401k Plan data: KERR GROUP, INC. RETIREMENT INCOME PLAN plan

KERR GROUP, INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	KERR GROUP, INC. RETIREMENT INCOME PLAN
Plan identification number	001

KERR GROUP, INC. RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KERR GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: KERR GROUP, INC.

Employer identification number (EIN): 950898810

NAIC Classification: 326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERR GROUP, INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 DAVID BERKMAN
001 2016-01-01 DAVID BERKMAN
001 2015-01-01 DAVID BERKMAN
001 2014-01-01 DAVID BERKMAN DAVID BERKMAN 2015-10-13
001 2013-01-01 JAMES TILL, EXECUTIVE VP
001 2012-01-01 MARK MILES, EXECUTIVE VP
001 2011-01-01 EDWARD STRATTON
001 2010-01-01 EDWARD STRATTON
001 2009-01-01 MARK MILES

Plan Statistics for KERR GROUP, INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for KERR GROUP, INC. RETIREMENT INCOME PLAN

Measure Date Value
2021: KERR GROUP, INC. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-09-30 2,744,894
Acturial value of plan assets 2021-09-30 2,758,166
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 2,391,963
Number of terminated vested participants 2021-09-30 1
Fundng target for terminated vested participants 2021-09-30 60,830
Active participant vested funding target 2021-09-30 0
Number of active participants 2021-09-30 0
Total funding liabilities for active participants 2021-09-30 0
Total participant count 2021-09-30 43
Total funding target for all participants 2021-09-30 2,452,793
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 0
Present value of excess contributions 2021-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 0
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 0
Total employer contributions 2021-09-30 348,803
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 334,199
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 21,000
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 0
Additional cash requirement 2021-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 334,199
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 43
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 0
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 0
Total of all active and inactive participants 2020-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 0
Market value of plan assets 2020-09-30 2,796,878
Acturial value of plan assets 2020-09-30 3,004,010
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 0
Number of terminated vested participants 2020-09-30 2
Fundng target for terminated vested participants 2020-09-30 122,469
Active participant vested funding target 2020-09-30 2,585,995
Number of active participants 2020-09-30 43
Total funding liabilities for active participants 2020-09-30 2,585,995
Total participant count 2020-09-30 45
Total funding target for all participants 2020-09-30 2,708,464
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 0
Present value of excess contributions 2020-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 0
Total employer contributions 2020-09-30 0
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 0
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 36,000
Net shortfall amortization installment of oustanding balance 2020-09-30 0
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 0
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 2020-09-30 0
Additional cash requirement 2020-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 45
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 0
Number of retired or separated participants receiving benefits 2019-10-01 40
Number of other retired or separated participants entitled to future benefits 2019-10-01 1
Total of all active and inactive participants 2019-10-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 2
Total participants 2019-10-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
Market value of plan assets 2019-09-30 3,052,312
Acturial value of plan assets 2019-09-30 3,261,297
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 2,597,558
Number of terminated vested participants 2019-09-30 2
Fundng target for terminated vested participants 2019-09-30 108,508
Active participant vested funding target 2019-09-30 0
Number of active participants 2019-09-30 0
Total funding liabilities for active participants 2019-09-30 0
Total participant count 2019-09-30 47
Total funding target for all participants 2019-09-30 2,706,066
Balance at beginning of prior year after applicable adjustments 2019-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-09-30 0
Prefunding balanced used to offset prior years funding requirement 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 0
Amount remaining of prefunding balance 2019-09-30 0
Present value of excess contributions 2019-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 0
Reductions in caryover balances due to elections or deemed elections 2019-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-09-30 0
Balance of carryovers at beginning of current year 2019-09-30 0
Balance of prefunding at beginning of current year 2019-09-30 0
Total employer contributions 2019-09-30 0
Total employee contributions 2019-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 0
Unpaid minimum required contributions for all prior years 2019-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-30 0
Remaining amount of unpaid minimum required contributions 2019-09-30 0
Minimum required contributions for current year target normal cost 2019-09-30 23,000
Net shortfall amortization installment of oustanding balance 2019-09-30 0
Waiver amortization installment 2019-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 0
Carryover balance elected to use to offset funding requirement 2019-09-30 0
Prefunding balance elected to use to offset funding requirement 2019-09-30 0
Additional cash requirement 2019-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for all years 2019-09-30 0
2018: KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 46
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 0
Number of retired or separated participants receiving benefits 2018-10-01 41
Number of other retired or separated participants entitled to future benefits 2018-10-01 2
Total of all active and inactive participants 2018-10-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 2
Total participants 2018-10-01 45
Number of participants with account balances 2018-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
Market value of plan assets 2018-09-30 3,459,165
Acturial value of plan assets 2018-09-30 3,418,296
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 2,579,799
Number of terminated vested participants 2018-09-30 3
Fundng target for terminated vested participants 2018-09-30 171,825
Active participant vested funding target 2018-09-30 0
Number of active participants 2018-09-30 0
Total funding liabilities for active participants 2018-09-30 0
Total participant count 2018-09-30 47
Total funding target for all participants 2018-09-30 2,751,624
Balance at beginning of prior year after applicable adjustments 2018-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 0
Amount remaining of prefunding balance 2018-09-30 0
Present value of excess contributions 2018-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 0
Total employer contributions 2018-09-30 0
Total employee contributions 2018-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 0
Unpaid minimum required contributions for all prior years 2018-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 14,000
Net shortfall amortization installment of oustanding balance 2018-09-30 0
Waiver amortization installment 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 0
Additional cash requirement 2018-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 47
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 0
Number of retired or separated participants receiving benefits 2017-10-01 43
Number of other retired or separated participants entitled to future benefits 2017-10-01 2
Total of all active and inactive participants 2017-10-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 1
Total participants 2017-10-01 46
Number of participants with account balances 2017-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
Market value of plan assets 2017-09-30 3,516,854
Acturial value of plan assets 2017-09-30 3,451,505
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 2,676,492
Number of terminated vested participants 2017-09-30 3
Fundng target for terminated vested participants 2017-09-30 165,214
Active participant vested funding target 2017-09-30 0
Number of active participants 2017-09-30 0
Total funding liabilities for active participants 2017-09-30 0
Total participant count 2017-09-30 48
Total funding target for all participants 2017-09-30 2,841,706
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 0
Present value of excess contributions 2017-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 0
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 0
Total employer contributions 2017-09-30 0
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 0
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 29,000
Net shortfall amortization installment of oustanding balance 2017-09-30 0
Waiver amortization installment 2017-09-30 0
Waived amount of outstanding balance 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 0
Carryover balance elected to use to offset funding requirement 2017-09-30 0
Prefunding balance elected to use to offset funding requirement 2017-09-30 0
Additional cash requirement 2017-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0
2016: KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 47
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 0
Number of retired or separated participants receiving benefits 2016-10-01 42
Number of other retired or separated participants entitled to future benefits 2016-10-01 3
Total of all active and inactive participants 2016-10-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 1
Total participants 2016-10-01 46
Market value of plan assets 2016-09-30 3,513,707
Acturial value of plan assets 2016-09-30 3,543,857
Funding target for retired participants and beneficiaries receiving payment 2016-09-30 2,681,177
Number of terminated vested participants 2016-09-30 4
Fundng target for terminated vested participants 2016-09-30 252,622
Active participant vested funding target 2016-09-30 0
Number of active participants 2016-09-30 0
Total funding liabilities for active participants 2016-09-30 0
Total participant count 2016-09-30 48
Total funding target for all participants 2016-09-30 2,933,799
Balance at beginning of prior year after applicable adjustments 2016-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-09-30 0
Prefunding balanced used to offset prior years funding requirement 2016-09-30 0
Amount remaining of carryover balance 2016-09-30 0
Amount remaining of prefunding balance 2016-09-30 0
Present value of excess contributions 2016-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-09-30 0
Reductions in caryover balances due to elections or deemed elections 2016-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2016-09-30 0
Balance of carryovers at beginning of current year 2016-09-30 0
Balance of prefunding at beginning of current year 2016-09-30 0
Total employer contributions 2016-09-30 0
Total employee contributions 2016-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2016-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-09-30 0
Unpaid minimum required contributions for all prior years 2016-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-09-30 0
Remaining amount of unpaid minimum required contributions 2016-09-30 0
Minimum required contributions for current year target normal cost 2016-09-30 22,500
Net shortfall amortization installment of oustanding balance 2016-09-30 0
Waiver amortization installment 2016-09-30 0
Waived amount of outstanding balance 2016-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2016-09-30 0
Carryover balance elected to use to offset funding requirement 2016-09-30 0
Prefunding balance elected to use to offset funding requirement 2016-09-30 0
Additional cash requirement 2016-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2016-09-30 0
Unpaid minimum required contributions for current year 2016-09-30 0
Unpaid minimum required contributions for all years 2016-09-30 0
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 43
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 44
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 45
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 43
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 39
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 38
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 49
2010: KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 33
Number of other retired or separated participants entitled to future benefits 2010-01-01 17
Total of all active and inactive participants 2010-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 29
Number of other retired or separated participants entitled to future benefits 2009-01-01 20
Total of all active and inactive participants 2009-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: KERR GROUP, INC. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-09-30	2,744,894
Acturial value of plan assets	2021-09-30	2,758,166
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	2,391,963
Number of terminated vested participants	2021-09-30	1
Fundng target for terminated vested participants	2021-09-30	60,830
Active participant vested funding target	2021-09-30	0
Number of active participants	2021-09-30	0
Total funding liabilities for active participants	2021-09-30	0
Total participant count	2021-09-30	43
Total funding target for all participants	2021-09-30	2,452,793
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	0
Present value of excess contributions	2021-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	0
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	0
Total employer contributions	2021-09-30	348,803
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	334,199
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	21,000
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	0
Additional cash requirement	2021-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	334,199
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	43
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	0
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	0
Total of all active and inactive participants	2020-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	0
Market value of plan assets	2020-09-30	2,796,878
Acturial value of plan assets	2020-09-30	3,004,010
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	0
Number of terminated vested participants	2020-09-30	2
Fundng target for terminated vested participants	2020-09-30	122,469
Active participant vested funding target	2020-09-30	2,585,995
Number of active participants	2020-09-30	43
Total funding liabilities for active participants	2020-09-30	2,585,995
Total participant count	2020-09-30	45
Total funding target for all participants	2020-09-30	2,708,464
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	0
Present value of excess contributions	2020-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	0
Total employer contributions	2020-09-30	0
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	0
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	36,000
Net shortfall amortization installment of oustanding balance	2020-09-30	0
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	0
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	2020-09-30	0
Additional cash requirement	2020-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	45
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	0
Number of retired or separated participants receiving benefits	2019-10-01	40
Number of other retired or separated participants entitled to future benefits	2019-10-01	1
Total of all active and inactive participants	2019-10-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	2
Total participants	2019-10-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
Market value of plan assets	2019-09-30	3,052,312
Acturial value of plan assets	2019-09-30	3,261,297
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	2,597,558
Number of terminated vested participants	2019-09-30	2
Fundng target for terminated vested participants	2019-09-30	108,508
Active participant vested funding target	2019-09-30	0
Number of active participants	2019-09-30	0
Total funding liabilities for active participants	2019-09-30	0
Total participant count	2019-09-30	47
Total funding target for all participants	2019-09-30	2,706,066
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-09-30	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	0
Present value of excess contributions	2019-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	2019-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	0
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	0
Total employer contributions	2019-09-30	0
Total employee contributions	2019-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	0
Unpaid minimum required contributions for all prior years	2019-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	23,000
Net shortfall amortization installment of oustanding balance	2019-09-30	0
Waiver amortization installment	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	0
Carryover balance elected to use to offset funding requirement	2019-09-30	0
Prefunding balance elected to use to offset funding requirement	2019-09-30	0
Additional cash requirement	2019-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	46
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	0
Number of retired or separated participants receiving benefits	2018-10-01	41
Number of other retired or separated participants entitled to future benefits	2018-10-01	2
Total of all active and inactive participants	2018-10-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	2
Total participants	2018-10-01	45
Number of participants with account balances	2018-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
Market value of plan assets	2018-09-30	3,459,165
Acturial value of plan assets	2018-09-30	3,418,296
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	2,579,799
Number of terminated vested participants	2018-09-30	3
Fundng target for terminated vested participants	2018-09-30	171,825
Active participant vested funding target	2018-09-30	0
Number of active participants	2018-09-30	0
Total funding liabilities for active participants	2018-09-30	0
Total participant count	2018-09-30	47
Total funding target for all participants	2018-09-30	2,751,624
Balance at beginning of prior year after applicable adjustments	2018-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	0
Amount remaining of prefunding balance	2018-09-30	0
Present value of excess contributions	2018-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	0
Total employer contributions	2018-09-30	0
Total employee contributions	2018-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	0
Unpaid minimum required contributions for all prior years	2018-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	14,000
Net shortfall amortization installment of oustanding balance	2018-09-30	0
Waiver amortization installment	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	0
Additional cash requirement	2018-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	47
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	0
Number of retired or separated participants receiving benefits	2017-10-01	43
Number of other retired or separated participants entitled to future benefits	2017-10-01	2
Total of all active and inactive participants	2017-10-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	1
Total participants	2017-10-01	46
Number of participants with account balances	2017-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
Market value of plan assets	2017-09-30	3,516,854
Acturial value of plan assets	2017-09-30	3,451,505
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	2,676,492
Number of terminated vested participants	2017-09-30	3
Fundng target for terminated vested participants	2017-09-30	165,214
Active participant vested funding target	2017-09-30	0
Number of active participants	2017-09-30	0
Total funding liabilities for active participants	2017-09-30	0
Total participant count	2017-09-30	48
Total funding target for all participants	2017-09-30	2,841,706
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	0
Present value of excess contributions	2017-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	0
Total employer contributions	2017-09-30	0
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	0
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	29,000
Net shortfall amortization installment of oustanding balance	2017-09-30	0
Waiver amortization installment	2017-09-30	0
Waived amount of outstanding balance	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	0
Carryover balance elected to use to offset funding requirement	2017-09-30	0
Prefunding balance elected to use to offset funding requirement	2017-09-30	0
Additional cash requirement	2017-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2016: KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	47
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	0
Number of retired or separated participants receiving benefits	2016-10-01	42
Number of other retired or separated participants entitled to future benefits	2016-10-01	3
Total of all active and inactive participants	2016-10-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	1
Total participants	2016-10-01	46
Market value of plan assets	2016-09-30	3,513,707
Acturial value of plan assets	2016-09-30	3,543,857
Funding target for retired participants and beneficiaries receiving payment	2016-09-30	2,681,177
Number of terminated vested participants	2016-09-30	4
Fundng target for terminated vested participants	2016-09-30	252,622
Active participant vested funding target	2016-09-30	0
Number of active participants	2016-09-30	0
Total funding liabilities for active participants	2016-09-30	0
Total participant count	2016-09-30	48
Total funding target for all participants	2016-09-30	2,933,799
Balance at beginning of prior year after applicable adjustments	2016-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-09-30	0
Prefunding balanced used to offset prior years funding requirement	2016-09-30	0
Amount remaining of carryover balance	2016-09-30	0
Amount remaining of prefunding balance	2016-09-30	0
Present value of excess contributions	2016-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-09-30	0
Reductions in caryover balances due to elections or deemed elections	2016-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2016-09-30	0
Balance of carryovers at beginning of current year	2016-09-30	0
Balance of prefunding at beginning of current year	2016-09-30	0
Total employer contributions	2016-09-30	0
Total employee contributions	2016-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2016-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-09-30	0
Unpaid minimum required contributions for all prior years	2016-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-09-30	0
Remaining amount of unpaid minimum required contributions	2016-09-30	0
Minimum required contributions for current year target normal cost	2016-09-30	22,500
Net shortfall amortization installment of oustanding balance	2016-09-30	0
Waiver amortization installment	2016-09-30	0
Waived amount of outstanding balance	2016-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2016-09-30	0
Carryover balance elected to use to offset funding requirement	2016-09-30	0
Prefunding balance elected to use to offset funding requirement	2016-09-30	0
Additional cash requirement	2016-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2016-09-30	0
Unpaid minimum required contributions for current year	2016-09-30	0
Unpaid minimum required contributions for all years	2016-09-30	0
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	43
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	44
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	45
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	43
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	39
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	38
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	49
2010: KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	33
Number of other retired or separated participants entitled to future benefits	2010-01-01	17
Total of all active and inactive participants	2010-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	29
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KERR GROUP, INC. RETIREMENT INCOME PLAN

Measure	Date	Value
2021 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-09-30	$0
Total plan liabilities at beginning of year	2021-09-30	$0
Total income from all sources	2021-09-30	$542,842
Expenses. Total of all expenses incurred	2021-09-30	$3,287,736
Benefits paid (including direct rollovers)	2021-09-30	$3,261,027
Total plan assets at end of year	2021-09-30	$0
Total plan assets at beginning of year	2021-09-30	$2,744,894
Value of fidelity bond covering the plan	2021-09-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-09-30	$10,544
Other income received	2021-09-30	$194,039
Net income (gross income less expenses)	2021-09-30	$-2,744,894
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$2,744,894
Total contributions received or receivable from employer(s)	2021-09-30	$348,803
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$16,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$215,818
Expenses. Total of all expenses incurred	2020-09-30	$267,802
Benefits paid (including direct rollovers)	2020-09-30	$245,311
Total plan assets at end of year	2020-09-30	$2,744,894
Total plan assets at beginning of year	2020-09-30	$2,796,878
Value of fidelity bond covering the plan	2020-09-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-09-30	$12,716
Other income received	2020-09-30	$215,818
Net income (gross income less expenses)	2020-09-30	$-51,984
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$2,744,894
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$2,796,878
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$9,775
2019 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$22,895
Expenses. Total of all expenses incurred	2019-09-30	$278,329
Benefits paid (including direct rollovers)	2019-09-30	$251,737
Total plan assets at end of year	2019-09-30	$2,796,878
Total plan assets at beginning of year	2019-09-30	$3,052,312
Value of fidelity bond covering the plan	2019-09-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-09-30	$3,556
Other income received	2019-09-30	$22,895
Net income (gross income less expenses)	2019-09-30	$-255,434
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$2,796,878
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$3,052,312
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$23,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$6,760
Total income from all sources	2017-09-30	$211,317
Expenses. Total of all expenses incurred	2017-09-30	$269,006
Benefits paid (including direct rollovers)	2017-09-30	$252,897
Total plan assets at end of year	2017-09-30	$3,459,165
Total plan assets at beginning of year	2017-09-30	$3,523,614
Value of fidelity bond covering the plan	2017-09-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-09-30	$5,312
Other income received	2017-09-30	$211,317
Net income (gross income less expenses)	2017-09-30	$-57,689
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$3,459,165
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$3,516,854
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$10,797
2016 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-09-30	$6,760
Total plan liabilities at beginning of year	2016-09-30	$6,760
Total income from all sources	2016-09-30	$217,042
Expenses. Total of all expenses incurred	2016-09-30	$213,895
Benefits paid (including direct rollovers)	2016-09-30	$196,771
Total plan assets at end of year	2016-09-30	$3,523,614
Total plan assets at beginning of year	2016-09-30	$3,520,467
Value of fidelity bond covering the plan	2016-09-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-09-30	$2,736
Other income received	2016-09-30	$217,042
Net income (gross income less expenses)	2016-09-30	$3,147
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$3,516,854
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$3,513,707
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$14,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$6,760
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$129,434
Expenses. Total of all expenses incurred	2015-12-31	$280,221
Benefits paid (including direct rollovers)	2015-12-31	$261,775
Total plan assets at end of year	2015-12-31	$3,520,467
Total plan assets at beginning of year	2015-12-31	$3,664,494
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,793
Other income received	2015-12-31	$129,434
Net income (gross income less expenses)	2015-12-31	$-150,787
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,513,707
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,664,494
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$385,361
Expenses. Total of all expenses incurred	2014-12-31	$291,221
Benefits paid (including direct rollovers)	2014-12-31	$260,646
Total plan assets at end of year	2014-12-31	$3,664,494
Total plan assets at beginning of year	2014-12-31	$3,570,354
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$285,361
Net income (gross income less expenses)	2014-12-31	$94,140
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,664,494
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,570,354
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$30,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$736,705
Expenses. Total of all expenses incurred	2013-12-31	$274,522
Benefits paid (including direct rollovers)	2013-12-31	$252,090
Total plan assets at end of year	2013-12-31	$3,570,354
Total plan assets at beginning of year	2013-12-31	$3,108,171
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$556,705
Net income (gross income less expenses)	2013-12-31	$462,183
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,570,354
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,108,171
Total contributions received or receivable from employer(s)	2013-12-31	$180,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$22,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$618,239
Expenses. Total of all expenses incurred	2012-12-31	$265,339
Benefits paid (including direct rollovers)	2012-12-31	$236,109
Total plan assets at end of year	2012-12-31	$3,108,171
Total plan assets at beginning of year	2012-12-31	$2,755,271
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$358,239
Net income (gross income less expenses)	2012-12-31	$352,900
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,108,171
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,755,271
Total contributions received or receivable from employer(s)	2012-12-31	$260,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$29,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$249,611
Expenses. Total of all expenses incurred	2011-12-31	$271,317
Benefits paid (including direct rollovers)	2011-12-31	$225,142
Total plan assets at end of year	2011-12-31	$2,755,271
Total plan assets at beginning of year	2011-12-31	$2,776,977
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$-389
Net income (gross income less expenses)	2011-12-31	$-21,706
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,755,271
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,776,977
Total contributions received or receivable from employer(s)	2011-12-31	$250,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$46,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$523,461
Expenses. Total of all expenses incurred	2010-12-31	$227,267
Benefits paid (including direct rollovers)	2010-12-31	$181,676
Total plan assets at end of year	2010-12-31	$2,776,977
Total plan assets at beginning of year	2010-12-31	$2,480,783
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$323,461
Net income (gross income less expenses)	2010-12-31	$296,194
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,776,977
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,480,783
Total contributions received or receivable from employer(s)	2010-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$45,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KERR GROUP, INC. RETIREMENT INCOME PLAN

2020: KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	Yes
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KERR GROUP, INC.
Employer identification number (EIN):	950898810
NAIC Classification:	326100