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KUMON NORTH AMERICA, INC. 401(K) PLAN 401k Plan overview

Plan NameKUMON NORTH AMERICA, INC. 401(K) PLAN
Plan identification number 001

KUMON NORTH AMERICA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

KUMON NORTH AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:KUMON NORTH AMERICA, INC.
Employer identification number (EIN):954254899
NAIC Classification:611000

Additional information about KUMON NORTH AMERICA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2215189

More information about KUMON NORTH AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUMON NORTH AMERICA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH NATIVO
0012016-01-01JOSEPH NATIVO
0012015-01-01JOSEPH NATIVO
0012014-01-01JOSEPH NATIVO
0012014-01-01JOSEPH NATIVO
0012013-01-01JOSEPH NATIVO
0012012-01-01JOSEPH NATIVO
0012011-01-01JOSEPH NATIVO
0012010-01-01JOSEPH NATIVO
0012009-01-01JOSEPH NATIVO

Plan Statistics for KUMON NORTH AMERICA, INC. 401(K) PLAN

401k plan membership statisitcs for KUMON NORTH AMERICA, INC. 401(K) PLAN

Measure Date Value
2022: KUMON NORTH AMERICA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01428
Total number of active participants reported on line 7a of the Form 55002022-01-01289
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01158
Total of all active and inactive participants2022-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01447
Number of participants with account balances2022-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: KUMON NORTH AMERICA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01482
Total number of active participants reported on line 7a of the Form 55002021-01-01282
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01146
Total of all active and inactive participants2021-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01428
Number of participants with account balances2021-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: KUMON NORTH AMERICA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01510
Total number of active participants reported on line 7a of the Form 55002020-01-01357
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01471
Number of participants with account balances2020-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: KUMON NORTH AMERICA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01490
Total number of active participants reported on line 7a of the Form 55002019-01-01385
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01501
Number of participants with account balances2019-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: KUMON NORTH AMERICA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01496
Total number of active participants reported on line 7a of the Form 55002018-01-01373
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01478
Number of participants with account balances2018-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: KUMON NORTH AMERICA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01487
Total number of active participants reported on line 7a of the Form 55002017-01-01374
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01489
Number of participants with account balances2017-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: KUMON NORTH AMERICA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01482
Total number of active participants reported on line 7a of the Form 55002016-01-01377
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01482
Number of participants with account balances2016-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: KUMON NORTH AMERICA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01474
Total number of active participants reported on line 7a of the Form 55002015-01-01375
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01476
Number of participants with account balances2015-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: KUMON NORTH AMERICA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01461
Total number of active participants reported on line 7a of the Form 55002014-01-01379
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01474
Number of participants with account balances2014-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: KUMON NORTH AMERICA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01398
Total number of active participants reported on line 7a of the Form 55002013-01-01370
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01458
Number of participants with account balances2013-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: KUMON NORTH AMERICA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01383
Total number of active participants reported on line 7a of the Form 55002012-01-01309
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01394
Number of participants with account balances2012-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: KUMON NORTH AMERICA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01367
Total number of active participants reported on line 7a of the Form 55002011-01-01296
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01383
Number of participants with account balances2011-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: KUMON NORTH AMERICA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01359
Total number of active participants reported on line 7a of the Form 55002010-01-01282
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0184
Total of all active and inactive participants2010-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01367
Number of participants with account balances2010-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: KUMON NORTH AMERICA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01349
Total number of active participants reported on line 7a of the Form 55002009-01-01294
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01359
Number of participants with account balances2009-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on KUMON NORTH AMERICA, INC. 401(K) PLAN

Measure Date Value
2022 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,348,373
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,190,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,179,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,648,038
Value of total assets at end of year2022-12-31$53,611,423
Value of total assets at beginning of year2022-12-31$64,150,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,159
Total interest from all sources2022-12-31$55,921
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$867,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$867,544
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,310,486
Participant contributions at end of year2022-12-31$1,127,489
Participant contributions at beginning of year2022-12-31$1,089,084
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21
Other income not declared elsewhere2022-12-31$87,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,539,175
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,611,423
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$64,150,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,647,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,264,773
Interest on participant loans2022-12-31$55,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,836,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,796,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,007,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,337,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,179,643
Contract administrator fees2022-12-31$11,159
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2022-12-31222428965
2021 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,478,247
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,955,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,942,010
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,815,452
Value of total assets at end of year2021-12-31$64,150,598
Value of total assets at beginning of year2021-12-31$56,628,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,748
Total interest from all sources2021-12-31$65,521
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$723,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$723,041
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,326,992
Participant contributions at end of year2021-12-31$1,089,084
Participant contributions at beginning of year2021-12-31$1,145,171
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$154,585
Other income not declared elsewhere2021-12-31$79,377
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,522,489
Value of net assets at end of year (total assets less liabilities)2021-12-31$64,150,598
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,628,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,264,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,903,686
Interest on participant loans2021-12-31$65,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,796,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,578,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,794,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,333,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,942,010
Contract administrator fees2021-12-31$13,748
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2021-12-31222428965
2020 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$481,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,099,990
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,092,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,077,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,802,872
Value of total assets at end of year2020-12-31$56,628,109
Value of total assets at beginning of year2020-12-31$48,139,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,682
Total interest from all sources2020-12-31$69,006
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$714,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$714,114
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,317,562
Participant contributions at end of year2020-12-31$1,145,171
Participant contributions at beginning of year2020-12-31$1,017,036
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$59,533
Other income not declared elsewhere2020-12-31$71,748
Total non interest bearing cash at end of year2020-12-31$835
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,007,550
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,628,109
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,139,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,903,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,256,986
Interest on participant loans2020-12-31$69,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,578,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,865,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,442,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,425,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,077,758
Contract administrator fees2020-12-31$14,682
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2020-12-31222428965
2019 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,930,289
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,707,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,665,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,787,537
Value of total assets at end of year2019-12-31$48,139,184
Value of total assets at beginning of year2019-12-31$37,916,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,871
Total interest from all sources2019-12-31$57,023
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$793,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$793,990
Administrative expenses professional fees incurred2019-12-31$18,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,284,197
Participant contributions at end of year2019-12-31$1,017,036
Participant contributions at beginning of year2019-12-31$829,827
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,938
Other income not declared elsewhere2019-12-31$68,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,222,850
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,139,184
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,916,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,256,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,297,379
Interest on participant loans2019-12-31$57,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,865,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,789,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,223,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,454,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,665,568
Contract administrator fees2019-12-31$23,171
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31222428965
2018 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,424,600
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,100,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,078,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,658,558
Value of total assets at end of year2018-12-31$37,916,334
Value of total assets at beginning of year2018-12-31$39,592,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,147
Total interest from all sources2018-12-31$49,425
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$608,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$608,939
Administrative expenses professional fees incurred2018-12-31$10,700
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,171,639
Participant contributions at end of year2018-12-31$829,827
Participant contributions at beginning of year2018-12-31$856,255
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$72,822
Other income not declared elsewhere2018-12-31$69,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,676,329
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,916,334
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,592,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,297,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,686,982
Interest on participant loans2018-12-31$49,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,789,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,049,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,962,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,414,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,078,782
Contract administrator fees2018-12-31$11,447
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31222428965
2017 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,785,850
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,828,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,807,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,483,921
Value of total assets at end of year2017-12-31$39,592,663
Value of total assets at beginning of year2017-12-31$32,634,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,042
Total interest from all sources2017-12-31$46,442
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$537,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$537,204
Administrative expenses professional fees incurred2017-12-31$7,228
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,016,220
Participant contributions at end of year2017-12-31$856,255
Participant contributions at beginning of year2017-12-31$725,657
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$151,282
Other income not declared elsewhere2017-12-31$63,344
Administrative expenses (other) incurred2017-12-31$-197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,957,718
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,592,663
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,634,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,686,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,908,470
Interest on participant loans2017-12-31$46,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,049,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,000,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,654,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,316,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,807,090
Contract administrator fees2017-12-31$14,011
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31222428965
2016 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,181,778
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,288,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,268,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,012,014
Value of total assets at end of year2016-12-31$32,634,945
Value of total assets at beginning of year2016-12-31$26,741,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,088
Total interest from all sources2016-12-31$35,193
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$449,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$449,055
Administrative expenses professional fees incurred2016-12-31$14,181
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,869,213
Participant contributions at end of year2016-12-31$725,657
Participant contributions at beginning of year2016-12-31$664,862
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,844,325
Other income not declared elsewhere2016-12-31$62,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,893,777
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,634,945
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,741,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$73
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,908,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,275,358
Interest on participant loans2016-12-31$35,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,000,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,800,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,623,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,298,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,268,913
Contract administrator fees2016-12-31$4,834
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31222428965
2015 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,955,266
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$941,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$931,899
