737372
2018 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-963,229
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,905,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,759,796
Expenses. Certain deemed distributions of participant loans2018-12-31$68,986
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,864,232
Value of total assets at end of year2018-12-31$130,098,909
Value of total assets at beginning of year2018-12-31$135,967,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,928
Total interest from all sources2018-12-31$43,633
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,928,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,928,954
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,206,689
Participant contributions at end of year2018-12-31$679,365
Participant contributions at beginning of year2018-12-31$715,969
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,821,436
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,291,112
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,242
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-93,786
Administrative expenses (other) incurred2018-12-31$76,928
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-5,868,939
Value of net assets at end of year (total assets less liabilities)2018-12-31$130,098,909
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$135,967,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$96,477,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$100,421,442
Interest on participant loans2018-12-31$32,017
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$26,733,993
Value of interest in common/collective trusts at beginning of year2018-12-31$27,488,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,386,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,051,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,051,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,616
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,443,519
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-262,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$2,611,301
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,759,796
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,276,168
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,276,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LP
Accountancy firm EIN2018-12-31560747981
2017 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$22,641,434
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,602,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,497,915
Expenses. Certain deemed distributions of participant loans2017-12-31$15,369
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,869,182
Value of total assets at end of year2017-12-31$135,967,848
Value of total assets at beginning of year2017-12-31$116,928,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,888
Total interest from all sources2017-12-31$43,371
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,192,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,192,523
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,143,685
Participant contributions at end of year2017-12-31$715,969
Participant contributions at beginning of year2017-12-31$726,531
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,291,112
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,709,768
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,840
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$831,240
Administrative expenses (other) incurred2017-12-31$88,888
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$19,039,262
Value of net assets at end of year (total assets less liabilities)2017-12-31$135,967,848
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$116,928,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$100,421,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$84,059,152
Interest on participant loans2017-12-31$30,005
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$27,488,227
Value of interest in common/collective trusts at beginning of year2017-12-31$23,467,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,051,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,965,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,965,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,366
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,110,984
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$2,594,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,709,657
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,497,915
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,626,081
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,626,081
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,885,030
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,143,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,973,384
Expenses. Certain deemed distributions of participant loans2016-12-31$68,326
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,855,277
Value of total assets at end of year2016-12-31$116,928,586
Value of total assets at beginning of year2016-12-31$110,186,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,391
Total interest from all sources2016-12-31$33,127
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,987,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,987,393
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,177,554
Participant contributions at end of year2016-12-31$726,531
Participant contributions at beginning of year2016-12-31$673,193
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,709,768
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,310,876
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Other income not declared elsewhere2016-12-31$496,456
Administrative expenses (other) incurred2016-12-31$101,391
Total non interest bearing cash at end of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$6,741,929
Value of net assets at end of year (total assets less liabilities)2016-12-31$116,928,586
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,186,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$84,059,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$82,902,739
Interest on participant loans2016-12-31$28,414
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$23,467,834
Value of interest in common/collective trusts at beginning of year2016-12-31$21,229,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,965,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,070,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,070,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,713
Asset value of US Government securities at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,011,570
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$1,501,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,677,723
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,973,384
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$915,007
Aggregate carrying amount (costs) on sale of assets2016-12-31$915,007
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,812,834
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,456,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,375,256
Expenses. Certain deemed distributions of participant loans2015-12-31$68,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,612,971
Value of total assets at end of year2015-12-31$110,186,657
Value of total assets at beginning of year2015-12-31$109,830,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,180
Total interest from all sources2015-12-31$31,414
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,338,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,338,761
Administrative expenses professional fees incurred2015-12-31$9,800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,117,317
Participant contributions at end of year2015-12-31$673,193
Participant contributions at beginning of year2015-12-31$722,682
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,310,876
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,361,657
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,442
Other income not declared elsewhere2015-12-31$-159,312
Administrative expenses (other) incurred2015-12-31$3,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$356,006
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,186,657
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$109,830,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$82,902,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$88,634,972
Interest on participant loans2015-12-31$29,468
Value of interest in common/collective trusts at end of year2015-12-31$21,229,015
Value of interest in common/collective trusts at beginning of year2015-12-31$14,776,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,070,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,335,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,335,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,097,883
Net investment gain or loss from common/collective trusts2015-12-31$86,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,461,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,375,256
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,480,151
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,213,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,128,454
Expenses. Certain deemed distributions of participant loans2014-12-31$73,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,951,287
Value of total assets at end of year2014-12-31$109,830,651
Value of total assets at beginning of year2014-12-31$103,563,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,550
Total interest from all sources2014-12-31$31,430
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,225,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,225,366
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,167,068
Participant contributions at end of year2014-12-31$722,682
Participant contributions at beginning of year2014-12-31$759,362
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,361,657
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,512,520
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$88,038
Other income not declared elsewhere2014-12-31$422,013
Administrative expenses (other) incurred2014-12-31$11,550
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,266,725
Value of net assets at end of year (total assets less liabilities)2014-12-31$109,830,651
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$103,563,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$88,634,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$84,800,973
Interest on participant loans2014-12-31$29,761
Value of interest in common/collective trusts at end of year2014-12-31$14,776,247
Value of interest in common/collective trusts at beginning of year2014-12-31$11,955,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,335,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,535,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,535,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,732,463
Net investment gain or loss from common/collective trusts2014-12-31$582,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,696,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,128,454
