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KPM HERKULES GROUP 401(K) PLAN 401k Plan overview

Plan NameKPM HERKULES GROUP 401(K) PLAN
Plan identification number 001

KPM HERKULES GROUP 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HERKULES USA CORPORATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:HERKULES USA CORPORATION, INC.
Employer identification number (EIN):640717023
NAIC Classification:333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KPM HERKULES GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAKOB SCHEIFFARTH2023-10-02 JAKOB SCHEIFFARTH2023-10-02
0012021-01-01HEIDI CLINGER2022-09-29 JAKOB SCHEIFFARTH2022-09-29
0012020-01-01JAKOB SCHEIFFARTH2021-09-20 JAKOB SCHEIFFARTH2021-09-20
0012019-01-01JAKOB SCHEIFFARTH2020-10-05 JAKOB SCHEIFFARTH2020-10-05
0012018-01-01JACOB SCHEIFFARTH2019-10-03 JACOB SCHEIFFARTH2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MAGGIE HOEFLEIN
0012011-01-01MAGGIE HOEFLEIN
0012009-01-01SUSAN KELLER

Plan Statistics for KPM HERKULES GROUP 401(K) PLAN

401k plan membership statisitcs for KPM HERKULES GROUP 401(K) PLAN

Measure Date Value
2022: KPM HERKULES GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01119
Total number of active participants reported on line 7a of the Form 55002022-01-0197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01123
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: KPM HERKULES GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01148
Total number of active participants reported on line 7a of the Form 55002021-01-0196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01119
Number of participants with account balances2021-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: KPM HERKULES GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01154
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01145
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: KPM HERKULES GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01151
Number of participants with account balances2019-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: KPM HERKULES GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: KPM HERKULES GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: KPM HERKULES GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01178
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: KPM HERKULES GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01186
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: KPM HERKULES GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01142
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: KPM HERKULES GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01156
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01143
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: KPM HERKULES GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01142
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01151
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KPM HERKULES GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: KPM HERKULES GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01159
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01146
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on KPM HERKULES GROUP 401(K) PLAN