Expenses. Certain deemed distributions of participant loans2015-12-31$2,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,056,094
Value of total assets at end of year2015-12-31$26,741,168
Value of total assets at beginning of year2015-12-31$24,727,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,603
Total interest from all sources2015-12-31$31,722
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$351,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$351,948
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,755,423
Participant contributions at end of year2015-12-31$664,862
Participant contributions at beginning of year2015-12-31$617,795
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$63,316
Other income not declared elsewhere2015-12-31$60,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,014,085
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,741,168
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,727,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$53
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,275,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,524,025
Interest on participant loans2015-12-31$31,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,800,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,585,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-545,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,237,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$931,899
Contract administrator fees2015-12-31$6,550
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2015-12-31222428965
2014 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,114,310
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$522,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$515,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,981,575
Value of total assets at end of year2014-12-31$24,727,083
Value of total assets at beginning of year2014-12-31$21,135,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,900
Total interest from all sources2014-12-31$29,277
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$336,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$336,754
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,683,619
Participant contributions at end of year2014-12-31$617,795
Participant contributions at beginning of year2014-12-31$497,222
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,399
Other income not declared elsewhere2014-12-31$61,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,591,928
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,727,083
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,135,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,524,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,011,372
Interest on participant loans2014-12-31$29,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,585,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,626,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$705,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,235,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$515,482
Contract administrator fees2014-12-31$6,900
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GAREN & COMPANY LLC
Accountancy firm EIN2014-12-31133082355
2013 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,742,663
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,926,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,923,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,763,191
Value of total assets at end of year2013-12-31$21,135,155
Value of total assets at beginning of year2013-12-31$17,319,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,800
Total interest from all sources2013-12-31$24,070
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$240,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$240,310
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,534,618
Participant contributions at end of year2013-12-31$497,222
Participant contributions at beginning of year2013-12-31$389,036
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$131,555
Other income not declared elsewhere2013-12-31$49,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,815,705
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,135,155
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,319,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,011,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,229,596
Interest on participant loans2013-12-31$24,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,626,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,700,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,665,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,097,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,923,158
Contract administrator fees2013-12-31$3,800
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GAREN & COMPANY LLC
Accountancy firm EIN2013-12-31133082355
2012 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,760,496
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$843,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$839,364
Value of total corrective distributions2012-12-31$114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,305,009
Value of total assets at end of year2012-12-31$17,319,450
Value of total assets at beginning of year2012-12-31$14,402,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,450
Total interest from all sources2012-12-31$22,056
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$230,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$230,176
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,326,351
Participant contributions at end of year2012-12-31$389,036
Participant contributions at beginning of year2012-12-31$455,495
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,160
Other income not declared elsewhere2012-12-31$24,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,916,568
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,319,450
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,402,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,229,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,013,929
Interest on participant loans2012-12-31$22,056
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$3,933,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,700,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,276,064
Net investment gain or loss from common/collective trusts2012-12-31$-97,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$935,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$839,364
Contract administrator fees2012-12-31$4,450
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GAREN & COMPANY LLC
Accountancy firm EIN2012-12-31133082355
2011 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,764,068
Total of all expenses incurred2011-12-31$1,582,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,556,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,051,281
Value of total assets at end of year2011-12-31$14,402,882
Value of total assets at beginning of year2011-12-31$14,221,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,898
Total interest from all sources2011-12-31$23,627
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$252,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$252,631
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,187,087
Participant contributions at end of year2011-12-31$455,495
Participant contributions at beginning of year2011-12-31$428,580
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,931
Administrative expenses (other) incurred2011-12-31$25,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$181,471
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,402,882
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,221,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$358
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,013,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,515,990
Interest on participant loans2011-12-31$23,627
Value of interest in common/collective trusts at end of year2011-12-31$3,933,458
Value of interest in common/collective trusts at beginning of year2011-12-31$3,276,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-684,314
Net investment gain or loss from common/collective trusts2011-12-31$120,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$846,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,556,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GAREN & COMPANY LLC
Accountancy firm EIN2011-12-31133082355
2010 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,720,168
Total of all expenses incurred2010-12-31$1,976,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,955,584
Expenses. Certain deemed distributions of participant loans2010-12-31$-466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,118,896
Value of total assets at end of year2010-12-31$14,221,411
Value of total assets at beginning of year2010-12-31$12,477,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,255
Total interest from all sources2010-12-31$28,332
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$180,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$180,525
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,215,939
Participant contributions at end of year2010-12-31$428,580
Participant contributions at beginning of year2010-12-31$398,316
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$36,398
Administrative expenses (other) incurred2010-12-31$21,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,743,795
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,221,411
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,477,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$51
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,515,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,926,167
Interest on participant loans2010-12-31$28,332
Value of interest in common/collective trusts at end of year2010-12-31$3,276,841
Value of interest in common/collective trusts at beginning of year2010-12-31$3,153,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,262,894
Net investment gain or loss from common/collective trusts2010-12-31$129,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$866,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,955,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GAREN & COMPANY, LLC
Accountancy firm EIN2010-12-31133082355
2009 : KUMON NORTH AMERICA, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KUMON NORTH AMERICA, INC. 401(K) PLAN

2022: KUMON NORTH AMERICA, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KUMON NORTH AMERICA, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KUMON NORTH AMERICA, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KUMON NORTH AMERICA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KUMON NORTH AMERICA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KUMON NORTH AMERICA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KUMON NORTH AMERICA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KUMON NORTH AMERICA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KUMON NORTH AMERICA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KUMON NORTH AMERICA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KUMON NORTH AMERICA, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KUMON NORTH AMERICA, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KUMON NORTH AMERICA, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KUMON NORTH AMERICA, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered444
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered432
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered470
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered498
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered472
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered463
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered446
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28129
Policy instance 1
Insurance contract or identification numberGA28129
Number of Individuals Covered378
Insurance policy start date2012-01-03
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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