?>
Plan Name | KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KEARNEY & COMPANY, P.C. |
Employer identification number (EIN): | 541603527 |
NAIC Classification: | 541519 |
NAIC Description: | Other Computer Related Services |
Additional information about KEARNEY & COMPANY, P.C.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1991-09-25 |
Company Identification Number: | 0381646 |
Legal Registered Office Address: |
1701 DUKE ST SUITE 500 ALEXANDRIA United States of America (USA) 22314 |
More information about KEARNEY & COMPANY, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ERIN OGBURN | |||
001 | 2016-01-01 | ERIN OGBURN | |||
001 | 2015-01-01 | GREG SIZELOVE | BRIAN KEARNEY | 2016-10-11 | |
001 | 2015-01-01 | GREG SIZELOVE | |||
001 | 2014-01-01 | GREG SIZELOVE | BRIAN KEARNEY | 2015-09-29 | |
001 | 2014-01-01 | 2015-09-29 | |||
001 | 2013-01-01 | GREG SIZELOVE | BRIAN KEARNEY | 2014-09-19 | |
001 | 2012-01-01 | GREG SIZELOVE | BRIAN KEARNEY | 2013-10-07 | |
001 | 2011-01-01 | GREG SIZELOVE | |||
001 | 2009-01-01 | GREG SIZELOVE | |||
001 | 2008-01-01 | GREG SIZELOVE | |||
001 | 2008-01-01 | GREG SIZELOVE | |||
001 | 2007-01-01 | GREG SIZELOVE |
Measure | Date | Value |
---|---|---|
2022: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 956 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 813 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 223 |
Total of all active and inactive participants | 2022-01-01 | 1,038 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,038 |
Number of participants with account balances | 2022-01-01 | 875 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 49 |
2021: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 880 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 750 |
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 | 197 |
Total of all active and inactive participants | 2021-01-01 | 947 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 947 |
Number of participants with account balances | 2021-01-01 | 816 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 29 |
2020: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 832 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 697 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 166 |
Total of all active and inactive participants | 2020-01-01 | 864 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 864 |
Number of participants with account balances | 2020-01-01 | 738 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 29 |
2019: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 805 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 674 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 158 |
Total of all active and inactive participants | 2019-01-01 | 833 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 833 |
Number of participants with account balances | 2019-01-01 | 687 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 36 |
2018: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 765 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 661 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 142 |
Total of all active and inactive participants | 2018-01-01 | 803 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 803 |
Number of participants with account balances | 2018-01-01 | 672 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 35 |
2017: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 691 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 611 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 129 |
Total of all active and inactive participants | 2017-01-01 | 741 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 741 |
Number of participants with account balances | 2017-01-01 | 597 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 29 |
2016: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 643 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 568 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 109 |
Total of all active and inactive participants | 2016-01-01 | 677 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 677 |
Number of participants with account balances | 2016-01-01 | 504 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 21 |
2015: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 529 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 516 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 110 |
Total of all active and inactive participants | 2015-01-01 | 626 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 626 |
Number of participants with account balances | 2015-01-01 | 444 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 24 |
2014: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 488 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 402 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 102 |
Total of all active and inactive participants | 2014-01-01 | 504 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 504 |
Number of participants with account balances | 2014-01-01 | 397 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 22 |
2013: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 445 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 375 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 81 |
Total of all active and inactive participants | 2013-01-01 | 456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 456 |
Number of participants with account balances | 2013-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 20 |
2012: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 379 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 66 |
Total of all active and inactive participants | 2012-01-01 | 445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 445 |
Number of participants with account balances | 2012-01-01 | 363 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 18 |
2011: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 430 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 342 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 52 |
Total of all active and inactive participants | 2011-01-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 394 |
Number of participants with account balances | 2011-01-01 | 317 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2009: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 365 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 24 |
Total of all active and inactive participants | 2009-01-01 | 389 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 389 |
Number of participants with account balances | 2009-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
2008: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 346 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 12 |
Total of all active and inactive participants | 2008-01-01 | 358 |
Total participants | 2008-01-01 | 358 |
Number of participants with account balances | 2008-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 46 |
2007: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 199 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 9 |
Total of all active and inactive participants | 2007-01-01 | 208 |
Total participants | 2007-01-01 | 208 |
Number of participants with account balances | 2007-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 14 |
Measure | Date | Value |
---|---|---|
2022 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,107,840 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,285,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,245,649 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $9,008 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,105,392 |
Value of total assets at end of year | 2022-12-31 | $73,101,080 |
Value of total assets at beginning of year | 2022-12-31 | $84,494,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $31,054 |
Total interest from all sources | 2022-12-31 | $33,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,725,956 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,725,956 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,807,849 |
Participant contributions at end of year | 2022-12-31 | $760,093 |
Participant contributions at beginning of year | 2022-12-31 | $649,583 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,866,590 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,805,986 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $563,525 |
Administrative expenses (other) incurred | 2022-12-31 | $23,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-11,393,551 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $73,101,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $84,494,631 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $68,474,397 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $81,039,062 |
Interest on participant loans | 2022-12-31 | $33,937 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-19,052,497 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $79,372 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,734,018 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,245,649 |
Contract administrator fees | 2022-12-31 | $7,125 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2022-12-31 | 521711839 |
2021 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 |
Total income from all sources (including contributions) | 2021-12-31 | $21,028,359 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,828,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,710,484 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $5,641 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,786,446 |
Value of total assets at end of year | 2021-12-31 | $84,494,631 |
Value of total assets at beginning of year | 2021-12-31 | $68,294,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $112,518 |
Total interest from all sources | 2021-12-31 | $33,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,651,914 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,651,914 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $6,628,125 |
Participant contributions at end of year | 2021-12-31 | $649,583 |
Participant contributions at beginning of year | 2021-12-31 | $539,909 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,805,986 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,454,026 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $595,666 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $87,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $16,199,716 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $84,494,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $68,294,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $81,039,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $64,300,980 |
Interest on participant loans | 2021-12-31 | $33,929 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,494,489 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $61,581 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,562,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,710,484 |
Contract administrator fees | 2021-12-31 | $24,848 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2021-12-31 | 521711839 |
2020 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 |
Total income from all sources (including contributions) | 2020-12-31 | $16,251,978 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,377,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,247,937 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $51,260 |
Value of total corrective distributions | 2020-12-31 | $1,636 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,500,758 |
Value of total assets at end of year | 2020-12-31 | $68,294,915 |
Value of total assets at beginning of year | 2020-12-31 | $55,419,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $76,226 |
Total interest from all sources | 2020-12-31 | $35,453 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,716,185 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,716,185 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $5,551,515 |
Participant contributions at end of year | 2020-12-31 | $539,909 |
Participant contributions at beginning of year | 2020-12-31 | $636,150 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,454,026 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $650,754 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $107,647 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $76,226 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,874,919 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $68,294,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $55,419,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $64,300,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $44,226,485 |
Interest on participant loans | 2020-12-31 | $35,453 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $10,557,361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,504,873 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $-1,505,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,298,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,140,290 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2020-12-31 | 521711839 |
2019 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $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 |
Total income from all sources (including contributions) | 2019-12-31 | $17,730,311 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,552,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,477,739 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $36,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,058,235 |
Value of total assets at end of year | 2019-12-31 | $55,419,996 |
Value of total assets at beginning of year | 2019-12-31 | $41,241,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $37,650 |
Total interest from all sources | 2019-12-31 | $34,791 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,421,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,421,499 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,120,178 |
Participant contributions at end of year | 2019-12-31 | $636,150 |
Participant contributions at beginning of year | 2019-12-31 | $556,384 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $660,473 |
Other income not declared elsewhere | 2019-12-31 | $53,474 |
Administrative expenses (other) incurred | 2019-12-31 | $37,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,178,067 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $55,419,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $41,241,929 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $44,226,485 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $32,935,588 |
Interest on participant loans | 2019-12-31 | $34,791 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,557,361 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,749,957 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,266,263 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,896,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,277,584 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,477,739 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2019-12-31 | 521711839 |
2018 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 |
Total income from all sources (including contributions) | 2018-12-31 | $3,908,136 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,567,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,519,474 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,728,029 |
Value of total assets at end of year | 2018-12-31 | $41,241,929 |
Value of total assets at beginning of year | 2018-12-31 | $39,900,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $45,990 |
Total interest from all sources | 2018-12-31 | $26,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,921,258 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,921,258 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,721,938 |
Participant contributions at end of year | 2018-12-31 | $556,384 |
Participant contributions at beginning of year | 2018-12-31 | $394,114 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $957,669 |
Other income not declared elsewhere | 2018-12-31 | $121,596 |
Administrative expenses (other) incurred | 2018-12-31 | $45,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,340,959 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $41,241,929 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $39,900,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $32,935,588 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $31,935,339 |
