401k Plan data: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN plan

KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN
Plan identification number	002

KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KEGEL, TOBIN & TRUCE, A.P.C. has sponsored the creation of one or more 401k plans.

Company Name: KEGEL, TOBIN & TRUCE, A.P.C.

Employer identification number (EIN): 954077194

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOSEPH KIEFFER 2023-07-16
002 2021-01-01 JOSEPH KIEFFER 2022-09-24
002 2020-01-01 JOSEPH KIEFFER 2021-10-07
002 2019-01-01 JOSEPH KIEFFER 2020-10-09
002 2018-01-01 JOSEPH KIEFFER 2019-06-28
002 2017-01-01 JOSEPH KIEFFER 2018-07-20
002 2016-01-01 JOSEPH KIEFFER 2017-08-25
002 2015-01-01 JOSEPH KIEFFER 2016-10-10
002 2014-01-01 J KIEFFER 2015-10-06
002 2013-01-01 J KIEFFER 2014-09-22
002 2012-01-01 J KIEFFER 2013-10-02
002 2011-01-01 J KIEFFER
002 2010-01-01 MARK JENKINS
002 2009-01-01 J KIEFFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JOSEPH KIEFFER	2023-07-16
002	2021-01-01	JOSEPH KIEFFER	2022-09-24
002	2020-01-01	JOSEPH KIEFFER	2021-10-07
002	2019-01-01	JOSEPH KIEFFER	2020-10-09
002	2018-01-01	JOSEPH KIEFFER	2019-06-28
002	2017-01-01	JOSEPH KIEFFER	2018-07-20
002	2016-01-01	JOSEPH KIEFFER	2017-08-25
002	2015-01-01	JOSEPH KIEFFER	2016-10-10
002	2014-01-01	J KIEFFER	2015-10-06
002	2013-01-01	J KIEFFER	2014-09-22
002	2012-01-01	J KIEFFER	2013-10-02
002	2011-01-01	J KIEFFER
002	2010-01-01	MARK JENKINS
002	2009-01-01	J KIEFFER

Plan Statistics for KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2011: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 79
Total of all active and inactive participants 2010-01-01 79
Total participants 2010-01-01 79
Number of participants with account balances 2010-01-01 79
2009: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 78
Total of all active and inactive participants 2009-01-01 78
Total participants 2009-01-01 78
Number of participants with account balances 2009-01-01 78

Measure	Date	Value
2011: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	79
Total of all active and inactive participants	2010-01-01	79
Total participants	2010-01-01	79
Number of participants with account balances	2010-01-01	79
2009: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	78
Total of all active and inactive participants	2009-01-01	78
Total participants	2009-01-01	78
Number of participants with account balances	2009-01-01	78

Financial Data on KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2011 : KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$350,102
Expenses. Total of all expenses incurred	2011-12-31	$127,398
Benefits paid (including direct rollovers)	2011-12-31	$78,201
Total plan assets at end of year	2011-12-31	$3,502,397
Total plan assets at beginning of year	2011-12-31	$3,279,693
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$440,225
Expenses. Other expenses not covered elsewhere	2011-12-31	$79
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-90,123
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$222,704
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,502,397
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,279,693
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$48,854
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$623,446
Expenses. Total of all expenses incurred	2010-12-31	$147,340
Benefits paid (including direct rollovers)	2010-12-31	$143,845
Total plan assets at end of year	2010-12-31	$3,279,693
Total plan assets at beginning of year	2010-12-31	$2,803,587
Value of fidelity bond covering the plan	2010-12-31	$2,500,000
Total contributions received or receivable from participants	2010-12-31	$324,649
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,495
Contributions received from other sources (not participants or employers)	2010-12-31	$8,460
Other income received	2010-12-31	$290,337
Net income (gross income less expenses)	2010-12-31	$476,106
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,279,693
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,803,587

Form 5500 Responses for KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN

2011: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING 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: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KEGEL, TOBIN & TRUCE 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

930733-01

Policy instance

Insurance contract or identification number	930733-01
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

930733-01

Policy instance

Insurance contract or identification number	930733-01
Number of Individuals Covered	74
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

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Company Name:	KEGEL, TOBIN & TRUCE, A.P.C.
Employer identification number (EIN):	954077194
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers