?>
Logo

KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameKERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

KERRY STRAINE INC has sponsored the creation of one or more 401k plans.

Company Name:KERRY STRAINE INC
Employer identification number (EIN):680405903
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01OLIVIA D MCLEOD2022-07-18
0012020-01-01OLIVIA D MCLEOD2021-06-07
0012019-01-01OLIVIA MCLEOD2020-07-06
0012018-01-01OLIVIA MCLEOD2019-07-10
0012017-01-01OLIVIA MCLEOD2018-07-19
0012016-01-01OLIVIA MCLEOD2017-06-27
0012015-01-01OLIVIA MCLEOD2016-07-12
0012014-01-01OLIVIA MCLEOD
0012013-01-01OLIVIA MCLEOD
0012012-01-01KERRY STRAINE INC
0012011-01-01KERRY STRAINE INC
0012010-01-01KERRY STRAINE INC
0012009-01-01KERRY STRAINE INC

Plan Statistics for KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2014: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0132
Number of participants with account balances2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0137
Total number of active participants reported on line 7a of the Form 55002013-01-0125
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 participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0137
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0135
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0136
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0136
Number of participants with account balances2010-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0137
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2014 : KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$298,194
Expenses. Total of all expenses incurred2014-12-31$67,637
Benefits paid (including direct rollovers)2014-12-31$25,414
Total plan assets at end of year2014-12-31$2,125,548
Total plan assets at beginning of year2014-12-31$1,894,991
Value of fidelity bond covering the plan2014-12-31$189,499
Total contributions received or receivable from participants2014-12-31$168,493
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$97,713
Net income (gross income less expenses)2014-12-31$230,557
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,125,548
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,894,991
Assets. Value of participant loans2014-12-31$35,780
Total contributions received or receivable from employer(s)2014-12-31$31,988
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$42,158
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$428,634
Expenses. Total of all expenses incurred2013-12-31$49,116
Benefits paid (including direct rollovers)2013-12-31$30,356
Total plan assets at end of year2013-12-31$1,894,991
Total plan assets at beginning of year2013-12-31$1,515,473
Value of fidelity bond covering the plan2013-12-31$151,547
Total contributions received or receivable from participants2013-12-31$156,696
Expenses. Other expenses not covered elsewhere2013-12-31$65
Contributions received from other sources (not participants or employers)2013-12-31$8,252
Other income received2013-12-31$234,326
Net income (gross income less expenses)2013-12-31$379,518
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,894,991
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,515,473
Assets. Value of participant loans2013-12-31$43,970
Total contributions received or receivable from employer(s)2013-12-31$29,360
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$18,695
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$261,683
Expenses. Total of all expenses incurred2012-12-31$126,444
Benefits paid (including direct rollovers)2012-12-31$101,344
Total plan assets at end of year2012-12-31$1,515,473
Total plan assets at beginning of year2012-12-31$1,380,234
Value of fidelity bond covering the plan2012-12-31$138,023
Total contributions received or receivable from participants2012-12-31$132,029
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$104,806
Net income (gross income less expenses)2012-12-31$135,239
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,515,473
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,380,234
Assets. Value of participant loans2012-12-31$25,649
Total contributions received or receivable from employer(s)2012-12-31$24,848
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$25,035
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$135,400
Expenses. Total of all expenses incurred2011-12-31$26,441
Benefits paid (including direct rollovers)2011-12-31$2,127
Total plan assets at end of year2011-12-31$1,380,234
Total plan assets at beginning of year2011-12-31$1,271,275
Value of fidelity bond covering the plan2011-12-31$127,128
Total contributions received or receivable from participants2011-12-31$117,252
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$11,195
Other income received2011-12-31$-13,403
Net income (gross income less expenses)2011-12-31$108,959
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,380,234
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,271,275
Assets. Value of participant loans2011-12-31$30,748
Total contributions received or receivable from employer(s)2011-12-31$20,356
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$24,249
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$240,267
Expenses. Total of all expenses incurred2010-12-31$46,066
Benefits paid (including direct rollovers)2010-12-31$20,805
Total plan assets at end of year2010-12-31$1,271,275
Total plan assets at beginning of year2010-12-31$1,077,074
Value of fidelity bond covering the plan2010-12-31$107,707
Total contributions received or receivable from participants2010-12-31$123,615
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$97,058
Net income (gross income less expenses)2010-12-31$194,201
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,271,275
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,077,074
Assets. Value of participant loans2010-12-31$38,090
Total contributions received or receivable from employer(s)2010-12-31$19,594
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$25,141
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST

2014: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KERRY STRAINE, INC. 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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