Interest on participant loans | 2018-12-31 | $26,164 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $7,749,957 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $7,571,517 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,634,020 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-254,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,048,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,519,474 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2018-12-31 | 521711839 |
2017 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 |
Total income from all sources (including contributions) | 2017-12-31 | $11,014,263 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,870,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,804,082 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $14,703 |
Value of total corrective distributions | 2017-12-31 | $12,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,259,666 |
Value of total assets at end of year | 2017-12-31 | $39,900,970 |
Value of total assets at beginning of year | 2017-12-31 | $30,757,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,868 |
Total interest from all sources | 2017-12-31 | $14,348 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,524,075 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,524,075 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,960,108 |
Participant contributions at end of year | 2017-12-31 | $394,114 |
Participant contributions at beginning of year | 2017-12-31 | $291,196 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $388,164 |
Other income not declared elsewhere | 2017-12-31 | $39,413 |
Administrative expenses (other) incurred | 2017-12-31 | $39,868 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,143,576 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $39,900,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,757,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $31,935,339 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $24,259,402 |
Interest on participant loans | 2017-12-31 | $14,348 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $7,571,517 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,206,796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,177,663 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $999,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $911,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,804,082 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2017-12-31 | 521711839 |
2016 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 |
Total income from all sources (including contributions) | 2016-12-31 | $6,525,431 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,544,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,504,709 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,562 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,180,936 |
Value of total assets at end of year | 2016-12-31 | $30,757,394 |
Value of total assets at beginning of year | 2016-12-31 | $26,776,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $36,424 |
Total interest from all sources | 2016-12-31 | $13,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $959,471 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $959,471 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,308,336 |
Participant contributions at end of year | 2016-12-31 | $291,196 |
Participant contributions at beginning of year | 2016-12-31 | $367,190 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $159,794 |
Other income not declared elsewhere | 2016-12-31 | $43,468 |
Administrative expenses (other) incurred | 2016-12-31 | $36,424 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,980,736 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $30,757,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $26,776,658 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $24,259,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,008,114 |
Interest on participant loans | 2016-12-31 | $13,888 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,206,796 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $5,401,354 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $910,408 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $417,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $712,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,504,709 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2016-12-31 | 521711839 |
2015 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $3,646,055 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $764,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $723,754 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $6,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,799,927 |
Value of total assets at end of year | 2015-12-31 | $26,776,658 |
Value of total assets at beginning of year | 2015-12-31 | $23,895,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $34,174 |
Total interest from all sources | 2015-12-31 | $13,875 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,444,017 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,444,017 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,778,802 |
Participant contributions at end of year | 2015-12-31 | $367,190 |
Participant contributions at beginning of year | 2015-12-31 | $310,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $378,217 |
Other income not declared elsewhere | 2015-12-31 | $34,037 |
Administrative expenses (other) incurred | 2015-12-31 | $34,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,881,593 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $26,776,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $23,895,065 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,008,114 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,824,478 |
Interest on participant loans | 2015-12-31 | $13,875 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $5,401,354 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,760,423 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,690,068 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $44,267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $642,908 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $723,754 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2015-12-31 | 521711839 |
2014 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 | $4,897,618 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,988,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,961,307 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $12,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,364,475 |
Value of total assets at end of year | 2014-12-31 | $23,895,065 |
Value of total assets at beginning of year | 2014-12-31 | $20,986,140 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,299 |
Total interest from all sources | 2014-12-31 | $13,401 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,500,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,500,496 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,524,336 |
Participant contributions at end of year | 2014-12-31 | $310,164 |
Participant contributions at beginning of year | 2014-12-31 | $303,035 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $131,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $194,854 |
Other income not declared elsewhere | 2014-12-31 | $21,432 |
Administrative expenses (other) incurred | 2014-12-31 | $15,299 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,908,925 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $23,895,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,986,140 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $18,824,478 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,234,327 |
Interest on participant loans | 2014-12-31 | $13,401 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,760,423 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,317,727 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-382,094 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $379,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $645,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,961,307 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2014-12-31 | 521711839 |
2013 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $6,851,209 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,083,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,075,280 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,142,820 |
