KENNEDY & MINSHEW, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNEDY & MINSHEW PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011: KENNEDY & MINSHEW PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
| Total of all active and inactive participants | 2011-04-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 6 |
| Number of participants with account balances | 2011-04-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : KENNEDY & MINSHEW PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-03-31 | $434,270 |
| Total plan liabilities at beginning of year | 2012-03-31 | $323,031 |
| Total income from all sources | 2012-03-31 | $142,484 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $466,864 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $218,206 |
| Total plan assets at end of year | 2012-03-31 | $1,676,433 |
| Total plan assets at beginning of year | 2012-03-31 | $1,889,574 |
| Value of fidelity bond covering the plan | 2012-03-31 | $50,000 |
| Assets. Value of loans (other than to participants) | 2012-03-31 | $1,235,871 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $112,058 |
| Other income received | 2012-03-31 | $142,484 |
| Net income (gross income less expenses) | 2012-03-31 | $-324,380 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,242,163 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,566,543 |
| Assets. Value of participant loans | 2012-03-31 | $58,500 |
| Assets. Value of employer real property | 2012-03-31 | $252,052 |
| Value of certain deemed distributions of participant loans | 2012-03-31 | $136,600 |
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