?>
Logo

THE KLEINFELDER GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE KLEINFELDER GROUP, INC. 401(K) PLAN
Plan identification number 003

THE KLEINFELDER GROUP, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

THE KLEINFELDER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE KLEINFELDER GROUP, INC.
Employer identification number (EIN):680053138
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about THE KLEINFELDER GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-01-08
Company Identification Number: 0802132069
Legal Registered Office Address: 770 1ST AVE STE 400
211 E. 7TH STREET, SUITE 620
SAN DIEGO
United States of America (USA)
92101

More information about THE KLEINFELDER GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KLEINFELDER GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MARIE MITCHELL-JACKSON MARIE MITCHELL-JACKSON2018-11-27
0032015-04-01MARIE MITCHELL-JACKSON MARIE MITCHELL-JACKSON2016-12-21
0032014-04-01MARIE MITCHELL-JACKSON
0032013-04-01MARIE MITCHELL-JACKSON MARIE MITCHELL-JACKSON2015-01-08
0032012-04-01MARIE MITCHELL-JACKSON
0032011-04-01MARIE MITCHELL-JACKSON

Plan Statistics for THE KLEINFELDER GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for THE KLEINFELDER GROUP, INC. 401(K) PLAN

Measure Date Value
2022: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,287
Total number of active participants reported on line 7a of the Form 55002022-01-012,474
Number of retired or separated participants receiving benefits2022-01-0151
Number of other retired or separated participants entitled to future benefits2022-01-011,509
Total of all active and inactive participants2022-01-014,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-014,042
Number of participants with account balances2022-01-013,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01292
2021: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,705
Total number of active participants reported on line 7a of the Form 55002021-01-012,118
Number of retired or separated participants receiving benefits2021-01-0135
Number of other retired or separated participants entitled to future benefits2021-01-011,126
Total of all active and inactive participants2021-01-013,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-013,287
Number of participants with account balances2021-01-012,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01285
2020: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,568
Total number of active participants reported on line 7a of the Form 55002020-01-011,702
Number of retired or separated participants receiving benefits2020-01-0133
Number of other retired or separated participants entitled to future benefits2020-01-01962
Total of all active and inactive participants2020-01-012,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-012,705
Number of participants with account balances2020-01-012,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01248
2019: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,387
Total number of active participants reported on line 7a of the Form 55002019-01-011,625
Number of retired or separated participants receiving benefits2019-01-0137
Number of other retired or separated participants entitled to future benefits2019-01-01900
Total of all active and inactive participants2019-01-012,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-012,568
Number of participants with account balances2019-01-012,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01239
2018: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,325
Total number of active participants reported on line 7a of the Form 55002018-01-011,508
Number of retired or separated participants receiving benefits2018-01-0133
Number of other retired or separated participants entitled to future benefits2018-01-01841
Total of all active and inactive participants2018-01-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-012,387
Number of participants with account balances2018-01-012,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01228
2017: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,290
Total number of active participants reported on line 7a of the Form 55002017-01-011,508
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-01782
Total of all active and inactive participants2017-01-012,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-012,325
Number of participants with account balances2017-01-012,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01198
2015: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012,312
Total number of active participants reported on line 7a of the Form 55002015-04-011,586
Number of retired or separated participants receiving benefits2015-04-0125
Number of other retired or separated participants entitled to future benefits2015-04-01699
Total of all active and inactive participants2015-04-012,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-012
Total participants2015-04-012,312
Number of participants with account balances2015-04-012,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-01201
2014: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-012,310
Total number of active participants reported on line 7a of the Form 55002014-04-011,616
Number of retired or separated participants receiving benefits2014-04-0121
Number of other retired or separated participants entitled to future benefits2014-04-01673
Total of all active and inactive participants2014-04-012,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-012
Total participants2014-04-012,312
Number of participants with account balances2014-04-012,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-01134
2013: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-012,288
Total number of active participants reported on line 7a of the Form 55002013-04-011,695
Number of retired or separated participants receiving benefits2013-04-0117
Number of other retired or separated participants entitled to future benefits2013-04-01597
Total of all active and inactive participants2013-04-012,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011
Total participants2013-04-012,310
Number of participants with account balances2013-04-012,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-011
2012: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-012,285
Total number of active participants reported on line 7a of the Form 55002012-04-011,672
Number of retired or separated participants receiving benefits2012-04-0113
Number of other retired or separated participants entitled to future benefits2012-04-01601
Total of all active and inactive participants2012-04-012,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-012
Total participants2012-04-012,288
Number of participants with account balances2012-04-012,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-012,249
Total number of active participants reported on line 7a of the Form 55002011-04-011,675
Number of retired or separated participants receiving benefits2011-04-0110
Number of other retired or separated participants entitled to future benefits2011-04-01599
Total of all active and inactive participants2011-04-012,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-012,285
Number of participants with account balances2011-04-012,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-01178

Financial Data on THE KLEINFELDER GROUP, INC. 401(K) PLAN

Measure Date Value
2022 : THE KLEINFELDER GROUP, INC. 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$38,542,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-53,495,405
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,862,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,479,429
Expenses. Certain deemed distributions of participant loans2022-12-31$28,869
Value of total corrective distributions2022-12-31$374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,515,866
Value of total assets at end of year2022-12-31$333,639,812
Value of total assets at beginning of year2022-12-31$376,454,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$353,691
Total interest from all sources2022-12-31$120,322
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,708,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,708,470
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$19,072,642
Participant contributions at end of year2022-12-31$2,084,096
Participant contributions at beginning of year2022-12-31$1,932,193
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,107,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$513
Other income not declared elsewhere2022-12-31$53,762
Administrative expenses (other) incurred2022-12-31$353,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-81,357,768
Value of net assets at end of year (total assets less liabilities)2022-12-31$333,639,812
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$376,454,664
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$299,312,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$328,998,433
Interest on participant loans2022-12-31$120,322
Value of interest in common/collective trusts at end of year2022-12-31$32,243,197
Value of interest in common/collective trusts at beginning of year2022-12-31$45,524,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-87,741,058
Net investment gain or loss from common/collective trusts2022-12-31$-3,152,767
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$4,335,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,478,916
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$23,613,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$65,200,241
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$31,867,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$31,524,055
Expenses. Certain deemed distributions of participant loans2021-12-31$39,283
Value of total corrective distributions2021-12-31$5,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,030,522
Value of total assets at end of year2021-12-31$376,454,664
Value of total assets at beginning of year2021-12-31$319,507,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$298,384
Total interest from all sources2021-12-31$123,496
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,022,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,022,658
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$14,713,105
Participant contributions at end of year2021-12-31$1,932,193
Participant contributions at beginning of year2021-12-31$1,938,482
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,917,818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,056
Other income not declared elsewhere2021-12-31$8,355
Administrative expenses (other) incurred2021-12-31$298,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$33,333,155
Value of net assets at end of year (total assets less liabilities)2021-12-31$376,454,664
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$319,507,821
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$328,998,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$274,797,317
Interest on participant loans2021-12-31$123,496
Value of interest in common/collective trusts at end of year2021-12-31$45,524,038
Value of interest in common/collective trusts at beginning of year2021-12-31$42,772,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,905,868
Net investment gain or loss from common/collective trusts2021-12-31$109,342
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$2,399,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$31,517,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$77,587,783
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,217,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,931,534
Expenses. Certain deemed distributions of participant loans2020-12-31$10,810
Value of total corrective distributions2020-12-31$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,547,797
Value of total assets at end of year2020-12-31$319,507,821
Value of total assets at beginning of year2020-12-31$257,137,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$274,601
Total interest from all sources2020-12-31$134,920
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,091,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,091,181
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$11,775,409
Participant contributions at end of year2020-12-31$1,938,482
Participant contributions at beginning of year2020-12-31$2,131,562
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,414,171
Other income not declared elsewhere2020-12-31$1,463,488
Administrative expenses (other) incurred2020-12-31$274,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$62,370,715
Value of net assets at end of year (total assets less liabilities)2020-12-31$319,507,821
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$257,137,106
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$274,797,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$219,816,069
Interest on participant loans2020-12-31$134,920
Value of interest in common/collective trusts at end of year2020-12-31$42,772,022
Value of interest in common/collective trusts at beginning of year2020-12-31$35,189,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$43,158,326
Net investment gain or loss from common/collective trusts2020-12-31$2,192,071
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$2,358,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,931,534
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$93,577,159
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$20,635,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,390,907
Expenses. Certain deemed distributions of participant loans2019-12-31$2,644
Value of total corrective distributions2019-12-31$1,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$46,658,422
Value of total assets at end of year2019-12-31$257,137,106
Value of total assets at beginning of year2019-12-31$184,195,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$240,239
Total interest from all sources2019-12-31$136,944
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,967,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,967,014
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,566,720
Participant contributions at end of year2019-12-31$2,131,562
Participant contributions at beginning of year2019-12-31$1,891,312
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,884,515
Other income not declared elsewhere2019-12-31$24,667
Administrative expenses (other) incurred2019-12-31$240,239
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$72,941,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$257,137,106
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$184,195,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$219,816,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$151,243,293
Interest on participant loans2019-12-31$136,944
Value of interest in common/collective trusts at end of year2019-12-31$35,189,475
Value of interest in common/collective trusts at beginning of year2019-12-31$31,061,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,842,782
Net investment gain or loss from common/collective trusts2019-12-31$1,947,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,207,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,390,907
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$18,255,534
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,416,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,190,181
Expenses. Certain deemed distributions of participant loans2018-12-31$-6,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,909,817
Value of total assets at end of year2018-12-31$184,195,721
Value of total assets at beginning of year2018-12-31$180,356,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$233,253
Total interest from all sources2018-12-31$110,899
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,891,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,891,543
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$12,355,496
Participant contributions at end of year2018-12-31$1,891,312
Participant contributions at beginning of year2018-12-31$1,888,996
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,267,100
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$423,940
Other income not declared elsewhere2018-12-31$10,970,572
Administrative expenses (other) incurred2018-12-31$233,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,839,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$184,195,721
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$180,356,708
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$151,243,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$172,029,045
Interest on participant loans2018-12-31$110,899
Value of interest in common/collective trusts at end of year2018-12-31$31,061,116
Value of interest in common/collective trusts at beginning of year2018-12-31$6,438,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,874,291
Net investment gain or loss from common/collective trusts2018-12-31$246,994
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$2,287,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,766,241
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$45,290,522
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,793,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,603,148
Expenses. Certain deemed distributions of participant loans2017-12-31$652
Value of total corrective distributions2017-12-31$6,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,477,139
Value of total assets at end of year2017-12-31$180,356,708
Value of total assets at beginning of year2017-12-31$149,859,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$183,307
Total interest from all sources2017-12-31$98,485
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,282,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,282,909
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$11,707,968
Participant contributions at end of year2017-12-31$1,888,996
Participant contributions at beginning of year2017-12-31$1,836,523
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,615,352
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$527,756
Other income not declared elsewhere2017-12-31$329,938
Administrative expenses (other) incurred2017-12-31$183,307
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$30,497,336
Value of net assets at end of year (total assets less liabilities)2017-12-31$180,356,708
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$149,859,372
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$172,029,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$141,173,840
Interest on participant loans2017-12-31$98,485
Value of interest in common/collective trusts at end of year2017-12-31$6,438,667
Value of interest in common/collective trusts at beginning of year2017-12-31$6,849,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,985,775
Net investment gain or loss from common/collective trusts2017-12-31$116,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,153,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,075,392
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$13,279,000
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$12,337,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$12,164,394
Expenses. Certain deemed distributions of participant loans2016-03-31$7,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$15,256,062
Value of total assets at end of year2016-03-31$136,935,856
Value of total assets at beginning of year2016-03-31$135,993,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$165,463
Total interest from all sources2016-03-31$90,580
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$3,815,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$3,815,028
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$11,307,218
Participant contributions at end of year2016-03-31$1,667,830
Participant contributions at beginning of year2016-03-31$1,931,690
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$1,533,455
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$405,098
Other income not declared elsewhere2016-03-31$325,682
Administrative expenses (other) incurred2016-03-31$165,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$941,892
Value of net assets at end of year (total assets less liabilities)2016-03-31$136,935,856
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$135,993,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$128,091,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$86,914,945
Interest on participant loans2016-03-31$90,580
Value of interest in common/collective trusts at end of year2016-03-31$7,176,162
Value of interest in common/collective trusts at beginning of year2016-03-31$47,049,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-6,731,969
Net investment gain or loss from common/collective trusts2016-03-31$523,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$2,415,389
Employer contributions (assets) at end of year2016-03-31$0
Employer contributions (assets) at beginning of year2016-03-31$97,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$11,759,296
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31MOSS ADAMS LLP
Accountancy firm EIN2016-03-31910189318
2015 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$24,330,979
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$12,725,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$12,555,267
Expenses. Certain deemed distributions of participant loans2015-03-31$49,575
Value of total corrective distributions2015-03-31$4,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$13,400,238
Value of total assets at end of year2015-03-31$135,993,964
Value of total assets at beginning of year2015-03-31$124,388,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$116,371
Total interest from all sources2015-03-31$106,499
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$4,040,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$4,040,320
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$10,557,325
Participant contributions at end of year2015-03-31$1,931,690
Participant contributions at beginning of year2015-03-31$2,051,460
Participant contributions at end of year2015-03-31$0
Participant contributions at beginning of year2015-03-31$419,290
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$1,008,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-03-31$310,366
Other income not declared elsewhere2015-03-31$188,601
Administrative expenses (other) incurred2015-03-31$116,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$11,605,330
Value of net assets at end of year (total assets less liabilities)2015-03-31$135,993,964
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$124,388,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$86,914,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$115,727,338
Interest on participant loans2015-03-31$106,499
Value of interest in common/collective trusts at end of year2015-03-31$47,049,450
Value of interest in common/collective trusts at beginning of year2015-03-31$6,190,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$4,039,191
Net investment gain or loss from common/collective trusts2015-03-31$2,556,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$1,834,621
Employer contributions (assets) at end of year2015-03-31$97,879
Employer contributions (assets) at beginning of year2015-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$12,244,901
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31MOSS ADAMS LLP
Accountancy firm EIN2015-03-31910189318
2014 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$31,271,829
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$11,924,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$11,888,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$13,453,316
Value of total assets at end of year2014-03-31$124,388,634
Value of total assets at beginning of year2014-03-31$105,041,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$35,462
Total interest from all sources2014-03-31$100,202
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$3,026,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$3,026,981
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$9,578,087
Participant contributions at end of year2014-03-31$2,051,460
Participant contributions at beginning of year2014-03-31$1,947,022
Participant contributions at end of year2014-03-31$419,290
Participant contributions at beginning of year2014-03-31$375,957
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$3,875,229
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-03-31$980,110
Other income not declared elsewhere2014-03-31$327,749
Administrative expenses (other) incurred2014-03-31$35,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$19,347,603
Value of net assets at end of year (total assets less liabilities)2014-03-31$124,388,634
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$105,041,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$115,727,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$95,553,581
Interest on participant loans2014-03-31$100,202
Value of interest in common/collective trusts at end of year2014-03-31$6,190,546
Value of interest in common/collective trusts at beginning of year2014-03-31$7,164,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$14,345,588
Net investment gain or loss from common/collective trusts2014-03-31$17,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$10,908,654
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31MOSS ADAMS LLP
Accountancy firm EIN2014-03-31910189318
2013 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$20,952,394
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$10,107,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$10,031,449
Expenses. Certain deemed distributions of participant loans2013-03-31$3,793
Value of total corrective distributions2013-03-31$5,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$10,935,291
Value of total assets at end of year2013-03-31$105,041,031
Value of total assets at beginning of year2013-03-31$94,195,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$66,761
Total interest from all sources2013-03-31$90,087
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$1,875,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$1,875,766
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$8,562,533
Participant contributions at end of year2013-03-31$1,947,022
Participant contributions at beginning of year2013-03-31$1,680,509
Participant contributions at end of year2013-03-31$375,957
Participant contributions at beginning of year2013-03-31$332,868
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$2,372,758
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-03-31$341,567
Other income not declared elsewhere2013-03-31$421,011
Administrative expenses (other) incurred2013-03-31$66,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$10,845,122
Value of net assets at end of year (total assets less liabilities)2013-03-31$105,041,031
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$94,195,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$95,553,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$92,182,532
Interest on participant loans2013-03-31$90,087
Value of interest in common/collective trusts at end of year2013-03-31$7,164,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$7,617,353
Net investment gain or loss from common/collective trusts2013-03-31$12,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$9,689,882
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31MOSS ADAMS LLP
Accountancy firm EIN2013-03-31910189318
2012 : THE KLEINFELDER GROUP, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$13,416,584
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$8,766,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$8,715,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$8,821,223
Value of total assets at end of year2012-03-31$94,195,909
Value of total assets at beginning of year2012-03-31$89,545,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$50,719
Total interest from all sources2012-03-31$85,667
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$1,865,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$1,865,268
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$7,855,818
Participant contributions at end of year2012-03-31$1,680,509
Participant contributions at beginning of year2012-03-31$1,613,410
Participant contributions at end of year2012-03-31$332,868
Participant contributions at beginning of year2012-03-31$269,100
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$965,405
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$249,826
Other income not declared elsewhere2012-03-31$630,216
Administrative expenses (other) incurred2012-03-31$50,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$4,650,061
Value of net assets at end of year (total assets less liabilities)2012-03-31$94,195,909
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$89,545,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$92,182,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$87,663,338
Interest on participant loans2012-03-31$85,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$2,014,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$8,465,978
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31MOSS ADAMS LLP
Accountancy firm EIN2012-03-31910189318

Form 5500 Responses for THE KLEINFELDER GROUP, INC. 401(K) PLAN

2022: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2015: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: THE KLEINFELDER GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes

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

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

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

See full terms and conditions

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