Kerr group inc retirement income plan administrator

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01DAVID BERKMAN
0012016-01-01DAVID BERKMAN
0012015-01-01DAVID BERKMAN
0012014-01-01DAVID BERKMAN DAVID BERKMAN2015-10-13
0012013-01-01JAMES TILL, EXECUTIVE VP
0012012-01-01MARK MILES, EXECUTIVE VP
0012011-01-01EDWARD STRATTON
0012010-01-01EDWARD STRATTON
0012009-01-01MARK MILES

Plan Statistics for KERR GROUP, INC. RETIREMENT INCOME PLAN

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

Measure Date Value
2021: KERR GROUP, INC. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-09-302,744,894
Acturial value of plan assets2021-09-302,758,166
Funding target for retired participants and beneficiaries receiving payment2021-09-302,391,963
Number of terminated vested participants2021-09-301
Fundng target for terminated vested participants2021-09-3060,830
Active participant vested funding target2021-09-300
Number of active participants2021-09-300
Total funding liabilities for active participants2021-09-300
Total participant count2021-09-3043
Total funding target for all participants2021-09-302,452,793
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-30348,803
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30334,199
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3021,000
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-30334,199
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0143
Total number of active participants reported on line 7a of the Form 55002020-10-010
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-010
Market value of plan assets2020-09-302,796,878
Acturial value of plan assets2020-09-303,004,010
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-302
Fundng target for terminated vested participants2020-09-30122,469
Active participant vested funding target2020-09-302,585,995
Number of active participants2020-09-3043
Total funding liabilities for active participants2020-09-302,585,995
Total participant count2020-09-3045
Total funding target for all participants2020-09-302,708,464
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3036,000
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0145
Total number of active participants reported on line 7a of the Form 55002019-10-010
Number of retired or separated participants receiving benefits2019-10-0140
Number of other retired or separated participants entitled to future benefits2019-10-011
Total of all active and inactive participants2019-10-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-012
Total participants2019-10-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-303,052,312
Acturial value of plan assets2019-09-303,261,297
Funding target for retired participants and beneficiaries receiving payment2019-09-302,597,558
Number of terminated vested participants2019-09-302
Fundng target for terminated vested participants2019-09-30108,508
Active participant vested funding target2019-09-300
Number of active participants2019-09-300
Total funding liabilities for active participants2019-09-300
Total participant count2019-09-3047
Total funding target for all participants2019-09-302,706,066
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3023,000
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0146
Total number of active participants reported on line 7a of the Form 55002018-10-010
Number of retired or separated participants receiving benefits2018-10-0141
Number of other retired or separated participants entitled to future benefits2018-10-012
Total of all active and inactive participants2018-10-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-012
Total participants2018-10-0145
Number of participants with account balances2018-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-303,459,165
Acturial value of plan assets2018-09-303,418,296
Funding target for retired participants and beneficiaries receiving payment2018-09-302,579,799
Number of terminated vested participants2018-09-303
Fundng target for terminated vested participants2018-09-30171,825
Active participant vested funding target2018-09-300
Number of active participants2018-09-300
Total funding liabilities for active participants2018-09-300
Total participant count2018-09-3047
Total funding target for all participants2018-09-302,751,624
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3014,000
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0147
Total number of active participants reported on line 7a of the Form 55002017-10-010
Number of retired or separated participants receiving benefits2017-10-0143
Number of other retired or separated participants entitled to future benefits2017-10-012
Total of all active and inactive participants2017-10-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-0146
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-303,516,854
Acturial value of plan assets2017-09-303,451,505
Funding target for retired participants and beneficiaries receiving payment2017-09-302,676,492
Number of terminated vested participants2017-09-303
Fundng target for terminated vested participants2017-09-30165,214
Active participant vested funding target2017-09-300
Number of active participants2017-09-300
Total funding liabilities for active participants2017-09-300
Total participant count2017-09-3048
Total funding target for all participants2017-09-302,841,706
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3029,000
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0147
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-0142
Number of other retired or separated participants entitled to future benefits2016-10-013
Total of all active and inactive participants2016-10-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-0146
Market value of plan assets2016-09-303,513,707
Acturial value of plan assets2016-09-303,543,857
Funding target for retired participants and beneficiaries receiving payment2016-09-302,681,177
Number of terminated vested participants2016-09-304
Fundng target for terminated vested participants2016-09-30252,622
Active participant vested funding target2016-09-300
Number of active participants2016-09-300
Total funding liabilities for active participants2016-09-300
Total participant count2016-09-3048
Total funding target for all participants2016-09-302,933,799
Balance at beginning of prior year after applicable adjustments2016-09-300
Prefunding balance at beginning of prior year after applicable adjustments2016-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2016-09-300
Prefunding balanced used to offset prior years funding requirement2016-09-300
Amount remaining of carryover balance2016-09-300
Amount remaining of prefunding balance2016-09-300
Present value of excess contributions2016-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-09-300
Reductions in caryover balances due to elections or deemed elections2016-09-300
Reductions in prefunding balances due to elections or deemed elections2016-09-300
Balance of carryovers at beginning of current year2016-09-300
Balance of prefunding at beginning of current year2016-09-300
Total employer contributions2016-09-300
Total employee contributions2016-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2016-09-300
Contributions made to avoid restrictions adjusted to valuation date2016-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-09-300
Unpaid minimum required contributions for all prior years2016-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-09-300
Remaining amount of unpaid minimum required contributions2016-09-300
Minimum required contributions for current year target normal cost2016-09-3022,500
Net shortfall amortization installment of oustanding balance2016-09-300
Waiver amortization installment2016-09-300
Waived amount of outstanding balance2016-09-300
Total funding amount beforereflecting carryover/prefunding balances2016-09-300
Carryover balance elected to use to offset funding requirement2016-09-300
Prefunding balance elected to use to offset funding requirement2016-09-300
Additional cash requirement2016-09-300
Contributions allocatedtoward minimum required contributions for current year2016-09-300
Unpaid minimum required contributions for current year2016-09-300
Unpaid minimum required contributions for all years2016-09-300
Total participants, beginning-of-year2016-01-0148
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0143
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0149
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0144
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0149
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0145
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0149
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-0139
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0138
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
2010: KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0149
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-0133
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0149
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0129
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KERR GROUP, INC. RETIREMENT INCOME PLAN

Measure Date Value
2021 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2021 401k financial data
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$542,842
Expenses. Total of all expenses incurred2021-09-30$3,287,736
Benefits paid (including direct rollovers)2021-09-30$3,261,027
Total plan assets at end of year2021-09-30$0
Total plan assets at beginning of year2021-09-30$2,744,894
Value of fidelity bond covering the plan2021-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2021-09-30$10,544
Other income received2021-09-30$194,039
Net income (gross income less expenses)2021-09-30$-2,744,894
Net plan assets at end of year (total assets less liabilities)2021-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$2,744,894
Total contributions received or receivable from employer(s)2021-09-30$348,803
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$16,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 401k financial data
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$215,818
Expenses. Total of all expenses incurred2020-09-30$267,802
Benefits paid (including direct rollovers)2020-09-30$245,311
Total plan assets at end of year2020-09-30$2,744,894
Total plan assets at beginning of year2020-09-30$2,796,878
Value of fidelity bond covering the plan2020-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2020-09-30$12,716
Other income received2020-09-30$215,818
Net income (gross income less expenses)2020-09-30$-51,984
Net plan assets at end of year (total assets less liabilities)2020-09-30$2,744,894
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$2,796,878
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$9,775
2019 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 401k financial data
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$22,895
Expenses. Total of all expenses incurred2019-09-30$278,329
Benefits paid (including direct rollovers)2019-09-30$251,737
Total plan assets at end of year2019-09-30$2,796,878
Total plan assets at beginning of year2019-09-30$3,052,312
Value of fidelity bond covering the plan2019-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2019-09-30$3,556
Other income received2019-09-30$22,895
Net income (gross income less expenses)2019-09-30$-255,434
Net plan assets at end of year (total assets less liabilities)2019-09-30$2,796,878
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,052,312
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$23,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$6,760
Total income from all sources2017-09-30$211,317
Expenses. Total of all expenses incurred2017-09-30$269,006
Benefits paid (including direct rollovers)2017-09-30$252,897
Total plan assets at end of year2017-09-30$3,459,165
Total plan assets at beginning of year2017-09-30$3,523,614
Value of fidelity bond covering the plan2017-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2017-09-30$5,312
Other income received2017-09-30$211,317
Net income (gross income less expenses)2017-09-30$-57,689
Net plan assets at end of year (total assets less liabilities)2017-09-30$3,459,165
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$3,516,854
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$10,797
2016 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 401k financial data
Total plan liabilities at end of year2016-09-30$6,760
Total plan liabilities at beginning of year2016-09-30$6,760
Total income from all sources2016-09-30$217,042
Expenses. Total of all expenses incurred2016-09-30$213,895
Benefits paid (including direct rollovers)2016-09-30$196,771
Total plan assets at end of year2016-09-30$3,523,614
Total plan assets at beginning of year2016-09-30$3,520,467
Value of fidelity bond covering the plan2016-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2016-09-30$2,736
Other income received2016-09-30$217,042
Net income (gross income less expenses)2016-09-30$3,147
Net plan assets at end of year (total assets less liabilities)2016-09-30$3,516,854
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$3,513,707
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$14,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$6,760
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$129,434
Expenses. Total of all expenses incurred2015-12-31$280,221
Benefits paid (including direct rollovers)2015-12-31$261,775
Total plan assets at end of year2015-12-31$3,520,467
Total plan assets at beginning of year2015-12-31$3,664,494
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$2,793
Other income received2015-12-31$129,434
Net income (gross income less expenses)2015-12-31$-150,787
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,513,707
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,664,494
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$385,361
Expenses. Total of all expenses incurred2014-12-31$291,221
Benefits paid (including direct rollovers)2014-12-31$260,646
Total plan assets at end of year2014-12-31$3,664,494
Total plan assets at beginning of year2014-12-31$3,570,354
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$285,361
Net income (gross income less expenses)2014-12-31$94,140
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,664,494
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,570,354
Total contributions received or receivable from employer(s)2014-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$30,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total income from all sources2013-12-31$736,705
Expenses. Total of all expenses incurred2013-12-31$274,522
Benefits paid (including direct rollovers)2013-12-31$252,090
Total plan assets at end of year2013-12-31$3,570,354
Total plan assets at beginning of year2013-12-31$3,108,171
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$556,705
Net income (gross income less expenses)2013-12-31$462,183
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,570,354
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,108,171
Total contributions received or receivable from employer(s)2013-12-31$180,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$22,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$618,239
Expenses. Total of all expenses incurred2012-12-31$265,339
Benefits paid (including direct rollovers)2012-12-31$236,109
Total plan assets at end of year2012-12-31$3,108,171
Total plan assets at beginning of year2012-12-31$2,755,271
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$358,239
Net income (gross income less expenses)2012-12-31$352,900
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,108,171
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,755,271
Total contributions received or receivable from employer(s)2012-12-31$260,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$29,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$249,611
Expenses. Total of all expenses incurred2011-12-31$271,317
Benefits paid (including direct rollovers)2011-12-31$225,142
Total plan assets at end of year2011-12-31$2,755,271
Total plan assets at beginning of year2011-12-31$2,776,977
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-389
Net income (gross income less expenses)2011-12-31$-21,706
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,755,271
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,776,977
Total contributions received or receivable from employer(s)2011-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$46,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$523,461
Expenses. Total of all expenses incurred2010-12-31$227,267
Benefits paid (including direct rollovers)2010-12-31$181,676
Total plan assets at end of year2010-12-31$2,776,977
Total plan assets at beginning of year2010-12-31$2,480,783
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$323,461
Net income (gross income less expenses)2010-12-31$296,194
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,776,977
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,480,783
Total contributions received or receivable from employer(s)2010-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$45,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

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