KNAPP, PETERSEN & CLARKE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KNAPP, PETERSEN & CLARKE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-26 | 892935 |
| Net assets as of the end of the plan year | 2025-07-26 | 22365321 |
| Total assets as of the beginning of the plan year | 2025-07-26 | 20168297 |
| Value of plan covered by a fidelity bond | 2025-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-26 | 557169 |
| Value of participant loans at end of plan year | 2025-07-26 | 166166 |
| Other income to plan in this plan year | 2025-07-26 | 2410558 |
| Plan net income in this plan year | 2025-07-26 | 2197024 |
| Net assets as of the end of the plan year | 2025-07-26 | 22365321 |
| Net assets as of the beginning of the plan year | 2025-07-26 | 20168297 |
| Employer contributions to plan in this plan year | 2025-07-26 | 122232 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-26 | 642 |
| 2024 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-25 | 618680 |
| Net assets as of the end of the plan year | 2024-04-25 | 20168297 |
| Total assets as of the beginning of the plan year | 2024-04-25 | 17552003 |
| Value of plan covered by a fidelity bond | 2024-04-25 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-25 | 536168 |
| Value of participant loans at end of plan year | 2024-04-25 | 146513 |
| Other expenses paid from plan in this plan year | 2024-04-25 | 0 |
| Other contributions to plan in this plan year | 2024-04-25 | 233160 |
| Other income to plan in this plan year | 2024-04-25 | 2335308 |
| Plan net income in this plan year | 2024-04-25 | 2616294 |
| Net assets as of the end of the plan year | 2024-04-25 | 20168297 |
| Net assets as of the beginning of the plan year | 2024-04-25 | 17552003 |
| Employer contributions to plan in this plan year | 2024-04-25 | 130338 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-25 | 580 |
| 2013 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,110,104 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $120,887 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $81,299 |
| Total plan assets at end of year | 2013-12-31 | $11,944,237 |
| Total plan assets at beginning of year | 2013-12-31 | $9,955,020 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $525,353 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $1,560,748 |
| Net income (gross income less expenses) | 2013-12-31 | $1,989,217 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,944,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,955,020 |
| Assets. Value of participant loans | 2013-12-31 | $146,839 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $24,003 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $37,613 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,975 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,403,308 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $498,391 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $497,001 |
| Total plan assets at end of year | 2012-12-31 | $9,955,020 |
| Total plan assets at beginning of year | 2012-12-31 | $9,050,103 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $522,015 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $857,286 |
| Net income (gross income less expenses) | 2012-12-31 | $904,917 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,955,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,050,103 |
| Assets. Value of participant loans | 2012-12-31 | $140,914 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $24,007 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,390 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $619,589 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $437,344 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $432,521 |
| Total plan assets at end of year | 2011-12-31 | $9,050,103 |
| Total plan assets at beginning of year | 2011-12-31 | $8,867,858 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $527,323 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $68,260 |
| Net income (gross income less expenses) | 2011-12-31 | $182,245 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,050,103 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,867,858 |
| Assets. Value of participant loans | 2011-12-31 | $151,539 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,006 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $3,203 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,620 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,283,409 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $31,134 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $29,457 |
| Total plan assets at end of year | 2010-12-31 | $8,867,858 |
| Total plan assets at beginning of year | 2010-12-31 | $7,615,583 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $526,407 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $732,922 |
| Net income (gross income less expenses) | 2010-12-31 | $1,252,275 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,867,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,615,583 |
| Assets. Value of participant loans | 2010-12-31 | $142,384 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $24,080 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $77 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : KNAPP, PETERSEN & CLARKE RETIREMENT 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 |
| 2013: KNAPP, PETERSEN & CLARKE RETIREMENT 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 | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KNAPP, PETERSEN & CLARKE RETIREMENT 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 | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KNAPP, PETERSEN & CLARKE RETIREMENT 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 | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: KNAPP, PETERSEN & CLARKE RETIREMENT 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 | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KNAPP, PETERSEN & CLARKE RETIREMENT 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 | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