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$20,751,018
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,814,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,755,850
Expenses. Certain deemed distributions of participant loans2013-12-31$57,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,504,818
Value of total assets at end of year2013-12-31$103,563,926
Value of total assets at beginning of year2013-12-31$84,627,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,000
Total interest from all sources2013-12-31$32,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,129,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,129,627
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,306,958
Participant contributions at end of year2013-12-31$759,362
Participant contributions at beginning of year2013-12-31$675,186
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,512,520
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,861,917
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$347,356
Other income not declared elsewhere2013-12-31$631,298
Administrative expenses (other) incurred2013-12-31$1,000
Total non interest bearing cash at end of year2013-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$18,936,303
Value of net assets at end of year (total assets less liabilities)2013-12-31$103,563,926
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$84,627,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$84,800,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$69,349,593
Interest on participant loans2013-12-31$30,397
Value of interest in common/collective trusts at end of year2013-12-31$11,955,371
Value of interest in common/collective trusts at beginning of year2013-12-31$8,849,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,535,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,891,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,891,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,644,464
Net investment gain or loss from common/collective trusts2013-12-31$808,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,850,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,755,850
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,542,666
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,377,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,320,941
Expenses. Certain deemed distributions of participant loans2012-12-31$55,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,359,421
Value of total assets at end of year2012-12-31$84,627,623
Value of total assets at beginning of year2012-12-31$71,462,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,122
Total interest from all sources2012-12-31$33,717
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,340,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,340,685
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,391,810
Participant contributions at end of year2012-12-31$675,186
Participant contributions at beginning of year2012-12-31$765,489
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,861,917
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,382,200
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,522
Other income not declared elsewhere2012-12-31$381,056
Administrative expenses (other) incurred2012-12-31$1,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,164,798
Value of net assets at end of year (total assets less liabilities)2012-12-31$84,627,623
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$71,462,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at beginning of year2012-12-31$58,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$69,349,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,912,187
Interest on participant loans2012-12-31$31,137
Value of interest in common/collective trusts at end of year2012-12-31$8,849,653
Value of interest in common/collective trusts at beginning of year2012-12-31$7,867,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,891,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,425,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,425,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,046,513
Net investment gain or loss from common/collective trusts2012-12-31$381,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,960,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,320,941
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$23,217
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$28,500
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,249,157
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,657,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,553,662
Expenses. Certain deemed distributions of participant loans2011-12-31$83,228
Value of total corrective distributions2011-12-31$18,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,244,539
Value of total assets at end of year2011-12-31$71,462,825
Value of total assets at beginning of year2011-12-31$68,871,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,780
Total interest from all sources2011-12-31$39,819
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,261,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,261,218
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$10,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,270,704
Participant contributions at end of year2011-12-31$765,489
Participant contributions at beginning of year2011-12-31$781,192
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,382,200
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,446,950
Other income not declared elsewhere2011-12-31$-117,904
Administrative expenses (other) incurred2011-12-31$2,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,591,318
Value of net assets at end of year (total assets less liabilities)2011-12-31$71,462,825
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$68,871,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$58,590
Assets. partnership/joint venture interests at beginning of year2011-12-31$58,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$57,912,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,701,856
Interest on participant loans2011-12-31$33,335
Value of interest in common/collective trusts at end of year2011-12-31$7,867,416
Value of interest in common/collective trusts at beginning of year2011-12-31$4,988,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,425,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,824,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,824,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,313,509
Net investment gain or loss from common/collective trusts2011-12-31$134,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,973,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,553,662
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$23,217
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$24,468
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$28,500
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$35,666
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,343,207
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,520,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,507,940
Expenses. Certain deemed distributions of participant loans2010-12-31$9,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,710,983
Value of total assets at end of year2010-12-31$68,871,507
Value of total assets at beginning of year2010-12-31$61,049,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,720
Total interest from all sources2010-12-31$731,921
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$10,000
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$10,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,980,321
Participant contributions at end of year2010-12-31$781,192
Participant contributions at beginning of year2010-12-31$549,499
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,446,950
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,638,915
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,836
Other income not declared elsewhere2010-12-31$973,861
Administrative expenses (other) incurred2010-12-31$3,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,822,307
Value of net assets at end of year (total assets less liabilities)2010-12-31$68,871,507
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$61,049,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$58,590
Assets. partnership/joint venture interests at beginning of year2010-12-31$58,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$57,701,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,278,072
Interest on participant loans2010-12-31$35,251
Value of interest in common/collective trusts at end of year2010-12-31$4,988,165
Value of interest in common/collective trusts at beginning of year2010-12-31$6,453,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,824,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$696,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,778,813
Net investment gain or loss from common/collective trusts2010-12-31$147,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,728,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,507,940
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$24,468
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$24,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$35,666
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$35,666
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2010-12-31560747981
2009 : KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN

2022: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20971
Policy instance 1
Insurance contract or identification number20971
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameRICHARD F KIEFNER JR
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20971
Policy instance 1
Insurance contract or identification number20971
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameRICHARD F KIEFNER JR
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20971
Policy instance 1
Insurance contract or identification number20971
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameRICHARD F KIEFNER JR
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20971
Policy instance 1
Insurance contract or identification number20971
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameRICHARD F KIEFNER JR
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberNML20971
Policy instance 1
Insurance contract or identification numberNML20971
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameRICHARD F KIEFNER JR
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberNML20971
Policy instance 1
Insurance contract or identification numberNML20971
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberAL200882
Policy instance 2
Insurance contract or identification numberAL200882
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberNML20971
Policy instance 1
Insurance contract or identification numberNML20971
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberAL200882
Policy instance 2
Insurance contract or identification numberAL200882
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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