KMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHIL MOORE BUICK GMC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: PHIL MOORE BUICK GMC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-27 | 46 |
| Total number of particpants at end of year | 2025-05-27 | 46 |
| Number of Participants With Account Balances | 2025-05-27 | 46 |
| 2024: PHIL MOORE BUICK GMC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-28 | 44 |
| Total number of particpants at end of year | 2024-05-28 | 46 |
| Number of Participants With Account Balances | 2024-05-28 | 45 |
| 2010: PHIL MOORE BUICK GMC 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 13 |
| Number of participants with account balances | 2010-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: PHIL MOORE BUICK GMC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 18 |
| Number of participants with account balances | 2009-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2025 : PHIL MOORE BUICK GMC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-27 | 262424 |
| Net assets as of the end of the plan year | 2025-05-27 | 2255331 |
| Total assets as of the beginning of the plan year | 2025-05-27 | 1986988 |
| Value of plan covered by a fidelity bond | 2025-05-27 | 199000 |
| Participant contributions to plan in this plan year | 2025-05-27 | 269101 |
| Value of participant loans at end of plan year | 2025-05-27 | 13704 |
| Other income to plan in this plan year | 2025-05-27 | 243499 |
| Plan net income in this plan year | 2025-05-27 | 268343 |
| Net assets as of the end of the plan year | 2025-05-27 | 2255331 |
| Net assets as of the beginning of the plan year | 2025-05-27 | 1986988 |
| Employer contributions to plan in this plan year | 2025-05-27 | 18167 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-27 | 15878 |
| 2024 : PHIL MOORE BUICK GMC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-28 | 81179 |
| Net assets as of the end of the plan year | 2024-05-28 | 1986988 |
| Total assets as of the beginning of the plan year | 2024-05-28 | 1592651 |
| Value of plan covered by a fidelity bond | 2024-05-28 | 160000 |
| Participant contributions to plan in this plan year | 2024-05-28 | 229589 |
| Value of participant loans at end of plan year | 2024-05-28 | 12388 |
| Other income to plan in this plan year | 2024-05-28 | 229140 |
| Plan net income in this plan year | 2024-05-28 | 394337 |
| Net assets as of the end of the plan year | 2024-05-28 | 1986988 |
| Net assets as of the beginning of the plan year | 2024-05-28 | 1592651 |
| Employer contributions to plan in this plan year | 2024-05-28 | 16787 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-28 | 12982 |
| 2010 : PHIL MOORE BUICK GMC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $41,094 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $116,718 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $116,643 |
| Total plan assets at end of year | 2010-12-31 | $269,546 |
| Total plan assets at beginning of year | 2010-12-31 | $345,170 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $5,860 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $32,734 |
| Net income (gross income less expenses) | 2010-12-31 | $-75,624 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $269,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $345,170 |
| Assets. Value of participant loans | 2010-12-31 | $25,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $2,500 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $75 |
| 2010: PHIL MOORE BUICK GMC 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PHIL MOORE BUICK GMC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
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