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KAHANE & ASSOCIATES, P.A. 401(K) PLAN 401k Plan overview

Plan NameKAHANE & ASSOCIATES, P.A. 401(K) PLAN
Plan identification number 001

KAHANE & ASSOCIATES, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

KAHANE & ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:KAHANE & ASSOCIATES, P.A.
Employer identification number (EIN):800113554
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about KAHANE & ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-06-25
Company Identification Number: P04000097126
Legal Registered Office Address: 8201 PETERS RD. SUITE 3000

PLANTATION

33324

More information about KAHANE & ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAHANE & ASSOCIATES, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MELANIE WEBER2023-07-12 ROBER S KAHANE2023-07-12
0012021-01-01MELANIE WEBER2022-07-12 ROBERT S. KAHANE2022-07-12
0012020-01-01MELANIE WEBER2021-07-20 ROBERT S KAHANE2021-07-20
0012019-01-01ROBERT S KAHANE2020-07-14 ROBERT S KAHANE2020-07-14
0012018-01-01
0012017-01-01MELANIE WEBER ROBERT S. KAHANE2018-07-17
0012016-01-01MELANIE WEBER
0012016-01-01
0012015-01-01MELANIE WEBER
0012014-01-01
0012013-01-01
0012012-01-01ROBERT S. KAHANE
0012011-01-01ROBERT S. KAHANE

Plan Statistics for KAHANE & ASSOCIATES, P.A. 401(K) PLAN

401k plan membership statisitcs for KAHANE & ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2018: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0193
Number of participants with account balances2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01114
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01196
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01169
Number of participants with account balances2015-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01316
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01196
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0154
2013: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01316
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01304
Number of participants with account balances2013-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01373
Total number of active participants reported on line 7a of the Form 55002012-01-01253
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01293
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01290
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01351
Number of participants with account balances2011-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125

Financial Data on KAHANE & ASSOCIATES, P.A. 401(K) PLAN

Measure Date Value
2018 : KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$76,319
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$238,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$214,340
Expenses. Certain deemed distributions of participant loans2018-12-31$2,213
Value of total corrective distributions2018-12-31$22,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$203,010
Value of total assets at end of year2018-12-31$2,794,765
Value of total assets at beginning of year2018-12-31$2,957,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$11,810
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$500,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$189,224
Participant contributions at end of year2018-12-31$227,517
Participant contributions at beginning of year2018-12-31$158,177
Assets. Other investments not covered elsewhere at end of year2018-12-31$470,134
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$550,020
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,786
Other income not declared elsewhere2018-12-31$38,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-162,525
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,794,765
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,957,290
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
Interest on participant loans2018-12-31$11,810
Value of interest in common/collective trusts at end of year2018-12-31$2,097,114
Value of interest in common/collective trusts at beginning of year2018-12-31$2,219,189
Net investment gain or loss from common/collective trusts2018-12-31$-176,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$29,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$214,340
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$675,242
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$199,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$180,153
Expenses. Certain deemed distributions of participant loans2017-12-31$4,691
Value of total corrective distributions2017-12-31$14,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$275,816
Value of total assets at end of year2017-12-31$2,957,290
Value of total assets at beginning of year2017-12-31$2,481,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$6,783
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$225,238
Participant contributions at end of year2017-12-31$158,177
Participant contributions at beginning of year2017-12-31$184,283
Assets. Other investments not covered elsewhere at end of year2017-12-31$550,020
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$404,742
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,132
Other income not declared elsewhere2017-12-31$61,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$476,043
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,957,290
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,481,247
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
Interest on participant loans2017-12-31$6,783
Value of interest in common/collective trusts at end of year2017-12-31$2,219,189
Value of interest in common/collective trusts at beginning of year2017-12-31$1,844,580
Net investment gain or loss from common/collective trusts2017-12-31$331,203
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$20,446
Employer contributions (assets) at end of year2017-12-31$29,904
Employer contributions (assets) at beginning of year2017-12-31$47,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$180,153
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 name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : KAHANE & ASSOCIATES, P.A. 401(K) 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$500,018
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$436,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$414,347
Expenses. Certain deemed distributions of participant loans2016-12-31$9,736
Value of total corrective distributions2016-12-31$12,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$330,065
Value of total assets at end of year2016-12-31$2,481,247
Value of total assets at beginning of year2016-12-31$2,417,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$6,567
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$282,423
Participant contributions at end of year2016-12-31$184,283
Participant contributions at beginning of year2016-12-31$120,194
Assets. Other investments not covered elsewhere at end of year2016-12-31$404,742
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$374,917
Other income not declared elsewhere2016-12-31$1,244
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
Value of net income/loss2016-12-31$63,917
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,481,247
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,417,330
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
Interest on participant loans2016-12-31$6,567
Value of interest in common/collective trusts at end of year2016-12-31$1,844,580
Value of interest in common/collective trusts at beginning of year2016-12-31$1,858,115
Net investment gain or loss from common/collective trusts2016-12-31$162,142
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$47,642
Employer contributions (assets) at end of year2016-12-31$47,642
Employer contributions (assets) at beginning of year2016-12-31$64,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$414,347
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 name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : KAHANE & ASSOCIATES, P.A. 401(K) 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$14,619
Total income from all sources (including contributions)2015-12-31$536,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$300,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$282,979
Expenses. Certain deemed distributions of participant loans2015-12-31$17,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$518,410
Value of total assets at end of year2015-12-31$2,417,330
Value of total assets at beginning of year2015-12-31$2,196,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$250
Total interest from all sources2015-12-31$4,576
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$349,258
Participant contributions at end of year2015-12-31$120,194
Participant contributions at beginning of year2015-12-31$144,313
Assets. Other investments not covered elsewhere at end of year2015-12-31$374,917
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,048
Administrative expenses (other) incurred2015-12-31$250
Total non interest bearing cash at beginning of year2015-12-31$7,785
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$235,482
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,417,330
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,181,848
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 pooled separate accounts at beginning of year2015-12-31$1,984,534
Interest on participant loans2015-12-31$4,576
Value of interest in common/collective trusts at end of year2015-12-31$1,858,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$55
Net investment gain or loss from common/collective trusts2015-12-31$13,016
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$64,104
Employer contributions (assets) at end of year2015-12-31$64,104
Employer contributions (assets) at beginning of year2015-12-31$59,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$282,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,619
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 name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,481
Total income from all sources (including contributions)2014-12-31$541,472
Total of all expenses incurred2014-12-31$674,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$635,640
Value of total corrective distributions2014-12-31$14,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$419,436
Value of total assets at end of year2014-12-31$2,196,467
Value of total assets at beginning of year2014-12-31$2,343,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,744
Total interest from all sources2014-12-31$6,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$358,157
Participant contributions at end of year2014-12-31$144,313
Participant contributions at beginning of year2014-12-31$153,187
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,541
Administrative expenses (other) incurred2014-12-31$291
Total non interest bearing cash at end of year2014-12-31$7,785
Total non interest bearing cash at beginning of year2014-12-31$1,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-132,531
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,181,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,314,379
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
Investment advisory and management fees2014-12-31$11,677
Value of interest in pooled separate accounts at end of year2014-12-31$1,984,534
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,122,785
Interest on participant loans2014-12-31$6,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$115,574
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$57,738
Employer contributions (assets) at end of year2014-12-31$59,780
Employer contributions (assets) at beginning of year2014-12-31$65,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$635,640
Contract administrator fees2014-12-31$11,776
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,619
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$29,481
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 name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,778
Total income from all sources (including contributions)2013-12-31$806,486
Total of all expenses incurred2013-12-31$243,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$188,019
Value of total corrective distributions2013-12-31$32,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$478,774
Value of total assets at end of year2013-12-31$2,343,860
Value of total assets at beginning of year2013-12-31$1,780,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,159
Total interest from all sources2013-12-31$6,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$399,873
Participant contributions at end of year2013-12-31$153,187
Participant contributions at beginning of year2013-12-31$163,457
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,013
Administrative expenses (other) incurred2013-12-31$254
Total non interest bearing cash at end of year2013-12-31$1,970
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$562,928
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,314,379
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,751,451
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$9,869
Value of interest in pooled separate accounts at end of year2013-12-31$2,122,785
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,554,193
Interest on participant loans2013-12-31$6,641
Net investment gain/loss from pooled separate accounts2013-12-31$321,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,888
Employer contributions (assets) at end of year2013-12-31$65,918
Employer contributions (assets) at beginning of year2013-12-31$62,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$188,019
Contract administrator fees2013-12-31$13,036
Liabilities. Value of benefit claims payable at end of year2013-12-31$29,481
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$28,778
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 name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,846
Total income from all sources (including contributions)2012-12-31$694,003
Total of all expenses incurred2012-12-31$284,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$230,909
Expenses. Certain deemed distributions of participant loans2012-12-31$3,198
Value of total corrective distributions2012-12-31$27,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$501,105
Value of total assets at end of year2012-12-31$1,780,229
Value of total assets at beginning of year2012-12-31$1,369,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,925
Total interest from all sources2012-12-31$5,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$140,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$404,895
Participant contributions at end of year2012-12-31$163,457
Participant contributions at beginning of year2012-12-31$60,434
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,631
Administrative expenses (other) incurred2012-12-31$216
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$409,312
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,751,451
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,342,139
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
Investment advisory and management fees2012-12-31$2,750
Value of interest in pooled separate accounts at end of year2012-12-31$1,554,193
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,309,551
Interest on participant loans2012-12-31$5,800
Net investment gain/loss from pooled separate accounts2012-12-31$187,098
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$62,579
Employer contributions (assets) at end of year2012-12-31$62,579
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$230,909
Contract administrator fees2012-12-31$19,959
Liabilities. Value of benefit claims payable at end of year2012-12-31$28,778
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$27,846
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 name2012-12-31KAUFMAN ROSSIN & CO., P.A.
Accountancy firm EIN2012-12-31591818353
2011 : KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$540,198
Total of all expenses incurred2011-12-31$170,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$136,587
Expenses. Certain deemed distributions of participant loans2011-12-31$15,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$571,670
Value of total assets at end of year2011-12-31$1,369,985
Value of total assets at beginning of year2011-12-31$972,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,307
Total interest from all sources2011-12-31$1,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$510,737
Participant contributions at end of year2011-12-31$60,434
Participant contributions at beginning of year2011-12-31$24,662
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,933
Administrative expenses (other) incurred2011-12-31$261
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$369,977
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,342,139
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$972,162
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 pooled separate accounts at end of year2011-12-31$1,309,551
Value of interest in pooled separate accounts at beginning of year2011-12-31$732,519
Interest on participant loans2011-12-31$1,432
Net investment gain/loss from pooled separate accounts2011-12-31$-32,904
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
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$214,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$136,587
Contract administrator fees2011-12-31$18,046
Liabilities. Value of benefit claims payable at end of year2011-12-31$27,846
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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 name2011-12-31KAUFMAN ROSSIN & CO., P.A.
Accountancy firm EIN2011-12-31591818353
2010 : KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$700,356
Total of all expenses incurred2010-12-31$20,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$565,870
Value of total assets at end of year2010-12-31$972,162
Value of total assets at beginning of year2010-12-31$292,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,970
Total interest from all sources2010-12-31$431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$303,693
Participant contributions at end of year2010-12-31$24,662
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$62,562
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$47,196
Other income not declared elsewhere2010-12-31$57,816
Administrative expenses (other) incurred2010-12-31$87
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$679,563
Value of net assets at end of year (total assets less liabilities)2010-12-31$972,162
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$292,599
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 pooled separate accounts at end of year2010-12-31$732,519
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$180,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$180,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Net investment gain/loss from pooled separate accounts2010-12-31$76,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$214,981
Employer contributions (assets) at end of year2010-12-31$214,981
Employer contributions (assets) at beginning of year2010-12-31$49,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,823
Contract administrator fees2010-12-31$6,883
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 name2010-12-31KAUFMAN ROSSIN & CO., P.A.
Accountancy firm EIN2010-12-31591818353

Form 5500 Responses for KAHANE & ASSOCIATES, P.A. 401(K) PLAN

2018: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAHANE & ASSOCIATES, P.A. 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAHANE & ASSOCIATES, P.A. 401(K) 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: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: KAHANE & ASSOCIATES, P.A. 401(K) 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: KAHANE & ASSOCIATES, P.A. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95979
Policy instance 1
Insurance contract or identification number95979
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-02-02
Total amount of commissions paid to insurance brokerUSD $89
Total amount of fees paid to insurance companyUSD $250
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?Yes
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
Commission paid to Insurance BrokerUSD $89
Amount paid for insurance broker fees250
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95979
Policy instance 1
Insurance contract or identification number95979
Number of Individuals Covered144
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,190
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95979
Policy instance 1
Insurance contract or identification number95979
Number of Individuals Covered188
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $978
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $978
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95979
Policy instance 1
Insurance contract or identification number95979
Number of Individuals Covered169
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,334
Commission paid to Insurance BrokerUSD $5,555
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95979
Policy instance 1
Insurance contract or identification number95979
Number of Individuals Covered221
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,238
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95979
Policy instance 1
Insurance contract or identification number95979
Number of Individuals Covered191
Insurance policy start date2010-01-29
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,003
Total amount of fees paid to insurance companyUSD $700
Commission paid to Insurance BrokerUSD $6,274
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE PENSION STUDIO

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