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Plan Name | KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | KERNS AND ASSOCIATES, INC. |
Employer identification number (EIN): | 953774572 |
NAIC Classification: | 541800 |
Additional information about KERNS AND ASSOCIATES, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2004-02-02 |
Company Identification Number: | 0610366 |
Legal Registered Office Address: |
P O BOX 7 PO BOX 7 BERRYVILLE United States of America (USA) 22611 |
More information about KERNS AND ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-03-01 | JEFFREY KERNS | 2023-12-01 | JEFFREY KERNS | 2023-12-01 |
001 | 2021-03-01 | JEFFREY KERNS | 2022-07-23 | JEFFREY KERNS | 2022-07-23 |
001 | 2020-03-01 | JEFFREY KERNS | 2021-12-10 | JEFFREY KERNS | 2021-12-10 |
001 | 2019-03-01 | JEFFREY KERNS | 2020-12-14 | JEFFREY KERNS | 2020-12-14 |
001 | 2019-03-01 | JEFFREY KERNS | 2021-12-15 | JEFFREY KERNS | 2021-12-15 |
001 | 2018-03-01 | JEFFREY KERNS | 2019-12-06 | JEFFREY KERNS | 2019-12-06 |
001 | 2017-03-01 | ||||
001 | 2016-03-01 | ||||
001 | 2016-03-01 | ||||
001 | 2016-03-01 | JEFFREY KERNS | 2018-12-10 | ||
001 | 2015-03-01 | ||||
001 | 2014-03-01 | ||||
001 | 2013-03-01 | ||||
001 | 2012-03-01 | JEFFREY KERNS | JEFFREY KERNS | 2013-12-16 | |
001 | 2011-03-01 | JEFFREY KERNS | JEFFREY KERNS | 2012-12-17 | |
001 | 2010-03-01 | JEFFREY KERNS | |||
001 | 2009-03-01 | JEFFREY KERNS |
Measure | Date | Value |
---|---|---|
2023: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2023 401k membership | ||
Market value of plan assets | 2023-02-28 | 1,048,400 |
Acturial value of plan assets | 2023-02-28 | 1,048,400 |
Funding target for retired participants and beneficiaries receiving payment | 2023-02-28 | 0 |
Number of terminated vested participants | 2023-02-28 | 1 |
Fundng target for terminated vested participants | 2023-02-28 | 106,773 |
Active participant vested funding target | 2023-02-28 | 879,629 |
Number of active participants | 2023-02-28 | 1 |
Total funding liabilities for active participants | 2023-02-28 | 879,629 |
Total participant count | 2023-02-28 | 2 |
Total funding target for all participants | 2023-02-28 | 986,402 |
Balance at beginning of prior year after applicable adjustments | 2023-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-02-28 | 0 |
Amount remaining of carryover balance | 2023-02-28 | 0 |
Amount remaining of prefunding balance | 2023-02-28 | 0 |
Present value of excess contributions | 2023-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-02-28 | 0 |
Balance of carryovers at beginning of current year | 2023-02-28 | 0 |
Balance of prefunding at beginning of current year | 2023-02-28 | 0 |
Total employer contributions | 2023-02-28 | 0 |
Total employee contributions | 2023-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2023-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2023-02-28 | 0 |
Net shortfall amortization installment of oustanding balance | 2023-02-28 | 0 |
Waiver amortization installment | 2023-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-02-28 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-02-28 | 0 |
Additional cash requirement | 2023-02-28 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-02-28 | 0 |
Unpaid minimum required contributions for current year | 2023-02-28 | 0 |
Unpaid minimum required contributions for all years | 2023-02-28 | 0 |
2022: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 1 |
Total of all active and inactive participants | 2022-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-03-01 | 0 |
Total participants | 2022-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-03-01 | 0 |
Market value of plan assets | 2022-02-28 | 1,059,900 |
Acturial value of plan assets | 2022-02-28 | 1,059,900 |
Funding target for retired participants and beneficiaries receiving payment | 2022-02-28 | 0 |
Number of terminated vested participants | 2022-02-28 | 1 |
Fundng target for terminated vested participants | 2022-02-28 | 98,000 |
Active participant vested funding target | 2022-02-28 | 900,487 |
Number of active participants | 2022-02-28 | 1 |
Total funding liabilities for active participants | 2022-02-28 | 900,487 |
Total participant count | 2022-02-28 | 2 |
Total funding target for all participants | 2022-02-28 | 998,487 |
Balance at beginning of prior year after applicable adjustments | 2022-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-02-28 | 0 |
Amount remaining of carryover balance | 2022-02-28 | 0 |
Amount remaining of prefunding balance | 2022-02-28 | 0 |
Present value of excess contributions | 2022-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-02-28 | 0 |
Balance of carryovers at beginning of current year | 2022-02-28 | 0 |
Balance of prefunding at beginning of current year | 2022-02-28 | 0 |
Total employer contributions | 2022-02-28 | 0 |
Total employee contributions | 2022-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2022-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2022-02-28 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-02-28 | 0 |
Waiver amortization installment | 2022-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-02-28 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-02-28 | 0 |
Additional cash requirement | 2022-02-28 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-02-28 | 0 |
Unpaid minimum required contributions for current year | 2022-02-28 | 0 |
Unpaid minimum required contributions for all years | 2022-02-28 | 0 |
2021: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2021-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 1 |
Total of all active and inactive participants | 2021-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-03-01 | 0 |
Total participants | 2021-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-03-01 | 0 |
Market value of plan assets | 2021-02-28 | 1,061,935 |
Acturial value of plan assets | 2021-02-28 | 1,061,935 |
Funding target for retired participants and beneficiaries receiving payment | 2021-02-28 | 0 |
Number of terminated vested participants | 2021-02-28 | 1 |
Fundng target for terminated vested participants | 2021-02-28 | 90,594 |
Active participant vested funding target | 2021-02-28 | 922,959 |
Number of active participants | 2021-02-28 | 1 |
Total funding liabilities for active participants | 2021-02-28 | 922,959 |
Total participant count | 2021-02-28 | 2 |
Total funding target for all participants | 2021-02-28 | 1,013,553 |
Balance at beginning of prior year after applicable adjustments | 2021-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-02-28 | 0 |
Amount remaining of carryover balance | 2021-02-28 | 0 |
Amount remaining of prefunding balance | 2021-02-28 | 0 |
Present value of excess contributions | 2021-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-02-28 | 0 |
Balance of carryovers at beginning of current year | 2021-02-28 | 0 |
Balance of prefunding at beginning of current year | 2021-02-28 | 0 |
Total employer contributions | 2021-02-28 | 0 |
Total employee contributions | 2021-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2021-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2021-02-28 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-02-28 | 0 |
Waiver amortization installment | 2021-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-02-28 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-02-28 | 0 |
Additional cash requirement | 2021-02-28 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-02-28 | 0 |
Unpaid minimum required contributions for current year | 2021-02-28 | 0 |
Unpaid minimum required contributions for all years | 2021-02-28 | 0 |
2020: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 1 |
Total of all active and inactive participants | 2020-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-03-01 | 0 |
Total participants | 2020-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-03-01 | 0 |
Market value of plan assets | 2020-02-29 | 1,072,935 |
Acturial value of plan assets | 2020-02-29 | 1,072,935 |
Funding target for retired participants and beneficiaries receiving payment | 2020-02-29 | 0 |
Number of terminated vested participants | 2020-02-29 | 1 |
Fundng target for terminated vested participants | 2020-02-29 | 87,478 |
Active participant vested funding target | 2020-02-29 | 971,806 |
Number of active participants | 2020-02-29 | 1 |
Total funding liabilities for active participants | 2020-02-29 | 971,806 |
Total participant count | 2020-02-29 | 2 |
Total funding target for all participants | 2020-02-29 | 1,059,284 |
Balance at beginning of prior year after applicable adjustments | 2020-02-29 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-02-29 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-02-29 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-02-29 | 0 |
Amount remaining of carryover balance | 2020-02-29 | 0 |
Amount remaining of prefunding balance | 2020-02-29 | 0 |
Present value of excess contributions | 2020-02-29 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-02-29 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-02-29 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-02-29 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-02-29 | 0 |
Balance of carryovers at beginning of current year | 2020-02-29 | 0 |
Balance of prefunding at beginning of current year | 2020-02-29 | 0 |
Total employer contributions | 2020-02-29 | 0 |
Total employee contributions | 2020-02-29 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-02-29 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-02-29 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-02-29 | 0 |
Unpaid minimum required contributions for all prior years | 2020-02-29 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-02-29 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-02-29 | 0 |
Minimum required contributions for current year target normal cost | 2020-02-29 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-02-29 | 0 |
Waiver amortization installment | 2020-02-29 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-02-29 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-02-29 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-02-29 | 0 |
Additional cash requirement | 2020-02-29 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-02-29 | 0 |
Unpaid minimum required contributions for current year | 2020-02-29 | 0 |
Unpaid minimum required contributions for all years | 2020-02-29 | 0 |
2019: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 1 |
Total of all active and inactive participants | 2019-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-03-01 | 0 |
Total participants | 2019-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-03-01 | 0 |
Market value of plan assets | 2019-02-28 | 1,082,735 |
Acturial value of plan assets | 2019-02-28 | 1,082,735 |
Funding target for retired participants and beneficiaries receiving payment | 2019-02-28 | 0 |
Number of terminated vested participants | 2019-02-28 | 1 |
Fundng target for terminated vested participants | 2019-02-28 | 80,427 |
Active participant vested funding target | 2019-02-28 | 927,683 |
Number of active participants | 2019-02-28 | 1 |
Total funding liabilities for active participants | 2019-02-28 | 927,683 |
Total participant count | 2019-02-28 | 2 |
Total funding target for all participants | 2019-02-28 | 1,008,110 |
Balance at beginning of prior year after applicable adjustments | 2019-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-02-28 | 0 |
Amount remaining of carryover balance | 2019-02-28 | 0 |
Amount remaining of prefunding balance | 2019-02-28 | 0 |
Present value of excess contributions | 2019-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-02-28 | 0 |
Balance of carryovers at beginning of current year | 2019-02-28 | 0 |
Balance of prefunding at beginning of current year | 2019-02-28 | 0 |
Total employer contributions | 2019-02-28 | 0 |
Total employee contributions | 2019-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2019-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2019-02-28 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-02-28 | 0 |
Waiver amortization installment | 2019-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-02-28 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-02-28 | 0 |
Additional cash requirement | 2019-02-28 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-02-28 | 0 |
Unpaid minimum required contributions for current year | 2019-02-28 | 0 |
Unpaid minimum required contributions for all years | 2019-02-28 | 0 |
2018: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 1 |
Total of all active and inactive participants | 2018-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-03-01 | 0 |
Total participants | 2018-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-03-01 | 0 |
Market value of plan assets | 2018-02-28 | 1,101,353 |
Acturial value of plan assets | 2018-02-28 | 1,101,353 |
Funding target for retired participants and beneficiaries receiving payment | 2018-02-28 | 0 |
Number of terminated vested participants | 2018-02-28 | 1 |
Fundng target for terminated vested participants | 2018-02-28 | 71,943 |
Active participant vested funding target | 2018-02-28 | 986,440 |
Number of active participants | 2018-02-28 | 1 |
Total funding liabilities for active participants | 2018-02-28 | 986,440 |
Total participant count | 2018-02-28 | 2 |
Total funding target for all participants | 2018-02-28 | 1,058,383 |
Balance at beginning of prior year after applicable adjustments | 2018-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-02-28 | 0 |
Amount remaining of carryover balance | 2018-02-28 | 0 |
Amount remaining of prefunding balance | 2018-02-28 | 0 |
Present value of excess contributions | 2018-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-02-28 | 0 |
Balance of carryovers at beginning of current year | 2018-02-28 | 0 |
Balance of prefunding at beginning of current year | 2018-02-28 | 0 |
Total employer contributions | 2018-02-28 | 0 |
Total employee contributions | 2018-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2018-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2018-02-28 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-02-28 | 0 |
Waiver amortization installment | 2018-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-02-28 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-02-28 | 0 |
Additional cash requirement | 2018-02-28 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-02-28 | 0 |
Unpaid minimum required contributions for current year | 2018-02-28 | 0 |
Unpaid minimum required contributions for all years | 2018-02-28 | 0 |
2017: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 1 |
Total of all active and inactive participants | 2017-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-03-01 | 0 |
Total participants | 2017-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-03-01 | 0 |
Market value of plan assets | 2017-02-28 | 1,534,450 |
Acturial value of plan assets | 2017-02-28 | 1,534,450 |
Funding target for retired participants and beneficiaries receiving payment | 2017-02-28 | 0 |
Number of terminated vested participants | 2017-02-28 | 1 |
Fundng target for terminated vested participants | 2017-02-28 | 65,279 |
Active participant vested funding target | 2017-02-28 | 1,067,057 |
Number of active participants | 2017-02-28 | 1 |
Total funding liabilities for active participants | 2017-02-28 | 1,067,057 |
Total participant count | 2017-02-28 | 2 |
Total funding target for all participants | 2017-02-28 | 1,132,336 |
Balance at beginning of prior year after applicable adjustments | 2017-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-02-28 | 0 |
Amount remaining of carryover balance | 2017-02-28 | 0 |
Amount remaining of prefunding balance | 2017-02-28 | 0 |
Present value of excess contributions | 2017-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-02-28 | 0 |
Balance of carryovers at beginning of current year | 2017-02-28 | 0 |
Balance of prefunding at beginning of current year | 2017-02-28 | 0 |
Total employer contributions | 2017-02-28 | 0 |
Total employee contributions | 2017-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-02-28 | 0 |
Unpaid minimum required contributions for all prior years | 2017-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2017-02-28 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-02-28 | 0 |
Waiver amortization installment | 2017-02-28 | 0 |
Waived amount of outstanding balance | 2017-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-02-28 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-02-28 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-02-28 | 0 |
Additional cash requirement | 2017-02-28 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-02-28 | 0 |
Unpaid minimum required contributions for current year | 2017-02-28 | 0 |
Unpaid minimum required contributions for all years | 2017-02-28 | 0 |
2016: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 1 |
Total of all active and inactive participants | 2016-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-03-01 | 0 |
Total participants | 2016-03-01 | 2 |
2015: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 1 |
Total of all active and inactive participants | 2015-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-03-01 | 0 |
Total participants | 2015-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-03-01 | 0 |
2014: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 1 |
Total of all active and inactive participants | 2014-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-03-01 | 0 |
Total participants | 2014-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-03-01 | 0 |
2013: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 1 |
Total of all active and inactive participants | 2013-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 0 |
Total participants | 2013-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 0 |
2012: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-03-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 0 |
Total of all active and inactive participants | 2012-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 0 |
Total participants | 2012-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 0 |
2011: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 1 |
Number of retired or separated participants receiving benefits | 2011-03-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
Total of all active and inactive participants | 2011-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
Total participants | 2011-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
2010: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 0 |
Total of all active and inactive participants | 2010-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 0 |
Total participants | 2010-03-01 | 2 |
Number of participants with account balances | 2010-03-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-03-01 | 0 |
2009: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-03-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 0 |
Total of all active and inactive participants | 2009-03-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
Total participants | 2009-03-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2023 401k financial data | ||
Transfers to/from the plan | 2023-02-28 | $0 |
Total plan liabilities at end of year | 2023-02-28 | $0 |
Total plan liabilities at beginning of year | 2023-02-28 | $0 |
Total income from all sources | 2023-02-28 | $0 |
Expenses. Total of all expenses incurred | 2023-02-28 | $0 |
Benefits paid (including direct rollovers) | 2023-02-28 | $0 |
Total plan assets at end of year | 2023-02-28 | $1,048,400 |
Total plan assets at beginning of year | 2023-02-28 | $1,048,400 |
Assets. Value of tangible personal property | 2023-02-28 | $1,038,950 |
Total contributions received or receivable from participants | 2023-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2023-02-28 | $0 |
Other income received | 2023-02-28 | $0 |
Noncash contributions received | 2023-02-28 | $0 |
Net income (gross income less expenses) | 2023-02-28 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $1,048,400 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $1,048,400 |
Total contributions received or receivable from employer(s) | 2023-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2023-02-28 | $0 |
Value of corrective distributions | 2023-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-02-28 | $0 |
2022 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-02-28 | $0 |
Total plan liabilities at beginning of year | 2022-02-28 | $0 |
Total income from all sources | 2022-02-28 | $0 |
Expenses. Total of all expenses incurred | 2022-02-28 | $11,500 |
Benefits paid (including direct rollovers) | 2022-02-28 | $11,500 |
Total plan assets at end of year | 2022-02-28 | $1,048,400 |
Total plan assets at beginning of year | 2022-02-28 | $1,059,900 |
Assets. Value of tangible personal property | 2022-02-28 | $1,048,400 |
Total contributions received or receivable from participants | 2022-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2022-02-28 | $0 |
Other income received | 2022-02-28 | $0 |
Noncash contributions received | 2022-02-28 | $0 |
Net income (gross income less expenses) | 2022-02-28 | $-11,500 |
Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $1,048,400 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $1,059,900 |
Total contributions received or receivable from employer(s) | 2022-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2022-02-28 | $0 |
Value of corrective distributions | 2022-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-02-28 | $0 |
2021 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-02-28 | $0 |
Total plan liabilities at end of year | 2021-02-28 | $0 |
Total plan liabilities at beginning of year | 2021-02-28 | $0 |
Total income from all sources | 2021-02-28 | $18,000 |
Expenses. Total of all expenses incurred | 2021-02-28 | $20,035 |
Benefits paid (including direct rollovers) | 2021-02-28 | $20,000 |
Total plan assets at end of year | 2021-02-28 | $1,059,900 |
Total plan assets at beginning of year | 2021-02-28 | $1,061,935 |
Assets. Value of tangible personal property | 2021-02-28 | $1,038,950 |
Total contributions received or receivable from participants | 2021-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-02-28 | $35 |
Contributions received from other sources (not participants or employers) | 2021-02-28 | $0 |
Other income received | 2021-02-28 | $18,000 |
Noncash contributions received | 2021-02-28 | $0 |
Net income (gross income less expenses) | 2021-02-28 | $-2,035 |
Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $1,059,900 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $1,061,935 |
Total contributions received or receivable from employer(s) | 2021-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2021-02-28 | $0 |
Value of corrective distributions | 2021-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-02-28 | $0 |
2020 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-02-29 | $0 |
Total plan liabilities at beginning of year | 2020-02-29 | $0 |
Total income from all sources | 2020-02-29 | $0 |
Expenses. Total of all expenses incurred | 2020-02-29 | $24,000 |
Benefits paid (including direct rollovers) | 2020-02-29 | $24,000 |
Total plan assets at end of year | 2020-02-29 | $1,048,935 |
Total plan assets at beginning of year | 2020-02-29 | $1,072,935 |
Assets. Value of tangible personal property | 2020-02-29 | $1,007,950 |
Total contributions received or receivable from participants | 2020-02-29 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-02-29 | $0 |
Contributions received from other sources (not participants or employers) | 2020-02-29 | $0 |
Other income received | 2020-02-29 | $0 |
Noncash contributions received | 2020-02-29 | $0 |
Net income (gross income less expenses) | 2020-02-29 | $-24,000 |
Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $1,048,935 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $1,072,935 |
Total contributions received or receivable from employer(s) | 2020-02-29 | $0 |
Value of certain deemed distributions of participant loans | 2020-02-29 | $0 |
Value of corrective distributions | 2020-02-29 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-02-29 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-02-29 | $0 |
2019 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-02-28 | $25,600 |
2018 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-02-28 | $0 |
Total plan liabilities at beginning of year | 2018-02-28 | $0 |
Total income from all sources | 2018-02-28 | $-18,618 |
Expenses. Total of all expenses incurred | 2018-02-28 | $0 |
Benefits paid (including direct rollovers) | 2018-02-28 | $0 |
Total plan assets at end of year | 2018-02-28 | $1,082,735 |
Total plan assets at beginning of year | 2018-02-28 | $1,101,353 |
Assets. Value of tangible personal property | 2018-02-28 | $1,017,750 |
Total contributions received or receivable from participants | 2018-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2018-02-28 | $0 |
Other income received | 2018-02-28 | $-18,618 |
Noncash contributions received | 2018-02-28 | $0 |
Net income (gross income less expenses) | 2018-02-28 | $-18,618 |
Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $1,082,735 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $1,101,353 |
Total contributions received or receivable from employer(s) | 2018-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2018-02-28 | $0 |
Value of corrective distributions | 2018-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-02-28 | $0 |
2017 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-02-28 | $0 |
Total plan liabilities at beginning of year | 2017-02-28 | $0 |
Total income from all sources | 2017-02-28 | $1,154,167 |
Expenses. Total of all expenses incurred | 2017-02-28 | $0 |
Benefits paid (including direct rollovers) | 2017-02-28 | $0 |
Total plan assets at end of year | 2017-02-28 | $2,688,617 |
Total plan assets at beginning of year | 2017-02-28 | $1,534,450 |
Assets. Value of tangible personal property | 2017-02-28 | $2,688,617 |
Total contributions received or receivable from participants | 2017-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2017-02-28 | $0 |
Other income received | 2017-02-28 | $1,154,167 |
Noncash contributions received | 2017-02-28 | $0 |
Net income (gross income less expenses) | 2017-02-28 | $1,154,167 |
Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $2,688,617 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $1,534,450 |
Total contributions received or receivable from employer(s) | 2017-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2017-02-28 | $0 |
Value of corrective distributions | 2017-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-02-28 | $0 |
2016 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data | ||
Total income from all sources | 2016-02-29 | $38,751 |
Expenses. Total of all expenses incurred | 2016-02-29 | $929 |
Benefits paid (including direct rollovers) | 2016-02-29 | $0 |
Total plan assets at end of year | 2016-02-29 | $1,534,450 |
Total plan assets at beginning of year | 2016-02-29 | $1,496,628 |
Assets. Value of tangible personal property | 2016-02-29 | $1,534,450 |
Total contributions received or receivable from participants | 2016-02-29 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-02-29 | $0 |
Contributions received from other sources (not participants or employers) | 2016-02-29 | $0 |
Other income received | 2016-02-29 | $38,751 |
Noncash contributions received | 2016-02-29 | $0 |
Net income (gross income less expenses) | 2016-02-29 | $37,822 |
Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $1,534,450 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $1,496,628 |
Total contributions received or receivable from employer(s) | 2016-02-29 | $0 |
Value of certain deemed distributions of participant loans | 2016-02-29 | $929 |
Value of corrective distributions | 2016-02-29 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-02-29 | $0 |
2015 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data | ||
Total income from all sources | 2015-02-28 | $-247,426 |
Expenses. Total of all expenses incurred | 2015-02-28 | $12,000 |
Benefits paid (including direct rollovers) | 2015-02-28 | $12,000 |
Total plan assets at end of year | 2015-02-28 | $1,496,628 |
Total plan assets at beginning of year | 2015-02-28 | $1,756,054 |
Assets. Value of tangible personal property | 2015-02-28 | $1,495,700 |
Other income received | 2015-02-28 | $-247,426 |
Net income (gross income less expenses) | 2015-02-28 | $-259,426 |
Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $1,496,628 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $1,756,054 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-02-28 | $0 |
2014 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data | ||
Total plan liabilities at beginning of year | 2014-02-28 | $0 |
Total income from all sources | 2014-02-28 | $23,153 |
Expenses. Total of all expenses incurred | 2014-02-28 | $20,000 |
Benefits paid (including direct rollovers) | 2014-02-28 | $20,000 |
Total plan assets at end of year | 2014-02-28 | $1,756,054 |
Total plan assets at beginning of year | 2014-02-28 | $1,752,901 |
Assets. Value of tangible personal property | 2014-02-28 | $1,743,100 |
Total contributions received or receivable from participants | 2014-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2014-02-28 | $0 |
Other income received | 2014-02-28 | $23,153 |
Noncash contributions received | 2014-02-28 | $0 |
Net income (gross income less expenses) | 2014-02-28 | $3,153 |
Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $1,756,054 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $1,752,901 |
Total contributions received or receivable from employer(s) | 2014-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-02-28 | $0 |
2013 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-02-28 | $0 |
Total plan liabilities at end of year | 2013-02-28 | $0 |
Total income from all sources | 2013-02-28 | $236,803 |
Expenses. Total of all expenses incurred | 2013-02-28 | $19,534 |
Benefits paid (including direct rollovers) | 2013-02-28 | $19,534 |
Total plan assets at end of year | 2013-02-28 | $1,752,901 |
Total plan assets at beginning of year | 2013-02-28 | $1,535,632 |
Assets. Value of tangible personal property | 2013-02-28 | $1,718,900 |
Total contributions received or receivable from participants | 2013-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2013-02-28 | $0 |
Other income received | 2013-02-28 | $236,803 |
Noncash contributions received | 2013-02-28 | $0 |
Net income (gross income less expenses) | 2013-02-28 | $217,269 |
Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $1,752,901 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $1,535,632 |
Total contributions received or receivable from employer(s) | 2013-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2013-02-28 | $0 |
Value of corrective distributions | 2013-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-02-28 | $0 |
2012 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data | ||
Total income from all sources | 2012-02-29 | $-7,348 |
Expenses. Total of all expenses incurred | 2012-02-29 | $0 |
Total plan assets at end of year | 2012-02-29 | $1,535,632 |
Total plan assets at beginning of year | 2012-02-29 | $1,542,980 |
Assets. Value of tangible personal property | 2012-02-29 | $1,516,100 |
Total contributions received or receivable from participants | 2012-02-29 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-02-29 | $0 |
Contributions received from other sources (not participants or employers) | 2012-02-29 | $0 |
Other income received | 2012-02-29 | $-7,348 |
Net income (gross income less expenses) | 2012-02-29 | $-7,348 |
Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $1,535,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $1,542,980 |
Total contributions received or receivable from employer(s) | 2012-02-29 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-02-29 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-02-29 | $0 |
2011 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-02-28 | $0 |
Total plan liabilities at end of year | 2011-02-28 | $0 |
Total plan liabilities at beginning of year | 2011-02-28 | $0 |
Total income from all sources | 2011-02-28 | $75,730 |
Expenses. Total of all expenses incurred | 2011-02-28 | $146,500 |
Benefits paid (including direct rollovers) | 2011-02-28 | $146,500 |
Total plan assets at end of year | 2011-02-28 | $1,542,980 |
Total plan assets at beginning of year | 2011-02-28 | $1,613,750 |
Assets. Value of tangible personal property | 2011-02-28 | $1,516,100 |
Total contributions received or receivable from participants | 2011-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2011-02-28 | $0 |
Other income received | 2011-02-28 | $75,730 |
Noncash contributions received | 2011-02-28 | $0 |
Net income (gross income less expenses) | 2011-02-28 | $-70,770 |
Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $1,542,980 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $1,613,750 |
Total contributions received or receivable from employer(s) | 2011-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2011-02-28 | $0 |
Value of corrective distributions | 2011-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-02-28 | $136,500 |
2010 : KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-02-28 | $40,000 |
2022: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-03-01 | Type of plan entity | Single employer plan |
2022-03-01 | Submission has been amended | No |
2022-03-01 | This submission is the final filing | No |
2022-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-03-01 | Plan is a collectively bargained plan | No |
2022-03-01 | Plan funding arrangement – Trust | Yes |
2022-03-01 | Plan benefit arrangement - Trust | Yes |
2021: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses | ||
2021-03-01 | Type of plan entity | Single employer plan |
2021-03-01 | Submission has been amended | No |
2021-03-01 | This submission is the final filing | No |
2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-03-01 | Plan is a collectively bargained plan | No |
2021-03-01 | Plan funding arrangement – Trust | Yes |
2021-03-01 | Plan benefit arrangement - Trust | Yes |
2020: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses | ||
2020-03-01 | Type of plan entity | Single employer plan |
2020-03-01 | Submission has been amended | No |
2020-03-01 | This submission is the final filing | No |
2020-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-03-01 | Plan is a collectively bargained plan | No |
2020-03-01 | Plan funding arrangement – Trust | Yes |
2020-03-01 | Plan benefit arrangement - Trust | Yes |
2019: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses | ||
2019-03-01 | Type of plan entity | Single employer plan |
2019-03-01 | Submission has been amended | No |
2019-03-01 | This submission is the final filing | No |
2019-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-03-01 | Plan is a collectively bargained plan | No |
2019-03-01 | Plan funding arrangement – Trust | Yes |
2019-03-01 | Plan benefit arrangement - Trust | Yes |
2018: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses | ||
2018-03-01 | Type of plan entity | Single employer plan |
2018-03-01 | Submission has been amended | No |
2018-03-01 | This submission is the final filing | No |
2018-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-03-01 | Plan is a collectively bargained plan | No |
2018-03-01 | Plan funding arrangement – Trust | Yes |
2018-03-01 | Plan benefit arrangement - Trust | Yes |
2017: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses | ||
2017-03-01 | Type of plan entity | Single employer plan |
2017-03-01 | Submission has been amended | No |
2017-03-01 | This submission is the final filing | No |
2017-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-03-01 | Plan is a collectively bargained plan | No |
2017-03-01 | Plan funding arrangement – Trust | Yes |
2017-03-01 | Plan benefit arrangement - Trust | Yes |
2016: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses | ||
2016-03-01 | Type of plan entity | Single employer plan |
2016-03-01 | Submission has been amended | No |
2016-03-01 | This submission is the final filing | No |
2016-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-03-01 | Plan is a collectively bargained plan | No |
2016-03-01 | Plan funding arrangement – Trust | Yes |
2016-03-01 | Plan benefit arrangement - Trust | Yes |
2015: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses | ||
2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Submission has been amended | No |
2015-03-01 | This submission is the final filing | No |
2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-03-01 | Plan is a collectively bargained plan | No |
2015-03-01 | Plan funding arrangement – Trust | Yes |
2015-03-01 | Plan benefit arrangement - Trust | Yes |
2014: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses | ||
2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Submission has been amended | No |
2014-03-01 | This submission is the final filing | No |
2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-03-01 | Plan is a collectively bargained plan | No |
2014-03-01 | Plan funding arrangement – Trust | Yes |
2014-03-01 | Plan benefit arrangement - Trust | Yes |
2013: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses | ||
2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Submission has been amended | No |
2013-03-01 | This submission is the final filing | No |
2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-03-01 | Plan is a collectively bargained plan | No |
2013-03-01 | Plan funding arrangement – Trust | Yes |
2013-03-01 | Plan benefit arrangement - Trust | Yes |
2012: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses | ||
2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Submission has been amended | No |
2012-03-01 | This submission is the final filing | No |
2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-03-01 | Plan is a collectively bargained plan | No |
2012-03-01 | Plan funding arrangement – Trust | Yes |
2012-03-01 | Plan benefit arrangement - Trust | Yes |
2011: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses | ||
2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Submission has been amended | No |
2011-03-01 | This submission is the final filing | No |
2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-03-01 | Plan is a collectively bargained plan | No |
2011-03-01 | Plan funding arrangement – Trust | Yes |
2011-03-01 | Plan benefit arrangement - Trust | Yes |
2010: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses | ||
2010-03-01 | Type of plan entity | Single employer plan |
2010-03-01 | Submission has been amended | No |
2010-03-01 | This submission is the final filing | No |
2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-03-01 | Plan is a collectively bargained plan | No |
2010-03-01 | Plan funding arrangement – Trust | Yes |
2010-03-01 | Plan benefit arrangement - Trust | Yes |
2009: KERNS AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses | ||
2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Submission has been amended | No |
2009-03-01 | This submission is the final filing | No |
2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-03-01 | Plan is a collectively bargained plan | No |
2009-03-01 | Plan funding arrangement – Trust | Yes |
2009-03-01 | Plan benefit arrangement - Trust | Yes |