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KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

KATCO MANAGEMENT SERVICES, INC. 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KATCO MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KATCO MANAGEMENT SERVICES, INC.
Employer identification number (EIN):760574614
NAIC Classification:511130
NAIC Description:Book Publishers

Additional information about KATCO MANAGEMENT SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1996-12-16
Company Identification Number: 0142598600
Legal Registered Office Address: PO BOX 300108

HOUSTON
United States of America (USA)
77230

More information about KATCO MANAGEMENT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENNETH COLEMAN
0012016-01-01KENNETH COLEMAN
0012015-01-01KENNETH COLEMAN
0012014-01-01KENNETH COLEMAN
0012013-01-01KENNETH COLEMAN
0012012-03-30KENNETH COLEMAN

Plan Statistics for KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-300
Total number of active participants reported on line 7a of the Form 55002012-03-301
Number of retired or separated participants receiving benefits2012-03-300
Number of other retired or separated participants entitled to future benefits2012-03-300
Total of all active and inactive participants2012-03-301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-300
Total participants2012-03-301
Number of participants with account balances2012-03-301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-300

Financial Data on KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total income from all sources2022-12-31$-774,214
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$774,214
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-774,214
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-774,214
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$774,214
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$132,453
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$774,214
Total plan assets at beginning of year2021-12-31$641,761
Total contributions received or receivable from participants2021-12-31$25,000
Other income received2021-12-31$107,453
Net income (gross income less expenses)2021-12-31$132,453
Net plan assets at end of year (total assets less liabilities)2021-12-31$774,214
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$641,761
Assets. Value of employer securities2021-12-31$526,219
2020 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$27,012
Expenses. Total of all expenses incurred2020-12-31$5
Total plan assets at end of year2020-12-31$641,761
Total plan assets at beginning of year2020-12-31$614,754
Total contributions received or receivable from participants2020-12-31$26,000
Expenses. Other expenses not covered elsewhere2020-12-31$5
Other income received2020-12-31$1,012
Net income (gross income less expenses)2020-12-31$27,007
Net plan assets at end of year (total assets less liabilities)2020-12-31$641,761
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$614,754
Assets. Value of employer securities2020-12-31$418,787
2019 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-15,766
Total plan assets at end of year2019-12-31$614,754
Total plan assets at beginning of year2019-12-31$630,520
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$-40,766
Net income (gross income less expenses)2019-12-31$-15,766
Net plan assets at end of year (total assets less liabilities)2019-12-31$614,754
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$630,520
Assets. Value of employer securities2019-12-31$417,792
2018 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$27,499
Total plan assets at end of year2018-12-31$630,520
Total plan assets at beginning of year2018-12-31$603,021
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$2,999
Net income (gross income less expenses)2018-12-31$27,499
Net plan assets at end of year (total assets less liabilities)2018-12-31$630,520
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$603,021
Assets. Value of employer securities2018-12-31$458,576
2017 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$99,612
Total plan assets at end of year2017-12-31$603,021
Total plan assets at beginning of year2017-12-31$503,409
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$75,612
Net income (gross income less expenses)2017-12-31$99,612
Net plan assets at end of year (total assets less liabilities)2017-12-31$603,021
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$503,409
Assets. Value of employer securities2017-12-31$455,592
2016 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-117,234
Total plan assets at end of year2016-12-31$503,409
Total plan assets at beginning of year2016-12-31$620,643
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$-141,234
Net income (gross income less expenses)2016-12-31$-117,234
Net plan assets at end of year (total assets less liabilities)2016-12-31$503,409
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$620,643
Assets. Value of employer securities2016-12-31$379,993
2015 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-178,922
Total plan assets at end of year2015-12-31$620,643
Total plan assets at beginning of year2015-12-31$799,565
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-202,922
Net income (gross income less expenses)2015-12-31$-178,922
Net plan assets at end of year (total assets less liabilities)2015-12-31$620,643
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$799,565
Assets. Value of employer securities2015-12-31$521,237
2014 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$90,648
Total plan assets at end of year2014-12-31$799,565
Total plan assets at beginning of year2014-12-31$708,917
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$67,648
Net income (gross income less expenses)2014-12-31$90,648
Net plan assets at end of year (total assets less liabilities)2014-12-31$799,565
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$708,917
Assets. Value of employer securities2014-12-31$724,166
2013 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$500
Total income from all sources2013-12-31$46,574
Total plan assets at end of year2013-12-31$708,917
Total plan assets at beginning of year2013-12-31$662,843
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$23,574
Net income (gross income less expenses)2013-12-31$46,574
Net plan assets at end of year (total assets less liabilities)2013-12-31$708,917
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$662,343
Assets. Value of employer securities2013-12-31$656,523
2012 : KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$500
Total income from all sources2012-12-31$662,463
Expenses. Total of all expenses incurred2012-12-31$120
Total plan assets at end of year2012-12-31$662,843
Total plan assets at beginning of year2012-12-31$0
Total contributions received or receivable from participants2012-12-31$22,500
Expenses. Other expenses not covered elsewhere2012-12-31$120
Contributions received from other sources (not participants or employers)2012-12-31$857,000
Other income received2012-12-31$-217,037
Net income (gross income less expenses)2012-12-31$662,343
Net plan assets at end of year (total assets less liabilities)2012-12-31$662,343
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$632,952

Form 5500 Responses for KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

2022: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KATCO MANAGEMENT SERVICES, INC. 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KATCO MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-30Type of plan entitySingle employer plan
2012-03-30First time form 5500 has been submittedYes
2012-03-30This return/report is a short plan year return/report (less than 12 months)Yes
2012-03-30Plan funding arrangement – TrustYes
2012-03-30Plan benefit arrangement - TrustYes

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