Measure Date Value
2022 : KPM HERKULES GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$170
Total income from all sources (including contributions)2022-12-31$-1,586,682
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,149,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,073,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$790,039
Value of total assets at end of year2022-12-31$13,709,673
Value of total assets at beginning of year2022-12-31$16,446,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,579
Total interest from all sources2022-12-31$15,714
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$589,870
Participant contributions at end of year2022-12-31$169,832
Participant contributions at beginning of year2022-12-31$197,188
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$170
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,736,242
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,709,673
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,445,915
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,804,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,411,505
Interest on participant loans2022-12-31$9,191
Interest earned on other investments2022-12-31$6,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$730,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$834,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,392,435
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$193,783
Employer contributions (assets) at end of year2022-12-31$5,391
Employer contributions (assets) at beginning of year2022-12-31$2,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,073,981
Contract administrator fees2022-12-31$75,579
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 name2022-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2022-12-31251622758
2021 : KPM HERKULES GROUP 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$170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,502
Total income from all sources (including contributions)2021-12-31$3,463,282
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,844,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,767,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$814,240
Value of total assets at end of year2021-12-31$16,446,085
Value of total assets at beginning of year2021-12-31$14,828,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,054
Total interest from all sources2021-12-31$16,262
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$560,631
Participant contributions at end of year2021-12-31$197,188
Participant contributions at beginning of year2021-12-31$216,817
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$63,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,502
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,619,209
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,445,915
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,826,706
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,411,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,283,376
Interest on participant loans2021-12-31$10,216
Interest earned on other investments2021-12-31$6,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$834,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$328,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,632,780
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$190,433
Employer contributions (assets) at end of year2021-12-31$2,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,767,019
Contract administrator fees2021-12-31$77,054
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2021-12-31251622758
2020 : KPM HERKULES GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,502
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$2,646,724
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$747,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$680,669
Value of total corrective distributions2020-12-31$733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$741,470
Value of total assets at end of year2020-12-31$14,828,208
Value of total assets at beginning of year2020-12-31$12,927,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,547
Total interest from all sources2020-12-31$12,953
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$548,360
Participant contributions at end of year2020-12-31$216,817
Participant contributions at beginning of year2020-12-31$144,762
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,502
Other income not declared elsewhere2020-12-31$114
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,898,775
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,826,706
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,927,931
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,283,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,481,045
Interest on participant loans2020-12-31$9,676
Interest earned on other investments2020-12-31$3,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$328,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$302,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,892,187
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$193,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$680,669
Contract administrator fees2020-12-31$66,547
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 name2020-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2020-12-31251622758
2019 : KPM HERKULES GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$3,437,126
Total income from all sources (including contributions)2019-12-31$3,437,126
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$797,950
Total of all expenses incurred2019-12-31$797,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$756,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$756,319
Value of total corrective distributions2019-12-31$4,662
Value of total corrective distributions2019-12-31$4,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$858,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$858,536
Value of total assets at end of year2019-12-31$12,927,931
Value of total assets at end of year2019-12-31$12,927,931
Value of total assets at beginning of year2019-12-31$10,288,755
Value of total assets at beginning of year2019-12-31$10,288,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,969
Total interest from all sources2019-12-31$6,747
Total interest from all sources2019-12-31$6,747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$569,093
Contributions received from participants2019-12-31$569,093
Participant contributions at end of year2019-12-31$144,762
Participant contributions at end of year2019-12-31$144,762
Participant contributions at beginning of year2019-12-31$122,114
Participant contributions at beginning of year2019-12-31$122,114
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,617
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,617
Other income not declared elsewhere2019-12-31$3,580
Other income not declared elsewhere2019-12-31$3,580
Administrative expenses (other) incurred2019-12-31$6,448
Administrative expenses (other) incurred2019-12-31$6,448
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
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$2,639,176
Value of net income/loss2019-12-31$2,639,176
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,927,931
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,927,931
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,288,755
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,288,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,481,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,481,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,887,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,887,634
Interest on participant loans2019-12-31$6,747
Interest on participant loans2019-12-31$6,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$302,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$302,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$279,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$279,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,568,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,568,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$206,826
Contributions received in cash from employer2019-12-31$206,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$756,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$756,319
Contract administrator fees2019-12-31$30,521
Contract administrator fees2019-12-31$30,521
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAHER DUESSEL CPAS
Accountancy firm name2019-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2019-12-31251622758
Accountancy firm EIN2019-12-31251622758
2018 : KPM HERKULES GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,298
Total income from all sources (including contributions)2018-12-31$37,113
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,834,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,817,762
Value of total corrective distributions2018-12-31$1,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$801,630
Value of total assets at end of year2018-12-31$10,288,755
Value of total assets at beginning of year2018-12-31$12,088,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,754
Total interest from all sources2018-12-31$5,347
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$533,718
Participant contributions at end of year2018-12-31$122,114
Participant contributions at beginning of year2018-12-31$107,749
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$80,636
Other income not declared elsewhere2018-12-31$3,221
Administrative expenses (other) incurred2018-12-31$10,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,797,459
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,288,755
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,086,214
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$5,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,887,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,655,926
Interest on participant loans2018-12-31$5,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$279,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$324,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-773,085
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$187,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,817,762
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,298
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 name2018-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2018-12-31251622758
2017 : KPM HERKULES GROUP 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$2,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$738
Total income from all sources (including contributions)2017-12-31$2,791,320
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$912,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$898,740
Expenses. Certain deemed distributions of participant loans2017-12-31$1,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$762,486
Value of total assets at end of year2017-12-31$12,088,512
Value of total assets at beginning of year2017-12-31$10,208,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,775
Total interest from all sources2017-12-31$4,575
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$515,710
Participant contributions at end of year2017-12-31$107,749
Participant contributions at beginning of year2017-12-31$112,922
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,043
Other income not declared elsewhere2017-12-31$3,391
Administrative expenses (other) incurred2017-12-31$6,960
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$1,878,846
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,086,214
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,207,368
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$4,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,655,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,782,351
Interest on participant loans2017-12-31$4,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$324,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$312,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,020,868
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$196,733
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$898,740
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,298
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$738
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 name2017-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2017-12-31251622758
2016 : KPM HERKULES GROUP 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$738
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$1,623,869
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$511,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$500,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$765,274
Value of total assets at end of year2016-12-31$10,208,106
Value of total assets at beginning of year2016-12-31$9,094,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,521
Total interest from all sources2016-12-31$4,971
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$498,151
Participant contributions at end of year2016-12-31$112,922
Participant contributions at beginning of year2016-12-31$123,029
Participant contributions at beginning of year2016-12-31$14,216
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$78,746
Other income not declared elsewhere2016-12-31$3,387
Administrative expenses (other) incurred2016-12-31$6,407
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$1,112,770
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,207,368
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,094,598
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$4,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,782,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,677,790
Interest on participant loans2016-12-31$4,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$312,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$273,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$850,237
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$188,377
Employer contributions (assets) at beginning of year2016-12-31$6,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$500,578
Liabilities. Value of benefit claims payable at end of year2016-12-31$738
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 name2016-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2016-12-31251622758
2015 : KPM HERKULES GROUP 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$10
Total income from all sources (including contributions)2015-12-31$649,376
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$202,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$186,336
Expenses. Certain deemed distributions of participant loans2015-12-31$5,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$629,381
Value of total assets at end of year2015-12-31$9,094,598
Value of total assets at beginning of year2015-12-31$8,647,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,157
Total interest from all sources2015-12-31$4,374
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$448,617
Participant contributions at end of year2015-12-31$123,029
Participant contributions at beginning of year2015-12-31$51,576
Participant contributions at end of year2015-12-31$14,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,498
Other income not declared elsewhere2015-12-31$3,218
Administrative expenses (other) incurred2015-12-31$7,505
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$446,843
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,094,598
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,647,755
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$3,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,677,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,263,379
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$4,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$273,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$332,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$12,403
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$177,266
Employer contributions (assets) at end of year2015-12-31$6,154
Employer contributions (assets) at beginning of year2015-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$186,336
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$10
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 name2015-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2015-12-31251622758
2014 : KPM HERKULES GROUP 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,660
Total income from all sources (including contributions)2014-12-31$1,283,412
Total of all expenses incurred2014-12-31$861,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$854,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$628,982
Value of total assets at end of year2014-12-31$8,647,765
Value of total assets at beginning of year2014-12-31$8,227,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,755
Total interest from all sources2014-12-31$1,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$373,313
Participant contributions at end of year2014-12-31$51,576
Participant contributions at beginning of year2014-12-31$13,666
Participant contributions at beginning of year2014-12-31$77
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,806
Other income not declared elsewhere2014-12-31$7,204
Administrative expenses (other) incurred2014-12-31$7,755
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$421,453
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,647,755
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,226,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,263,379
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,880,174
Interest on participant loans2014-12-31$1,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$332,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$334,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$646,148
Net investment gain/loss from pooled separate accounts2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$157,863
Employer contributions (assets) at end of year2014-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$854,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$10
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,660
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 name2014-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2014-12-31251622758
2013 : KPM HERKULES GROUP 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$1,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$941
Total income from all sources (including contributions)2013-12-31$2,304,642
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$932,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$924,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$568,177
Value of total assets at end of year2013-12-31$8,227,962
Value of total assets at beginning of year2013-12-31$6,855,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,695
Total interest from all sources2013-12-31$660
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$399,096
Participant contributions at end of year2013-12-31$13,666
Participant contributions at end of year2013-12-31$77
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$248
Other income not declared elsewhere2013-12-31$17,406
Administrative expenses (other) incurred2013-12-31$7,695
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$1,372,113
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,226,302
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,854,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,880,174
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,530,427
Interest on participant loans2013-12-31$660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$334,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$324,455
Net investment gain/loss from pooled separate accounts2013-12-31$1,718,399
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$168,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$924,834
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,660
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$941
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 name2013-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2013-12-31251622758
2012 : KPM HERKULES GROUP 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$941
Total income from all sources (including contributions)2012-12-31$1,483,486
Total of all expenses incurred2012-12-31$164,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$146,316
Expenses. Certain deemed distributions of participant loans2012-12-31$8,446
Value of total corrective distributions2012-12-31$895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$626,664
Value of total assets at end of year2012-12-31$6,855,130
Value of total assets at beginning of year2012-12-31$5,535,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,833
Total interest from all sources2012-12-31$121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$442,154
Participant contributions at beginning of year2012-12-31$17,651
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$248
Other income not declared elsewhere2012-12-31$8,280
Administrative expenses (other) incurred2012-12-31$8,833
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,318,996
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,854,189
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,535,193
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
Value of interest in pooled separate accounts at end of year2012-12-31$6,530,427
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,243,165
Interest on participant loans2012-12-31$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$324,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$267,868
Net investment gain/loss from pooled separate accounts2012-12-31$848,421
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$178,730
Employer contributions (assets) at beginning of year2012-12-31$6,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$146,316
Liabilities. Value of benefit claims payable at end of year2012-12-31$941
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 name2012-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2012-12-31251622758
2011 : KPM HERKULES GROUP 401(K) PLAN 2011 401k financial data
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$314,955
Total of all expenses incurred2011-12-31$340,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$334,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$573,667
Value of total assets at end of year2011-12-31$5,535,193
Value of total assets at beginning of year2011-12-31$5,560,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$412,249
Participant contributions at end of year2011-12-31$17,651
Other income not declared elsewhere2011-12-31$6,492
Administrative expenses (other) incurred2011-12-31$6,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-25,746
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,535,193
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,560,939
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
Value of interest in pooled separate accounts at end of year2011-12-31$5,243,165
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,360,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$267,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$200,616
Net investment gain/loss from pooled separate accounts2011-12-31$-265,204
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$161,418
Employer contributions (assets) at end of year2011-12-31$6,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$334,074
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 name2011-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2011-12-31251622758
2010 : KPM HERKULES GROUP 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$1,248,386
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$210,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$201,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$567,371
Value of total assets at end of year2010-12-31$5,560,939
Value of total assets at beginning of year2010-12-31$4,523,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,455
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$386,471
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,086
Administrative expenses (other) incurred2010-12-31$9,455
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$1,037,821
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,560,939
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,523,118
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
Value of interest in pooled separate accounts at end of year2010-12-31$5,360,323
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,253,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$200,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$270,096
Net investment gain/loss from pooled separate accounts2010-12-31$681,015
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$161,814
Employer contributions (assets) at beginning of year2010-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$201,110
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 name2010-12-31MAHER DUESSEL CPAS
Accountancy firm EIN2010-12-31251622758
2009 : KPM HERKULES GROUP 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 KPM HERKULES GROUP 401(K) PLAN

