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KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN
Plan identification number 001

KILMER, KILMER, MARSHALL, DURAN 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

KILMER KILMER MARSHALL DURAN INC PS has sponsored the creation of one or more 401k plans.

Company Name:KILMER KILMER MARSHALL DURAN INC PS
Employer identification number (EIN):850419975
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RANDALL MARSHALL2023-03-10 RANDALL MARSHALL2023-03-10
0012021-01-01RICHARD KILMER2022-04-13 RICHARD KILMER2022-04-13
0012020-01-01RICHARD KILMER2021-10-07 RICHARD KILMER2021-10-07
0012018-01-01RICHARD KILMER2019-06-18 RICHARD KILMER2019-06-18
0012017-01-01RICHARD KILMER2018-05-03 RICHARD KILMER2018-05-03
0012016-01-01RICHARD KILMER2017-04-14 RICHARD KILMER2017-04-14
0012015-01-01RICHARD KILMER2016-10-03 RICHARD KILMER2016-10-03
0012014-01-01RICHARD KILMER
0012013-01-01BRENDA KILMER
0012012-01-01BRENDA KILMER
0012011-04-01BRENDA KILMER
0012010-04-01BRENDA KILMER
0012009-04-01BRENDA KILMER

Plan Statistics for KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0113
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-018
2012: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0110
Total number of active participants reported on line 7a of the Form 55002011-04-018
Number of other retired or separated participants entitled to future benefits2011-04-011
Total of all active and inactive participants2011-04-019
Total participants2011-04-019
Number of participants with account balances2011-04-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-012
2010: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-0112
Total number of active participants reported on line 7a of the Form 55002010-04-017
Number of retired or separated participants receiving benefits2010-04-011
Number of other retired or separated participants entitled to future benefits2010-04-013
Total of all active and inactive participants2010-04-0111
Total participants2010-04-0111
Number of participants with account balances2010-04-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-013
2009: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0111
Total number of active participants reported on line 7a of the Form 55002009-04-0112
Total of all active and inactive participants2009-04-0112
Total participants2009-04-0112
Number of participants with account balances2009-04-0112

Financial Data on KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$174,309
Expenses. Total of all expenses incurred2014-12-31$17,291
Total plan assets at end of year2014-12-31$1,993,784
Total plan assets at beginning of year2014-12-31$1,836,766
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$82,831
Expenses. Other expenses not covered elsewhere2014-12-31$17,291
Other income received2014-12-31$18,190
Net income (gross income less expenses)2014-12-31$157,018
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,993,784
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,836,766
Total contributions received or receivable from employer(s)2014-12-31$73,288
2013 : KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$417,139
Expenses. Total of all expenses incurred2013-12-31$15,982
Total plan assets at end of year2013-12-31$1,836,766
Total plan assets at beginning of year2013-12-31$1,435,609
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$91,576
Expenses. Other expenses not covered elsewhere2013-12-31$15,982
Other income received2013-12-31$294,736
Net income (gross income less expenses)2013-12-31$401,157
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,836,766
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,435,609
Total contributions received or receivable from employer(s)2013-12-31$30,827
2012 : KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$261,299
Expenses. Total of all expenses incurred2012-12-31$25,310
Benefits paid (including direct rollovers)2012-12-31$12,329
Total plan assets at end of year2012-12-31$1,435,609
Total plan assets at beginning of year2012-12-31$1,199,620
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$86,735
Expenses. Other expenses not covered elsewhere2012-12-31$12,981
Other income received2012-12-31$152,880
Net income (gross income less expenses)2012-12-31$235,989
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,435,609
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,199,620
Total contributions received or receivable from employer(s)2012-12-31$21,684
2011 : KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,771
Expenses. Total of all expenses incurred2011-12-31$113,668
Benefits paid (including direct rollovers)2011-12-31$102,768
Total plan assets at end of year2011-12-31$1,199,620
Total plan assets at beginning of year2011-12-31$1,262,517
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$37,950
Expenses. Other expenses not covered elsewhere2011-12-31$10,900
Other income received2011-12-31$-96,666
Net income (gross income less expenses)2011-12-31$-62,897
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,199,620
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,262,517
Total contributions received or receivable from employer(s)2011-12-31$109,487
Total income from all sources2011-03-31$231,078
Expenses. Total of all expenses incurred2011-03-31$28,235
Benefits paid (including direct rollovers)2011-03-31$17,034
Total plan assets at end of year2011-03-31$1,262,517
Total plan assets at beginning of year2011-03-31$1,059,674
Value of fidelity bond covering the plan2011-03-31$200,000
Total contributions received or receivable from participants2011-03-31$62,257
Expenses. Other expenses not covered elsewhere2011-03-31$11,201
Other income received2011-03-31$154,887
Net income (gross income less expenses)2011-03-31$202,843
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,262,517
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,059,674
Total contributions received or receivable from employer(s)2011-03-31$13,934

Form 5500 Responses for KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN

2014: KILMER, KILMER, MARSHALL, DURAN 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: KILMER, KILMER, MARSHALL, DURAN 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: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: KILMER, KILMER, MARSHALL, DURAN 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan 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 number55838
Policy instance 1
Insurance contract or identification number55838
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,018
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INTEREST
Commission paid to Insurance BrokerUSD $2,411
Insurance broker organization code?4
Insurance broker nameRBC CAPITAL MARKETS CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55838
Policy instance 1
Insurance contract or identification number55838
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,179
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INTEREST
Commission paid to Insurance BrokerUSD $1,907
Insurance broker organization code?4
Insurance broker nameRBC CAPITAL MARKETS CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55838
Policy instance 1
Insurance contract or identification number55838
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $2,437
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INTEREST
Amount paid for insurance broker fees487
Insurance broker organization code?4
Insurance broker nameRBC CAPITAL MARKETS CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55838
Policy instance 1
Insurance contract or identification number55838
Number of Individuals Covered9
Insurance policy start date2011-04-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $1,715
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INTEREST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55838
Policy instance 1
Insurance contract or identification number55838
Number of Individuals Covered10
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $1,997
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INTEREST
Commission paid to Insurance BrokerUSD $399
Insurance broker organization code?4
Insurance broker nameRBC CAPITAL MARKETS CORPORATION

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