?>
Logo

KENNETH S. NUGENT, P.C. 401(K) PLAN 401k Plan overview

Plan NameKENNETH S. NUGENT, P.C. 401(K) PLAN
Plan identification number 001

KENNETH S. NUGENT, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

KENNETH S. NUGENT, P.C. has sponsored the creation of one or more 401k plans.

Company Name:KENNETH S. NUGENT, P.C.
Employer identification number (EIN):581880562
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about KENNETH S. NUGENT, P.C.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1990-02-02
Company Identification Number: 795094
Legal Registered Office Address: 4227 Pleasant Hill Road
Suite 300
Duluth
United States of America (USA)
30096

More information about KENNETH S. NUGENT, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH S. NUGENT, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KENNETH S. NUGENT
0012017-01-01KENNETH S. NUGENT
0012016-01-01KENNETH S. NUGENT
0012015-01-01KENNETH S. NUGENT
0012014-01-01KENNETH S. NUGENT
0012013-01-01KENNETH S. NUGENT
0012012-01-01KENNETH S. NUGENT
0012011-01-01KENNETH S. NUGENT
0012010-01-01KENNETH S. NUGENT KENNETH S. NUGENT2011-09-13
0012009-01-01KENNETH S. NUGENT KENNETH S. NUGENT2010-10-14

Plan Statistics for KENNETH S. NUGENT, P.C. 401(K) PLAN

401k plan membership statisitcs for KENNETH S. NUGENT, P.C. 401(K) PLAN

Measure Date Value
2022: KENNETH S. NUGENT, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01273
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01286
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: KENNETH S. NUGENT, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01258
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01268
Number of participants with account balances2021-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: KENNETH S. NUGENT, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01253
Number of participants with account balances2020-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: KENNETH S. NUGENT, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01233
Number of participants with account balances2019-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: KENNETH S. NUGENT, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01223
Number of participants with account balances2018-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: KENNETH S. NUGENT, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01213
Number of participants with account balances2017-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: KENNETH S. NUGENT, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01193
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: KENNETH S. NUGENT, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01185
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01179
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: KENNETH S. NUGENT, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01214
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01183
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: KENNETH S. NUGENT, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01211
Number of participants with account balances2013-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: KENNETH S. NUGENT, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: KENNETH S. NUGENT, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: KENNETH S. NUGENT, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01192
Total number of active participants reported on line 7a of the Form 55002010-01-01162
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01202
Number of participants with account balances2010-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: KENNETH S. NUGENT, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01153
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01188
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on KENNETH S. NUGENT, P.C. 401(K) PLAN

Measure Date Value
2022 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,980,967
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,414,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,327,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,462,101
Value of total assets at end of year2022-12-31$17,733,595
Value of total assets at beginning of year2022-12-31$21,129,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,440
Total interest from all sources2022-12-31$12,459
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,236,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,236,917
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,264,178
Participant contributions at end of year2022-12-31$203,289
Participant contributions at beginning of year2022-12-31$193,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,395,869
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,733,595
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,129,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$78,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,783,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,827,259
Interest on participant loans2022-12-31$12,459
Value of interest in common/collective trusts at end of year2022-12-31$746,600
Value of interest in common/collective trusts at beginning of year2022-12-31$1,108,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,704,304
Net investment gain or loss from common/collective trusts2022-12-31$11,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$197,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,327,462
Contract administrator fees2022-12-31$8,788
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2022-12-31581264232
2021 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,043,679
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$854,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$758,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,281,348
Value of total assets at end of year2021-12-31$21,129,464
Value of total assets at beginning of year2021-12-31$17,940,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,998
Total interest from all sources2021-12-31$9,623
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,710,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,710,674
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,081,786
Participant contributions at end of year2021-12-31$193,545
Participant contributions at beginning of year2021-12-31$224,443
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,189,079
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,129,464
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,940,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,827,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,591,840
Interest on participant loans2021-12-31$9,623
Value of interest in common/collective trusts at end of year2021-12-31$1,108,660
Value of interest in common/collective trusts at beginning of year2021-12-31$1,124,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,028,360
Net investment gain or loss from common/collective trusts2021-12-31$13,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$192,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$758,602
Contract administrator fees2021-12-31$41,195
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2021-12-31581264232
2020 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,485,699
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,250,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,173,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,234,325
Value of total assets at end of year2020-12-31$17,940,385
Value of total assets at beginning of year2020-12-31$15,704,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,022
Total interest from all sources2020-12-31$12,590
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$697,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$697,577
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,035,416
Participant contributions at end of year2020-12-31$224,443
Participant contributions at beginning of year2020-12-31$268,439
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,235,522
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,940,385
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,704,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$64,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,591,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,350,705
Interest on participant loans2020-12-31$12,590
Value of interest in common/collective trusts at end of year2020-12-31$1,124,102
Value of interest in common/collective trusts at beginning of year2020-12-31$1,085,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,523,712
Net investment gain or loss from common/collective trusts2020-12-31$17,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$194,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,173,155
Contract administrator fees2020-12-31$12,405
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2020-12-31581264232
2019 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$4,099,920
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$199,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$120,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,210,396
Value of total assets at end of year2019-12-31$15,704,863
Value of total assets at beginning of year2019-12-31$11,804,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,788
Total interest from all sources2019-12-31$11,532
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$736,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$736,170
Administrative expenses professional fees incurred2019-12-31$1,197
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,034,980
Participant contributions at end of year2019-12-31$268,439
Participant contributions at beginning of year2019-12-31$241,298
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,900,225
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,704,863
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,804,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$54,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,350,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,497,444
Interest on participant loans2019-12-31$11,532
Value of interest in common/collective trusts at end of year2019-12-31$1,085,719
Value of interest in common/collective trusts at beginning of year2019-12-31$1,065,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,123,732
Net investment gain or loss from common/collective trusts2019-12-31$18,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$174,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$120,907
Contract administrator fees2019-12-31$22,866
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2019-12-31581264232
2018 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$381,010
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$860,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$785,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,152,020
Value of total assets at end of year2018-12-31$11,804,638
Value of total assets at beginning of year2018-12-31$12,284,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,380
Total interest from all sources2018-12-31$11,655
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$763,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$763,137
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$965,647
Participant contributions at end of year2018-12-31$241,298
Participant contributions at beginning of year2018-12-31$233,345
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,592
Other income not declared elsewhere2018-12-31$31,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-479,714
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,804,638
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,284,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$66,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,497,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,036,841
Interest on participant loans2018-12-31$11,655
Value of interest in common/collective trusts at end of year2018-12-31$1,065,896
Value of interest in common/collective trusts at beginning of year2018-12-31$1,014,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,591,534
Net investment gain or loss from common/collective trusts2018-12-31$14,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$168,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$785,344
Contract administrator fees2018-12-31$8,656
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2018-12-31581264232
2017 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,772,752
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$481,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$410,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,022,419
Value of total assets at end of year2017-12-31$12,284,352
Value of total assets at beginning of year2017-12-31$9,993,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,176
Total interest from all sources2017-12-31$11,005
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$590,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$590,529
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$862,632
Participant contributions at end of year2017-12-31$233,345
Participant contributions at beginning of year2017-12-31$278,221
Other income not declared elsewhere2017-12-31$26,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,291,233
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,284,352
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,993,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$62,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,036,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,769,422
Interest on participant loans2017-12-31$11,005
Value of interest in common/collective trusts at end of year2017-12-31$1,014,166
Value of interest in common/collective trusts at beginning of year2017-12-31$945,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,110,462
Net investment gain or loss from common/collective trusts2017-12-31$11,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$159,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$410,343
Contract administrator fees2017-12-31$8,897
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2017-12-31581264232
2016 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,613,669
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$130,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$66,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$938,824
Value of total assets at end of year2016-12-31$9,993,119
Value of total assets at beginning of year2016-12-31$8,509,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,792
Total interest from all sources2016-12-31$9,927
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$280,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$280,886
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$787,823
Participant contributions at end of year2016-12-31$278,221
Participant contributions at beginning of year2016-12-31$199,171
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,257
Other income not declared elsewhere2016-12-31$23,197
Administrative expenses (other) incurred2016-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,483,590
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,993,119
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,509,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$53,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,769,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,394,570
Interest on participant loans2016-12-31$9,927
Value of interest in common/collective trusts at end of year2016-12-31$945,476
Value of interest in common/collective trusts at beginning of year2016-12-31$915,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$352,541
Net investment gain or loss from common/collective trusts2016-12-31$8,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$136,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$66,287
Contract administrator fees2016-12-31$9,863
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2016-12-31581264232
2015 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$919,974
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$394,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$321,171
Value of total corrective distributions2015-12-31$11,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,035,426
Value of total assets at end of year2015-12-31$8,509,529
Value of total assets at beginning of year2015-12-31$7,984,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,135
Total interest from all sources2015-12-31$8,604
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$468,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$468,441
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$810,065
Participant contributions at end of year2015-12-31$199,171
Participant contributions at beginning of year2015-12-31$179,764
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$93,089
Other income not declared elsewhere2015-12-31$19,934
Administrative expenses (other) incurred2015-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$525,239
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,509,529
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,984,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$48,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,394,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,063,703
Interest on participant loans2015-12-31$8,604
Value of interest in common/collective trusts at end of year2015-12-31$915,788
Value of interest in common/collective trusts at beginning of year2015-12-31$740,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-619,150
Net investment gain or loss from common/collective trusts2015-12-31$6,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$132,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$321,171
Contract administrator fees2015-12-31$13,365
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2015-12-31581264232
2014 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,247,395
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$764,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$686,068
Value of total corrective distributions2014-12-31$19,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$890,603
Value of total assets at end of year2014-12-31$7,984,290
Value of total assets at beginning of year2014-12-31$7,500,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,994
Total interest from all sources2014-12-31$5,900
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$596,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$596,133
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$731,568
Participant contributions at end of year2014-12-31$179,764
Participant contributions at beginning of year2014-12-31$96,078
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$25,420
Other income not declared elsewhere2014-12-31$18,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$483,376
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,984,290
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,500,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$44,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,063,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,658,079
Interest on participant loans2014-12-31$5,900
Value of interest in common/collective trusts at end of year2014-12-31$740,823
Value of interest in common/collective trusts at beginning of year2014-12-31$746,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-269,018
Net investment gain or loss from common/collective trusts2014-12-31$5,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$133,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$686,068
Contract administrator fees2014-12-31$13,203
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2014-12-31581264232
2013 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,112,975
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$506,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$419,335
Value of total corrective distributions2013-12-31$35,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$934,555
Value of total assets at end of year2013-12-31$7,500,914
Value of total assets at beginning of year2013-12-31$5,893,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,875
Total interest from all sources2013-12-31$3,448
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$384,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$384,023
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$728,803
Participant contributions at end of year2013-12-31$96,078
Participant contributions at beginning of year2013-12-31$50,590
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,495
Other income not declared elsewhere2013-12-31$16,313
Administrative expenses (other) incurred2013-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,606,961
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,500,914
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,893,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$37,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,658,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,067,723
Interest on participant loans2013-12-31$3,448
Value of interest in common/collective trusts at end of year2013-12-31$746,757
Value of interest in common/collective trusts at beginning of year2013-12-31$775,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$768,299
Net investment gain or loss from common/collective trusts2013-12-31$6,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$132,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$419,335
Contract administrator fees2013-12-31$13,198
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2013-12-31581264232
2012 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,468,078
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$328,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$271,594
Value of total corrective distributions2012-12-31$13,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$878,640
Value of total assets at end of year2012-12-31$5,893,953
Value of total assets at beginning of year2012-12-31$4,754,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,739
Total interest from all sources2012-12-31$2,304
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$180,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$180,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$750,818
Participant contributions at end of year2012-12-31$50,590
Participant contributions at beginning of year2012-12-31$59,339
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,139,113
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,893,953
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,754,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$31,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,067,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,997,899
Interest on participant loans2012-12-31$2,304
Value of interest in common/collective trusts at end of year2012-12-31$775,640
Value of interest in common/collective trusts at beginning of year2012-12-31$697,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$385,530
Net investment gain or loss from common/collective trusts2012-12-31$21,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$122,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$271,594
Contract administrator fees2012-12-31$12,181
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2012-12-31581264232
2011 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$636,689
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$166,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$85,047
Value of total corrective distributions2011-12-31$36,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$744,916
Value of total assets at end of year2011-12-31$4,754,840
Value of total assets at beginning of year2011-12-31$4,284,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,482
Total interest from all sources2011-12-31$2,863
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$137,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$137,143
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$634,642
Participant contributions at end of year2011-12-31$59,339
Participant contributions at beginning of year2011-12-31$74,105
Administrative expenses (other) incurred2011-12-31$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$470,221
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,754,840
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,284,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$33,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,997,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,564,438
Interest on participant loans2011-12-31$2,863
Value of interest in common/collective trusts at end of year2011-12-31$697,602
Value of interest in common/collective trusts at beginning of year2011-12-31$646,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-271,666
Net investment gain or loss from common/collective trusts2011-12-31$23,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$110,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$85,047
Contract administrator fees2011-12-31$10,859
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2011-12-31581264232
2010 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,165,458
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$76,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$33,021
Value of total corrective distributions2010-12-31$5,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$707,069
Value of total assets at end of year2010-12-31$4,284,619
Value of total assets at beginning of year2010-12-31$3,195,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,707
Total interest from all sources2010-12-31$2,175
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$80,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$80,217
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$612,520
Participant contributions at end of year2010-12-31$74,105
Participant contributions at beginning of year2010-12-31$25,846
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,088,908
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,284,619
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,195,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$28,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,564,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,677,503
Interest on participant loans2010-12-31$2,175
Value of interest in common/collective trusts at end of year2010-12-31$646,076
Value of interest in common/collective trusts at beginning of year2010-12-31$492,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$354,909
Net investment gain or loss from common/collective trusts2010-12-31$21,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$93,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$33,021
Contract administrator fees2010-12-31$9,694
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCMULLAN & COMPANY, CPA
Accountancy firm EIN2010-12-31581264232
2009 : KENNETH S. NUGENT, P.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KENNETH S. NUGENT, P.C. 401(K) PLAN

2022: KENNETH S. NUGENT, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENNETH S. NUGENT, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENNETH S. NUGENT, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENNETH S. NUGENT, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNETH S. NUGENT, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENNETH S. NUGENT, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENNETH S. NUGENT, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KENNETH S. NUGENT, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNETH S. NUGENT, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNETH S. NUGENT, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENNETH S. NUGENT, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNETH S. NUGENT, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENNETH S. NUGENT, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KENNETH S. NUGENT, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3