Submission information for form 5500 for 401k plan KERR GROUP, INC. RETIREMENT INCOME PLAN
401k plan membership statisitcs for KERR GROUP, INC. RETIREMENT INCOME PLAN
Measure | Date | Value |
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2021: KERR GROUP, INC. RETIREMENT INCOME PLAN 2021 401k membership |
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Market value of plan assets | 2021-09-30 | 2,744,894 |
Acturial value of plan assets | 2021-09-30 | 2,758,166 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 2,391,963 |
Number of terminated vested participants | 2021-09-30 | 1 |
Fundng target for terminated vested participants | 2021-09-30 | 60,830 |
Active participant vested funding target | 2021-09-30 | 0 |
Number of active participants | 2021-09-30 | 0 |
Total funding liabilities for active participants | 2021-09-30 | 0 |
Total participant count | 2021-09-30 | 43 |
Total funding target for all participants | 2021-09-30 | 2,452,793 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 0 |
Present value of excess contributions | 2021-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 0 |
Total employer contributions | 2021-09-30 | 348,803 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 334,199 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 21,000 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 334,199 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
Total of all active and inactive participants | 2020-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 0 |
Market value of plan assets | 2020-09-30 | 2,796,878 |
Acturial value of plan assets | 2020-09-30 | 3,004,010 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 0 |
Number of terminated vested participants | 2020-09-30 | 2 |
Fundng target for terminated vested participants | 2020-09-30 | 122,469 |
Active participant vested funding target | 2020-09-30 | 2,585,995 |
Number of active participants | 2020-09-30 | 43 |
Total funding liabilities for active participants | 2020-09-30 | 2,585,995 |
Total participant count | 2020-09-30 | 45 |
Total funding target for all participants | 2020-09-30 | 2,708,464 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 0 |
Present value of excess contributions | 2020-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 0 |
Total employer contributions | 2020-09-30 | 0 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 36,000 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 0 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 1 |
Total of all active and inactive participants | 2019-10-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 2 |
Total participants | 2019-10-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
Market value of plan assets | 2019-09-30 | 3,052,312 |
Acturial value of plan assets | 2019-09-30 | 3,261,297 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 2,597,558 |
Number of terminated vested participants | 2019-09-30 | 2 |
Fundng target for terminated vested participants | 2019-09-30 | 108,508 |
Active participant vested funding target | 2019-09-30 | 0 |
Number of active participants | 2019-09-30 | 0 |
Total funding liabilities for active participants | 2019-09-30 | 0 |
Total participant count | 2019-09-30 | 47 |
Total funding target for all participants | 2019-09-30 | 2,706,066 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 0 |
Present value of excess contributions | 2019-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 0 |
Total employer contributions | 2019-09-30 | 0 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 23,000 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 2 |
Total of all active and inactive participants | 2018-10-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 2 |
Total participants | 2018-10-01 | 45 |
Number of participants with account balances | 2018-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
Market value of plan assets | 2018-09-30 | 3,459,165 |
Acturial value of plan assets | 2018-09-30 | 3,418,296 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 2,579,799 |
Number of terminated vested participants | 2018-09-30 | 3 |
Fundng target for terminated vested participants | 2018-09-30 | 171,825 |
Active participant vested funding target | 2018-09-30 | 0 |
Number of active participants | 2018-09-30 | 0 |
Total funding liabilities for active participants | 2018-09-30 | 0 |
Total participant count | 2018-09-30 | 47 |
Total funding target for all participants | 2018-09-30 | 2,751,624 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 0 |
Present value of excess contributions | 2018-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 0 |
Total employer contributions | 2018-09-30 | 0 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 14,000 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 2 |
Total of all active and inactive participants | 2017-10-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 1 |
Total participants | 2017-10-01 | 46 |
Number of participants with account balances | 2017-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
Market value of plan assets | 2017-09-30 | 3,516,854 |
Acturial value of plan assets | 2017-09-30 | 3,451,505 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 2,676,492 |
Number of terminated vested participants | 2017-09-30 | 3 |
Fundng target for terminated vested participants | 2017-09-30 | 165,214 |
Active participant vested funding target | 2017-09-30 | 0 |
Number of active participants | 2017-09-30 | 0 |
Total funding liabilities for active participants | 2017-09-30 | 0 |
Total participant count | 2017-09-30 | 48 |
Total funding target for all participants | 2017-09-30 | 2,841,706 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 0 |
Amount remaining of prefunding balance | 2017-09-30 | 0 |
Present value of excess contributions | 2017-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 0 |
Total employer contributions | 2017-09-30 | 0 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 29,000 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Waived amount of outstanding balance | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2016: KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 3 |
Total of all active and inactive participants | 2016-10-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 1 |
Total participants | 2016-10-01 | 46 |
Market value of plan assets | 2016-09-30 | 3,513,707 |
Acturial value of plan assets | 2016-09-30 | 3,543,857 |
Funding target for retired participants and beneficiaries receiving payment | 2016-09-30 | 2,681,177 |
Number of terminated vested participants | 2016-09-30 | 4 |
Fundng target for terminated vested participants | 2016-09-30 | 252,622 |
Active participant vested funding target | 2016-09-30 | 0 |
Number of active participants | 2016-09-30 | 0 |
Total funding liabilities for active participants | 2016-09-30 | 0 |
Total participant count | 2016-09-30 | 48 |
Total funding target for all participants | 2016-09-30 | 2,933,799 |
Balance at beginning of prior year after applicable adjustments | 2016-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-09-30 | 0 |
Amount remaining of carryover balance | 2016-09-30 | 0 |
Amount remaining of prefunding balance | 2016-09-30 | 0 |
Present value of excess contributions | 2016-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-09-30 | 0 |
Balance of carryovers at beginning of current year | 2016-09-30 | 0 |
Balance of prefunding at beginning of current year | 2016-09-30 | 0 |
Total employer contributions | 2016-09-30 | 0 |
Total employee contributions | 2016-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2016-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2016-09-30 | 22,500 |
Net shortfall amortization installment of oustanding balance | 2016-09-30 | 0 |
Waiver amortization installment | 2016-09-30 | 0 |
Waived amount of outstanding balance | 2016-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-09-30 | 0 |
Additional cash requirement | 2016-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-09-30 | 0 |
Unpaid minimum required contributions for current year | 2016-09-30 | 0 |
Unpaid minimum required contributions for all years | 2016-09-30 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 49 |
2010: KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
Total of all active and inactive participants | 2010-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 20 |
Total of all active and inactive participants | 2009-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2021 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-09-30 | $0 |
Total plan liabilities at beginning of year | 2021-09-30 | $0 |
Total income from all sources | 2021-09-30 | $542,842 |
Expenses. Total of all expenses incurred | 2021-09-30 | $3,287,736 |
Benefits paid (including direct rollovers) | 2021-09-30 | $3,261,027 |
Total plan assets at end of year | 2021-09-30 | $0 |
Total plan assets at beginning of year | 2021-09-30 | $2,744,894 |
Value of fidelity bond covering the plan | 2021-09-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $10,544 |
Other income received | 2021-09-30 | $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 securities | 2021-09-30 | $0 |
2020 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $215,818 |
Expenses. Total of all expenses incurred | 2020-09-30 | $267,802 |
Benefits paid (including direct rollovers) | 2020-09-30 | $245,311 |
Total plan assets at end of year | 2020-09-30 | $2,744,894 |
Total plan assets at beginning of year | 2020-09-30 | $2,796,878 |
Value of fidelity bond covering the plan | 2020-09-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $12,716 |
Other income received | 2020-09-30 | $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 year | 2019-09-30 | $0 |
Total plan liabilities at beginning of year | 2019-09-30 | $0 |
Total income from all sources | 2019-09-30 | $22,895 |
Expenses. Total of all expenses incurred | 2019-09-30 | $278,329 |
Benefits paid (including direct rollovers) | 2019-09-30 | $251,737 |
Total plan assets at end of year | 2019-09-30 | $2,796,878 |
Total plan assets at beginning of year | 2019-09-30 | $3,052,312 |
Value of fidelity bond covering the plan | 2019-09-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $3,556 |
Other income received | 2019-09-30 | $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 securities | 2019-09-30 | $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 securities | 2018-09-30 | $0 |
2017 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-09-30 | $0 |
Total plan liabilities at beginning of year | 2017-09-30 | $6,760 |
Total income from all sources | 2017-09-30 | $211,317 |
Expenses. Total of all expenses incurred | 2017-09-30 | $269,006 |
Benefits paid (including direct rollovers) | 2017-09-30 | $252,897 |
Total plan assets at end of year | 2017-09-30 | $3,459,165 |
Total plan assets at beginning of year | 2017-09-30 | $3,523,614 |
Value of fidelity bond covering the plan | 2017-09-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $5,312 |
Other income received | 2017-09-30 | $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 year | 2016-09-30 | $6,760 |
Total plan liabilities at beginning of year | 2016-09-30 | $6,760 |
Total income from all sources | 2016-09-30 | $217,042 |
Expenses. Total of all expenses incurred | 2016-09-30 | $213,895 |
Benefits paid (including direct rollovers) | 2016-09-30 | $196,771 |
Total plan assets at end of year | 2016-09-30 | $3,523,614 |
Total plan assets at beginning of year | 2016-09-30 | $3,520,467 |
Value of fidelity bond covering the plan | 2016-09-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $2,736 |
Other income received | 2016-09-30 | $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 securities | 2016-09-30 | $0 |
2015 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $6,760 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $129,434 |
Expenses. Total of all expenses incurred | 2015-12-31 | $280,221 |
Benefits paid (including direct rollovers) | 2015-12-31 | $261,775 |
Total plan assets at end of year | 2015-12-31 | $3,520,467 |
Total plan assets at beginning of year | 2015-12-31 | $3,664,494 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,793 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $385,361 |
Expenses. Total of all expenses incurred | 2014-12-31 | $291,221 |
Benefits paid (including direct rollovers) | 2014-12-31 | $260,646 |
Total plan assets at end of year | 2014-12-31 | $3,664,494 |
Total plan assets at beginning of year | 2014-12-31 | $3,570,354 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $736,705 |
Expenses. Total of all expenses incurred | 2013-12-31 | $274,522 |
Benefits paid (including direct rollovers) | 2013-12-31 | $252,090 |
Total plan assets at end of year | 2013-12-31 | $3,570,354 |
Total plan assets at beginning of year | 2013-12-31 | $3,108,171 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 401k financial data |
---|
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $618,239 |
Expenses. Total of all expenses incurred | 2012-12-31 | $265,339 |
Benefits paid (including direct rollovers) | 2012-12-31 | $236,109 |
Total plan assets at end of year | 2012-12-31 | $3,108,171 |
Total plan assets at beginning of year | 2012-12-31 | $2,755,271 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Other income received | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $249,611 |
Expenses. Total of all expenses incurred | 2011-12-31 | $271,317 |
Benefits paid (including direct rollovers) | 2011-12-31 | $225,142 |
Total plan assets at end of year | 2011-12-31 | $2,755,271 |
Total plan assets at beginning of year | 2011-12-31 | $2,776,977 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Other income received | 2011-12-31 | $-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 securities | 2011-12-31 | $0 |
2010 : KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $523,461 |
Expenses. Total of all expenses incurred | 2010-12-31 | $227,267 |
Benefits paid (including direct rollovers) | 2010-12-31 | $181,676 |
Total plan assets at end of year | 2010-12-31 | $2,776,977 |
Total plan assets at beginning of year | 2010-12-31 | $2,480,783 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2020: KERR GROUP, INC. RETIREMENT INCOME PLAN 2020 form 5500 responses |
---|
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | Yes |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | Yes |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: KERR GROUP, INC. RETIREMENT INCOME PLAN 2019 form 5500 responses |
---|
2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | Yes |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: KERR GROUP, INC. RETIREMENT INCOME PLAN 2018 form 5500 responses |
---|
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | Yes |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: KERR GROUP, INC. RETIREMENT INCOME PLAN 2017 form 5500 responses |
---|
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | Yes |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: KERR GROUP, INC. RETIREMENT INCOME PLAN 2016 form 5500 responses |
---|
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | Yes |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KERR GROUP, INC. RETIREMENT INCOME PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KERR GROUP, INC. RETIREMENT INCOME PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KERR GROUP, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KERR GROUP, INC. RETIREMENT INCOME PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KERR GROUP, INC. RETIREMENT INCOME PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: KERR GROUP, INC. RETIREMENT INCOME PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KERR GROUP, INC. RETIREMENT INCOME PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |