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KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKEPPEL AMFELS 401(K) PROFIT SHARING PLAN
Plan identification number 001

KEPPEL AMFELS 401(K) PROFIT SHARING 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 sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KEPPEL AMFELS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEPPEL AMFELS, INC.
Employer identification number (EIN):742468713
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEPPEL AMFELS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KYLE GRIMMER2023-12-14
0012021-01-01MARIA GUZMAN2022-10-17
0012021-01-01ISRAEL PENA2023-03-28
0012020-01-01JOSE A. SILVA2021-10-08
0012019-01-01JOE SILVA2020-10-15
0012019-01-01JOSE A SILVA2020-11-05
0012018-01-01TAN CHOON SZE2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BOON WEI DENNIS TAN
0012014-01-01BOON WEI DENNIS TAN
0012013-01-01TAN BOON WEI DENNIS
0012012-01-01ALBERT GARCIA
0012011-01-01GILBERTO ELIZONDO
0012009-01-01GILBERT ELIZONDO
0012009-01-01GILBERT ELIZONDO

Plan Statistics for KEPPEL AMFELS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KEPPEL AMFELS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01433
Total number of active participants reported on line 7a of the Form 55002022-01-01411
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01475
Number of participants with account balances2022-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01429
Total number of active participants reported on line 7a of the Form 55002021-01-01374
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01454
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01319
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01411
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01234
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01272
Number of participants with account balances2018-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01311
Total number of active participants reported on line 7a of the Form 55002017-01-01229
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01310
Number of participants with account balances2017-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01714
Total number of active participants reported on line 7a of the Form 55002016-01-01255
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01331
Number of participants with account balances2016-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01685
Total number of active participants reported on line 7a of the Form 55002015-01-01625
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01692
Number of participants with account balances2015-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01741
Total number of active participants reported on line 7a of the Form 55002014-01-01586
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0199
Total of all active and inactive participants2014-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01685
Number of participants with account balances2014-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01592
Total number of active participants reported on line 7a of the Form 55002013-01-01633
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01108
Total of all active and inactive participants2013-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01741
Number of participants with account balances2013-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01629
Total number of active participants reported on line 7a of the Form 55002012-01-01524
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01592
Total participants2012-01-01592
Number of participants with account balances2012-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01750
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01629
Number of participants with account balances2011-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01900
Total number of active participants reported on line 7a of the Form 55002009-01-01816
Number of other retired or separated participants entitled to future benefits2009-01-0173
Total of all active and inactive participants2009-01-01889
Total participants2009-01-01889
Number of participants with account balances2009-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on KEPPEL AMFELS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-548,351
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$653,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$596,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$954,163
Value of total assets at end of year2022-12-31$8,390,736
Value of total assets at beginning of year2022-12-31$9,592,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,808
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$115,749
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$115,749
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$710,504
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,201,621
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,390,736
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,592,357
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$6,340,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,528,562
Value of interest in pooled separate accounts at end of year2022-12-31$435,883
Value of interest in pooled separate accounts at beginning of year2022-12-31$536,548
Value of interest in common/collective trusts at end of year2022-12-31$1,614,849
Value of interest in common/collective trusts at beginning of year2022-12-31$1,527,247
Net investment gain/loss from pooled separate accounts2022-12-31$-1,618,263
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$243,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$596,462
Contract administrator fees2022-12-31$56,808
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BURTON MCCUMBER & LONGORIA, LLP
Accountancy firm EIN2022-12-31742609610
2021 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$1,991,639
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$922,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$863,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$966,653
Value of total assets at end of year2021-12-31$9,592,357
Value of total assets at beginning of year2021-12-31$8,523,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,595
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$114,707
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$114,707
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$722,493
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,069,004
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,592,357
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,523,353
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$7,528,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,085,541
Value of interest in pooled separate accounts at end of year2021-12-31$536,548
Value of interest in pooled separate accounts at beginning of year2021-12-31$362,415
Value of interest in common/collective trusts at end of year2021-12-31$1,527,247
Value of interest in common/collective trusts at beginning of year2021-12-31$2,075,397
Net investment gain/loss from pooled separate accounts2021-12-31$910,279
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$244,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$863,040
Contract administrator fees2021-12-31$59,595
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BURTON MCCUMBER & LONGORIA, LLP
Accountancy firm EIN2021-12-31742609610
2020 : KEPPEL AMFELS 401(K) PROFIT SHARING 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$1,699,301
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,638,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,581,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$766,914
Value of total assets at end of year2020-12-31$8,523,353
Value of total assets at beginning of year2020-12-31$8,462,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,509
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$89,245
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$89,245
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$570,119
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,520
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$60,743
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,523,353
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,462,610
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$6,085,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,067,751
Value of interest in pooled separate accounts at end of year2020-12-31$362,415
Value of interest in pooled separate accounts at beginning of year2020-12-31$392,682
Value of interest in common/collective trusts at end of year2020-12-31$2,075,397
Value of interest in common/collective trusts at beginning of year2020-12-31$2,002,177
Net investment gain/loss from pooled separate accounts2020-12-31$843,142
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$196,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,581,049
Contract administrator fees2020-12-31$55,989
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 name2020-12-31BURTON MCCUMBER & LONGORIA, LLP
Accountancy firm EIN2020-12-31742609610
2019 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,899,739
Total income from all sources (including contributions)2019-12-31$1,899,739
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$442,376
Total of all expenses incurred2019-12-31$442,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$384,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$384,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$650,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$650,026
Value of total assets at end of year2019-12-31$8,462,610
Value of total assets at end of year2019-12-31$8,462,610
Value of total assets at beginning of year2019-12-31$7,005,247
Value of total assets at beginning of year2019-12-31$7,005,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,115
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$114,817
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$114,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$114,817
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$114,817
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$493,511
Contributions received from participants2019-12-31$493,511
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,457,363
Value of net income/loss2019-12-31$1,457,363
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,462,610
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,462,610
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,005,247
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,005,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,067,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,067,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,694,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,694,031
Value of interest in pooled separate accounts at end of year2019-12-31$392,682
Value of interest in pooled separate accounts at end of year2019-12-31$392,682
Value of interest in pooled separate accounts at beginning of year2019-12-31$337,739
Value of interest in pooled separate accounts at beginning of year2019-12-31$337,739
Value of interest in common/collective trusts at end of year2019-12-31$2,002,177
Value of interest in common/collective trusts at end of year2019-12-31$2,002,177
Value of interest in common/collective trusts at beginning of year2019-12-31$1,973,477
Value of interest in common/collective trusts at beginning of year2019-12-31$1,973,477
Net investment gain/loss from pooled separate accounts2019-12-31$1,134,896
Net investment gain/loss from pooled separate accounts2019-12-31$1,134,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$156,515
Contributions received in cash from employer2019-12-31$156,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$384,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$384,261
Contract administrator fees2019-12-31$58,115
Contract administrator fees2019-12-31$58,115
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BURTON MCCUMBER & LONGORIA, LLP
Accountancy firm name2019-12-31BURTON MCCUMBER & LONGORIA, LLP
Accountancy firm EIN2019-12-31742609610
Accountancy firm EIN2019-12-31742609610
2018 : KEPPEL AMFELS 401(K) PROFIT SHARING 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$223,185
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$633,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$584,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$409,448
Value of total assets at end of year2018-12-31$7,005,247
Value of total assets at beginning of year2018-12-31$7,416,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,807
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$314,280
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-410,759
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,005,247
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,416,006
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$4,694,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,066,844
Value of interest in pooled separate accounts at end of year2018-12-31$337,739
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,349,162
Value of interest in common/collective trusts at end of year2018-12-31$1,973,477
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-186,263
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$95,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$584,137
Contract administrator fees2018-12-31$49,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BURTON MCCUMBER & LONGORIA, LLP
Accountancy firm EIN2018-12-31742609610
2017 : KEPPEL AMFELS 401(K) PROFIT SHARING 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$1,324,579
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,234,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,193,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$442,535
Value of total assets at end of year2017-12-31$7,416,006
Value of total assets at beginning of year2017-12-31$7,326,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,463
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$87,807
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$87,807
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$339,515
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$89,876
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,416,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,326,130
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$5,066,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,323,388
Value of interest in pooled separate accounts at end of year2017-12-31$2,349,162
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,795,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,207,292
Net investment gain or loss from common/collective trusts2017-12-31$794,237
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$103,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,193,240
Contract administrator fees2017-12-31$41,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BURTON MCCUMBER & LONGORIA, LLP
Accountancy firm EIN2017-12-31742609610
2016 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,427,874
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,995,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,957,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,017,443
Value of total assets at end of year2016-12-31$7,326,130
Value of total assets at beginning of year2016-12-31$9,893,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,356
Total interest from all sources2016-12-31$32,409
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$35,418
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$745,174
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$3,632
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-2,567,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,326,130
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,893,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,323,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,409,994
Value of interest in pooled separate accounts at end of year2016-12-31$2,795,450
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,501,890
Interest earned on other investments2016-12-31$32,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,207,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,981,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$118,579
Net investment gain or loss from common/collective trusts2016-12-31$220,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$230,724
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,957,828
Contract administrator fees2016-12-31$37,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BURTON MCCUMBER & CORTEZ LLP
Accountancy firm EIN2016-12-31742609610
2015 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,273,735
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$875,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$840,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,264,938
Value of total assets at end of year2015-12-31$9,893,440
Value of total assets at beginning of year2015-12-31$9,495,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,076
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$959,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$398,224
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,893,440
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,495,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,409,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,681,551
Value of interest in pooled separate accounts at end of year2015-12-31$3,501,890
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,636,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,981,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,177,282
Net investment gain/loss from pooled separate accounts2015-12-31$8,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$305,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$840,435
Contract administrator fees2015-12-31$35,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BURTON MCCUMBER & CORTEZ LLP
Accountancy firm EIN2015-12-31742609610
2014 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,610,502
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,033,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,000,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,147,550
Value of total assets at end of year2014-12-31$9,495,216
Value of total assets at beginning of year2014-12-31$8,917,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,008
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$191,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$191,771
Administrative expenses professional fees incurred2014-12-31$2,420
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$839,979
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$24,902
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$577,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,495,216
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,917,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,681,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,791,920
Value of interest in pooled separate accounts at end of year2014-12-31$2,636,383
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,632,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,177,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,460,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$271,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$265,202
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$7,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,000,014
Contract administrator fees2014-12-31$30,588
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BURTON MCCUMBER & CORTEZ LLP
Accountancy firm EIN2014-12-31742609610
2013 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,147,263
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$798,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$770,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,222,065
Value of total assets at end of year2013-12-31$8,943,979
Value of total assets at beginning of year2013-12-31$7,595,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,695
Total interest from all sources2013-12-31$42,867
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$145,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$145,232
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$923,797
Participant contributions at end of year2013-12-31$44,473
Participant contributions at beginning of year2013-12-31$941
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,605
Other income not declared elsewhere2013-12-31$15,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,348,325
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,943,979
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,595,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$28,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,791,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,589,809
Value of interest in pooled separate accounts at end of year2013-12-31$1,632,341
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest earned on other investments2013-12-31$42,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,460,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$588,467
Net investment gain/loss from pooled separate accounts2013-12-31$133,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$298,268
Employer contributions (assets) at end of year2013-12-31$14,402
Employer contributions (assets) at beginning of year2013-12-31$299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$770,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITLEY PENN LLP
Accountancy firm EIN2013-12-31752393478
2012 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,679,280
Total of all expenses incurred2012-12-31$930,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$924,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,148,831
Value of total assets at end of year2012-12-31$7,595,654
Value of total assets at beginning of year2012-12-31$6,847,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,674
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$94,188
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$873,999
Participant contributions at end of year2012-12-31$941
Participant contributions at beginning of year2012-12-31$20,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9
Administrative expenses (other) incurred2012-12-31$6,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$748,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,595,654
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,847,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,589,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,819,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$436,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$274,832
Employer contributions (assets) at end of year2012-12-31$299
Employer contributions (assets) at beginning of year2012-12-31$6,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$924,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITLEY-PENN LLP
Accountancy firm EIN2012-12-31752393478
2011 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13
Total income from all sources (including contributions)2011-12-31$870,532
Total of all expenses incurred2011-12-31$1,542,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,534,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$868,427
Value of total assets at end of year2011-12-31$6,847,070
Value of total assets at beginning of year2011-12-31$7,518,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,449
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$84,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$84,813
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$657,382
Participant contributions at end of year2011-12-31$20,856
Participant contributions at beginning of year2011-12-31$48,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$13
Administrative expenses (other) incurred2011-12-31$7,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-671,606
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,847,070
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,518,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,819,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,457,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-82,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$211,045
Employer contributions (assets) at end of year2011-12-31$6,783
Employer contributions (assets) at beginning of year2011-12-31$12,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,534,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITLEY-PENN LLP
Accountancy firm EIN2011-12-31752393478
2010 : KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21
Total income from all sources (including contributions)2010-12-31$1,544,847
Total of all expenses incurred2010-12-31$1,841,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,832,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,097,539
Value of total assets at end of year2010-12-31$7,518,689
Value of total assets at beginning of year2010-12-31$7,815,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,306
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$83,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$83,087
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$839,426
Participant contributions at end of year2010-12-31$48,107
Participant contributions at beginning of year2010-12-31$7,438
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21
Administrative expenses (other) incurred2010-12-31$9,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-296,612
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,518,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,815,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,457,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,805,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$364,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$256,689
Employer contributions (assets) at end of year2010-12-31$12,787
Employer contributions (assets) at beginning of year2010-12-31$2,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,832,153
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NULL-LAIRSON, PC
Accountancy firm EIN2010-12-31760551362

Form 5500 Responses for KEPPEL AMFELS 401(K) PROFIT SHARING PLAN

2022: KEPPEL AMFELS 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KEPPEL AMFELS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808687
Policy instance 1
Insurance contract or identification number808687
Number of Individuals Covered286
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $235
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees235
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808687
Policy instance 1
Insurance contract or identification number808687
Number of Individuals Covered292
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $226
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees226
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808687
Policy instance 1
Insurance contract or identification number808687
Number of Individuals Covered288
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $167
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees167
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808687
Policy instance 1
Insurance contract or identification number808687
Number of Individuals Covered270
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $179
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees179
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered253
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $187
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees187
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered260
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,803
Total amount of fees paid to insurance companyUSD $1,020
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,803
Insurance broker organization code?4
Amount paid for insurance broker fees1020
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameLOREN D. STARK COMPANY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered609
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,898
Total amount of fees paid to insurance companyUSD $1,577
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,898
Insurance broker organization code?3
Amount paid for insurance broker fees1577
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameLOREN D. STARK COMPANY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered748
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,950
Total amount of fees paid to insurance companyUSD $1,675
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,950
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION DEFT
Insurance broker organization code?3
Insurance broker nameLOREN D. STARK COMPANY
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered905
Insurance policy start date2013-01-15
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $35,340
Total amount of fees paid to insurance companyUSD $15,401
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,340
Amount paid for insurance broker fees8855
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLOREN D. STARK COMPANY

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