Value of total assets at end of year | 2013-12-31 | $20,986,140 |
Value of total assets at beginning of year | 2013-12-31 | $15,217,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,539 |
Total interest from all sources | 2013-12-31 | $10,140 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,075,047 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,075,047 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,379,957 |
Participant contributions at end of year | 2013-12-31 | $303,035 |
Participant contributions at beginning of year | 2013-12-31 | $284,276 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $131,051 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $109,372 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $87,121 |
Other income not declared elsewhere | 2013-12-31 | $17,493 |
Administrative expenses (other) incurred | 2013-12-31 | $7,539 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,768,185 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,986,140 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,217,955 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,234,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,506,518 |
Interest on participant loans | 2013-12-31 | $10,140 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,317,727 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,317,789 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,003,520 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $602,189 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $675,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,075,280 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2013-12-31 | 521711839 |
2012 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $3,915,590 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $721,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $716,686 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,306,937 |
Value of total assets at end of year | 2012-12-31 | $15,217,955 |
Value of total assets at beginning of year | 2012-12-31 | $12,024,128 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,871 |
Total interest from all sources | 2012-12-31 | $11,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $369,165 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $369,165 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,256,025 |
Participant contributions at end of year | 2012-12-31 | $284,276 |
Participant contributions at beginning of year | 2012-12-31 | $245,273 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $109,372 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $27,229 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $49,672 |
Other income not declared elsewhere | 2012-12-31 | $5,446 |
Administrative expenses (other) incurred | 2012-12-31 | $4,871 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,193,827 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,217,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,024,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,506,518 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,999,613 |
Interest on participant loans | 2012-12-31 | $11,262 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,317,789 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,752,013 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,014,006 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $208,774 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $716,686 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2012-12-31 | 521711839 |
2011 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $2,265,591 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $327,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $249,566 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $4,616 |
Value of total corrective distributions | 2011-12-31 | $70,885 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,572,932 |
Value of total assets at end of year | 2011-12-31 | $12,024,128 |
Value of total assets at beginning of year | 2011-12-31 | $10,085,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,128 |
Total interest from all sources | 2011-12-31 | $7,770 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $140,562 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $140,562 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,814,205 |
Participant contributions at end of year | 2011-12-31 | $245,273 |
Participant contributions at beginning of year | 2011-12-31 | $122,064 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $27,229 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $43,369 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $183,246 |
Other income not declared elsewhere | 2011-12-31 | $-16,140 |
Administrative expenses (other) incurred | 2011-12-31 | $2,128 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,938,396 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,024,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,085,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,999,613 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,865,344 |
Interest on participant loans | 2011-12-31 | $7,770 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,752,013 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,054,955 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-475,819 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $36,286 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $575,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $249,566 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2011-12-31 | 521711839 |
2010 : KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $3,325,860 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $307,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $133,653 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,366 |
Value of total corrective distributions | 2010-12-31 | $170,720 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,175,295 |
Value of total assets at end of year | 2010-12-31 | $10,085,732 |
Value of total assets at beginning of year | 2010-12-31 | $7,067,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,725 |
Total interest from all sources | 2010-12-31 | $2,590 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $80,849 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $80,849 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,636,459 |
Participant contributions at end of year | 2010-12-31 | $122,064 |
Participant contributions at beginning of year | 2010-12-31 | $42,919 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $43,369 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $23,490 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $66,721 |
Other income not declared elsewhere | 2010-12-31 | $7,781 |
Administrative expenses (other) incurred | 2010-12-31 | $1,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,018,396 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,085,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,067,336 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,865,344 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,290,173 |
Interest on participant loans | 2010-12-31 | $2,590 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,054,955 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,627,999 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $917,945 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $141,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $472,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $133,653 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $82,755 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | COUNCILOR BUCHANAN AND MITCHELL |
Accountancy firm EIN | 2010-12-31 | 521711839 |
2009 : KEARNEY & CO AND E.F. KEARNEY LTD 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 securities | 2009-12-31 | $0 |
2022: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING 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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | First time form 5500 has been submitted | Yes |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Insurance | Yes |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement – Insurance | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |