401k Plan data: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN plan

KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 401k Plan overview

Plan Name	KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN
Plan identification number	001

KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KESNER, KESNER & BRAMBLE, PLLC has sponsored the creation of one or more 401k plans.

Company Name: KESNER, KESNER & BRAMBLE, PLLC

Employer identification number (EIN): 550746605

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 NICKI BURGESS 2021-09-13
001 2019-01-01 NICKI BURGESS 2020-07-09
001 2018-01-01 NICKI BURGESS 2019-07-05
001 2017-01-01 NICKI BURGESS 2018-07-25
001 2016-01-01 RALPH JONES 2017-07-28
001 2015-01-01 RALPH JONES 2016-08-22
001 2014-01-01 RALPH JONES 2015-08-05
001 2013-01-01 RALPH JONES 2014-06-20
001 2012-01-01 RALPH JONES
001 2011-01-01 RALPH JONES
001 2009-01-01 RALPH L. JONES DANIEL W. GREEAR 2010-07-30

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	NICKI BURGESS	2021-09-13
001	2019-01-01	NICKI BURGESS	2020-07-09
001	2018-01-01	NICKI BURGESS	2019-07-05
001	2017-01-01	NICKI BURGESS	2018-07-25
001	2016-01-01	RALPH JONES	2017-07-28
001	2015-01-01	RALPH JONES	2016-08-22
001	2014-01-01	RALPH JONES	2015-08-05
001	2013-01-01	RALPH JONES	2014-06-20
001	2012-01-01	RALPH JONES
001	2011-01-01	RALPH JONES
001	2009-01-01	RALPH L. JONES		DANIEL W. GREEAR	2010-07-30

Plan Statistics for KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN

401k plan membership statisitcs for KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN

Measure Date Value
2022: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
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 3
Total of all active and inactive participants 2021-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 15
Number of participants with account balances 2021-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2012: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
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 5
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 6
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
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 6
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
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	3
Total of all active and inactive participants	2021-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	15
Number of participants with account balances	2021-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2012: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
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	5
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	6
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
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	6
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN

Measure	Date	Value
2022 : KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,073,012
Expenses. Total of all expenses incurred	2022-12-31	$68,506
Benefits paid (including direct rollovers)	2022-12-31	$44,140
Total plan assets at end of year	2022-12-31	$4,312,205
Total plan assets at beginning of year	2022-12-31	$5,453,723
Value of fidelity bond covering the plan	2022-12-31	$475,000
Total contributions received or receivable from participants	2022-12-31	$74,078
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,174,837
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,141,518
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,312,205
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,453,723
Assets. Value of participant loans	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$27,747
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$24,366
2021 : KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$844,532
Expenses. Total of all expenses incurred	2021-12-31	$140,430
Benefits paid (including direct rollovers)	2021-12-31	$119,967
Total plan assets at end of year	2021-12-31	$5,453,723
Total plan assets at beginning of year	2021-12-31	$4,749,621
Value of fidelity bond covering the plan	2021-12-31	$350,000
Total contributions received or receivable from participants	2021-12-31	$86,958
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$728,307
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$704,102
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,453,723
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,749,621
Assets. Value of participant loans	2021-12-31	$449
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$29,267
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20,463
2012 : KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$504,241
Expenses. Total of all expenses incurred	2012-12-31	$349,282
Benefits paid (including direct rollovers)	2012-12-31	$329,073
Total plan assets at end of year	2012-12-31	$2,920,010
Total plan assets at beginning of year	2012-12-31	$2,765,051
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$122,343
Other income received	2012-12-31	$346,007
Net income (gross income less expenses)	2012-12-31	$154,959
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,920,010
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,765,051
Assets. Value of participant loans	2012-12-31	$70,133
Total contributions received or receivable from employer(s)	2012-12-31	$35,891
Value of corrective distributions	2012-12-31	$3,370
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,839
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$105,654
Expenses. Total of all expenses incurred	2011-12-31	$66,708
Benefits paid (including direct rollovers)	2011-12-31	$52,078
Total plan assets at end of year	2011-12-31	$2,765,051
Total plan assets at beginning of year	2011-12-31	$2,726,105
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$182,060
Other income received	2011-12-31	$-225,252
Net income (gross income less expenses)	2011-12-31	$38,946
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,765,051
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,726,105
Assets. Value of participant loans	2011-12-31	$132,710
Total contributions received or receivable from employer(s)	2011-12-31	$148,846
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$601,276
Expenses. Total of all expenses incurred	2010-12-31	$12,494
Benefits paid (including direct rollovers)	2010-12-31	$12,222
Total plan assets at end of year	2010-12-31	$2,726,105
Total plan assets at beginning of year	2010-12-31	$2,137,323
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$129,846
Expenses. Other expenses not covered elsewhere	2010-12-31	$272
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$375,618
Net income (gross income less expenses)	2010-12-31	$588,782
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,726,105
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,137,323
Assets. Value of participant loans	2010-12-31	$58,787
Total contributions received or receivable from employer(s)	2010-12-31	$95,812
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN

2022: KESNER, KESNER & BRAMBLE, PLLC 401(K) 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: KESNER, KESNER & BRAMBLE, PLLC 401(K) 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
2012: KESNER, KESNER & BRAMBLE, PLLC 401(K) 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: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KESNER, KESNER & BRAMBLE, PLLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-800006

Policy instance

Insurance contract or identification number	GA-800006
Number of Individuals Covered	27
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,411
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,411
Insurance broker organization code?	3
Insurance broker name	CHASE INSURANCE AGENCY INC

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Company Name:	KESNER, KESNER & BRAMBLE, PLLC
Employer identification number (EIN):	550746605
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers