KALBAUGH, PFUND & MESSERSMITH, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 54 |
| 2021: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 54 |
| 2020: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 56 |
| 2019: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 60 |
| 2018: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 69 |
| Measure | Date | Value |
|---|
| 2022 : KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $6,040 |
| Total plan liabilities at beginning of year | 2022-12-31 | $68,905 |
| Total income from all sources | 2022-12-31 | $568,725 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $599,251 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $280,351 |
| Total plan assets at end of year | 2022-12-31 | $102,834 |
| Total plan assets at beginning of year | 2022-12-31 | $196,225 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $89,191 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $205,194 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $2,471 |
| Other income received | 2022-12-31 | $552 |
| Net income (gross income less expenses) | 2022-12-31 | $-30,526 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $96,794 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $127,320 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $476,511 |
| Value of corrective distributions | 2022-12-31 | $91,673 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $22,033 |
| 2021 : KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $68,905 |
| Total plan liabilities at beginning of year | 2021-12-31 | $28,794 |
| Total income from all sources | 2021-12-31 | $478,717 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $467,305 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $231,701 |
| Total plan assets at end of year | 2021-12-31 | $196,225 |
| Total plan assets at beginning of year | 2021-12-31 | $144,702 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $85,035 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $163,397 |
| Other income received | 2021-12-31 | $416 |
| Net income (gross income less expenses) | 2021-12-31 | $11,412 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $127,320 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $115,908 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $393,266 |
| Value of corrective distributions | 2021-12-31 | $40,971 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $31,236 |
| 2020 : KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $28,794 |
| Total plan liabilities at beginning of year | 2020-12-31 | $31,848 |
| Total income from all sources | 2020-12-31 | $591,102 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $452,621 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $250,634 |
| Total plan assets at end of year | 2020-12-31 | $144,702 |
| Total plan assets at beginning of year | 2020-12-31 | $9,275 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $104,711 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $168,696 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $256 |
| Net income (gross income less expenses) | 2020-12-31 | $138,481 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $115,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-22,573 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $486,135 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $33,291 |
| 2019 : KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $31,848 |
| Total plan liabilities at beginning of year | 2019-12-31 | $29,574 |
| Total income from all sources | 2019-12-31 | $624,745 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $721,105 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $403,194 |
| Total plan assets at end of year | 2019-12-31 | $9,275 |
| Total plan assets at beginning of year | 2019-12-31 | $103,361 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $132,988 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $235,113 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $5,658 |
| Other income received | 2019-12-31 | $262 |
| Net income (gross income less expenses) | 2019-12-31 | $-96,360 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-22,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $73,787 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $485,837 |
| Value of corrective distributions | 2019-12-31 | $50,816 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $31,982 |
| 2018 : KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $29,574 |
| Total income from all sources | 2018-12-31 | $560,014 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $486,227 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $260,682 |
| Total plan assets at end of year | 2018-12-31 | $103,361 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $92,944 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $190,853 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $3,591 |
| Other income received | 2018-12-31 | $191 |
| Net income (gross income less expenses) | 2018-12-31 | $73,787 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $73,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $463,288 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $34,692 |
| 2022: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: KALBAUGH, PFUND & MESSERSMITH, P.C. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | 203169 |
| Policy instance | 1 |
| Insurance contract or identification number | 203169 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $169,652 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500343 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500343 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $147,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500343 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500343 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $158,067 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 60 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $148,399 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 68 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $149,303 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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