2022: KPM HERKULES GROUP 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KPM HERKULES GROUP 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KPM HERKULES GROUP 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KPM HERKULES GROUP 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KPM HERKULES GROUP 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KPM HERKULES GROUP 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KPM HERKULES GROUP 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KPM HERKULES GROUP 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KPM HERKULES GROUP 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KPM HERKULES GROUP 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KPM HERKULES GROUP 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KPM HERKULES GROUP 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KPM HERKULES GROUP 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 1
Insurance contract or identification number371119-01
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 1
Insurance contract or identification number371119-01
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 1
Insurance contract or identification number371119-01
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 1
Insurance contract or identification number371119-01
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $325
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $325
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 1
Insurance contract or identification number371119-01
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $939
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $939
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 1
Insurance contract or identification number371119-01
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $876
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $876
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDAVID S. DUNCAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 1
Insurance contract or identification number371119-01
Number of Individuals Covered170
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,097
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,097
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDAVID S. DUNCAN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941501
Policy instance 1
Insurance contract or identification number941501
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $26,310
Total amount of fees paid to insurance companyUSD $6,418
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,310
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371119-01
Policy instance 2
Insurance contract or identification number371119-01
Number of Individuals Covered142
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,499
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,499
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDAVID S. DUNCAN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941501
Policy instance 1
Insurance contract or identification number941501
Number of Individuals Covered133
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $29,663
Total amount of fees paid to insurance companyUSD $315
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,663
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICES
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941501
Policy instance 1
Insurance contract or identification number941501
Number of Individuals Covered151
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,925
Total amount of fees paid to insurance companyUSD $2,918
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,925
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDUNCAN ACCOUNTING AND TAX SERVICES
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941501
Policy instance 1
Insurance contract or identification number941501
Number of Individuals Covered124
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,588
Total amount of fees paid to insurance companyUSD $3,082
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941501
Policy instance 1
Insurance contract or identification number941501
Number of Individuals Covered130
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,113
Total amount of fees paid to insurance companyUSD $2,235
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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