Civic Intelligence
Filing

Knowledge Based Systems Inc. 401K Plan

Knowledge Based Systems Inc. • EIN 74-2505334 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

49 → 34

-15 • -30.61%

Assets

Up

$1,129,727 → $1,151,195

$21,468 • 1.90%

Investment Management Fee

-

Admin expenses - • Total expenses $432,113

Filing Details

Context
Net investment result
$21,468
Pension payor EIN
74-2505334

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024135$17,306,464$556,881$15,911iApproximate average salary by contribution assumption: employee only about $397,772 at 4% or $265,181 at 6%; with 50% employer match about $265,181 at 4% or $176,788 at 6%; with 100% employer match about $198,886 at 4% or $132,591 at 6%.
Knowledge Based Systems Inc. 401K Plan-35$17,306,464$556,881$15,911iApproximate average salary by contribution assumption: employee only about $397,772 at 4% or $265,181 at 6%; with 50% employer match about $265,181 at 4% or $176,788 at 6%; with 100% employer match about $198,886 at 4% or $132,591 at 6%.
2023153$16,661,672$620,605$11,710iApproximate average salary by contribution assumption: employee only about $292,738 at 4% or $195,159 at 6%; with 50% employer match about $195,159 at 4% or $130,106 at 6%; with 100% employer match about $146,369 at 4% or $97,579 at 6%.
Knowledge Based Systems Inc. 401K Plan-53$16,661,672$620,605$11,710iApproximate average salary by contribution assumption: employee only about $292,738 at 4% or $195,159 at 6%; with 50% employer match about $195,159 at 4% or $130,106 at 6%; with 100% employer match about $146,369 at 4% or $97,579 at 6%.
2022155$14,661,135$657,039$11,946iApproximate average salary by contribution assumption: employee only about $298,654 at 4% or $199,103 at 6%; with 50% employer match about $199,103 at 4% or $132,735 at 6%; with 100% employer match about $149,327 at 4% or $99,551 at 6%.
Knowledge Based Systems Inc. 401K Plan-55$14,661,135$657,039$11,946iApproximate average salary by contribution assumption: employee only about $298,654 at 4% or $199,103 at 6%; with 50% employer match about $199,103 at 4% or $132,735 at 6%; with 100% employer match about $149,327 at 4% or $99,551 at 6%.
2021155$17,491,781$624,786$11,360iApproximate average salary by contribution assumption: employee only about $283,994 at 4% or $189,329 at 6%; with 50% employer match about $189,329 at 4% or $126,219 at 6%; with 100% employer match about $141,997 at 4% or $94,665 at 6%.
Knowledge Based Systems Inc. 401K Plan-55$17,491,781$624,786$11,360iApproximate average salary by contribution assumption: employee only about $283,994 at 4% or $189,329 at 6%; with 50% employer match about $189,329 at 4% or $126,219 at 6%; with 100% employer match about $141,997 at 4% or $94,665 at 6%.
2020152$16,208,199$637,328$12,256iApproximate average salary by contribution assumption: employee only about $306,408 at 4% or $204,272 at 6%; with 50% employer match about $204,272 at 4% or $136,181 at 6%; with 100% employer match about $153,204 at 4% or $102,136 at 6%.
Knowledge Based Systems Inc. 401K Plan-52$16,208,199$637,328$12,256iApproximate average salary by contribution assumption: employee only about $306,408 at 4% or $204,272 at 6%; with 50% employer match about $204,272 at 4% or $136,181 at 6%; with 100% employer match about $153,204 at 4% or $102,136 at 6%.
2019150$14,192,865$643,279$12,866iApproximate average salary by contribution assumption: employee only about $321,640 at 4% or $214,426 at 6%; with 50% employer match about $214,426 at 4% or $142,951 at 6%; with 100% employer match about $160,820 at 4% or $107,213 at 6%.
Knowledge Based Systems Inc. 401K Plan-50$14,192,865$643,279$12,866iApproximate average salary by contribution assumption: employee only about $321,640 at 4% or $214,426 at 6%; with 50% employer match about $214,426 at 4% or $142,951 at 6%; with 100% employer match about $160,820 at 4% or $107,213 at 6%.
2018151$11,686,608$595,074$11,668iApproximate average salary by contribution assumption: employee only about $291,703 at 4% or $194,469 at 6%; with 50% employer match about $194,469 at 4% or $129,646 at 6%; with 100% employer match about $145,851 at 4% or $97,234 at 6%.
Knowledge Based Systems Inc. 401K Plan-51$11,686,608$595,074$11,668iApproximate average salary by contribution assumption: employee only about $291,703 at 4% or $194,469 at 6%; with 50% employer match about $194,469 at 4% or $129,646 at 6%; with 100% employer match about $145,851 at 4% or $97,234 at 6%.
2017143$11,973,295$466,556$10,850iApproximate average salary by contribution assumption: employee only about $271,253 at 4% or $180,836 at 6%; with 50% employer match about $180,836 at 4% or $120,557 at 6%; with 100% employer match about $135,627 at 4% or $90,418 at 6%.
Knowledge Based Systems Inc. 401K Plan-43$11,973,295$466,556$10,850iApproximate average salary by contribution assumption: employee only about $271,253 at 4% or $180,836 at 6%; with 50% employer match about $180,836 at 4% or $120,557 at 6%; with 100% employer match about $135,627 at 4% or $90,418 at 6%.
2016141$10,089,018$313,543$7,647iApproximate average salary by contribution assumption: employee only about $191,185 at 4% or $127,457 at 6%; with 50% employer match about $127,457 at 4% or $84,971 at 6%; with 100% employer match about $95,592 at 4% or $63,728 at 6%.
Knowledge Based Systems Inc. 401K Plan-41$10,089,018$313,543$7,647iApproximate average salary by contribution assumption: employee only about $191,185 at 4% or $127,457 at 6%; with 50% employer match about $127,457 at 4% or $84,971 at 6%; with 100% employer match about $95,592 at 4% or $63,728 at 6%.
2015180$10,325,340$517,957$6,474iApproximate average salary by contribution assumption: employee only about $161,862 at 4% or $107,908 at 6%; with 50% employer match about $107,908 at 4% or $71,938 at 6%; with 100% employer match about $80,931 at 4% or $53,954 at 6%.
Knowledge Based Systems Inc. 401K Plan-80$10,325,340$517,957$6,474iApproximate average salary by contribution assumption: employee only about $161,862 at 4% or $107,908 at 6%; with 50% employer match about $107,908 at 4% or $71,938 at 6%; with 100% employer match about $80,931 at 4% or $53,954 at 6%.
2014187$10,193,484$584,172$6,715iApproximate average salary by contribution assumption: employee only about $167,866 at 4% or $111,910 at 6%; with 50% employer match about $111,910 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,955 at 6%.
Knowledge Based Systems Inc. 401K Plan-87$10,193,484$584,172$6,715iApproximate average salary by contribution assumption: employee only about $167,866 at 4% or $111,910 at 6%; with 50% employer match about $111,910 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,955 at 6%.
2013191$9,231,656$654,000$7,187iApproximate average salary by contribution assumption: employee only about $179,670 at 4% or $119,780 at 6%; with 50% employer match about $119,780 at 4% or $79,853 at 6%; with 100% employer match about $89,835 at 4% or $59,890 at 6%.
Knowledge Based Systems Inc. 401K Plan-91$9,231,656$654,000$7,187iApproximate average salary by contribution assumption: employee only about $179,670 at 4% or $119,780 at 6%; with 50% employer match about $119,780 at 4% or $79,853 at 6%; with 100% employer match about $89,835 at 4% or $59,890 at 6%.
2012181$7,311,917$535,371$6,610iApproximate average salary by contribution assumption: employee only about $165,238 at 4% or $110,159 at 6%; with 50% employer match about $110,159 at 4% or $73,439 at 6%; with 100% employer match about $82,619 at 4% or $55,079 at 6%.
Knowledge Based Systems Inc. 401K Plan-81$7,311,917$535,371$6,610iApproximate average salary by contribution assumption: employee only about $165,238 at 4% or $110,159 at 6%; with 50% employer match about $110,159 at 4% or $73,439 at 6%; with 100% employer match about $82,619 at 4% or $55,079 at 6%.
2011187$6,099,115$594,506$6,833iApproximate average salary by contribution assumption: employee only about $170,835 at 4% or $113,890 at 6%; with 50% employer match about $113,890 at 4% or $75,927 at 6%; with 100% employer match about $85,418 at 4% or $56,945 at 6%.
Knowledge Based Systems Inc. 401K Plan-87$6,099,115$594,506$6,833iApproximate average salary by contribution assumption: employee only about $170,835 at 4% or $113,890 at 6%; with 50% employer match about $113,890 at 4% or $75,927 at 6%; with 100% employer match about $85,418 at 4% or $56,945 at 6%.
2010182$5,899,845$485,925$5,926iApproximate average salary by contribution assumption: employee only about $148,148 at 4% or $98,765 at 6%; with 50% employer match about $98,765 at 4% or $65,843 at 6%; with 100% employer match about $74,074 at 4% or $49,383 at 6%.
Knowledge Based Systems Inc. 401K Plan-82$5,899,845$485,925$5,926iApproximate average salary by contribution assumption: employee only about $148,148 at 4% or $98,765 at 6%; with 50% employer match about $98,765 at 4% or $65,843 at 6%; with 100% employer match about $74,074 at 4% or $49,383 at 6%.
20091103$4,818,587$500,481$4,859iApproximate average salary by contribution assumption: employee only about $121,476 at 4% or $80,984 at 6%; with 50% employer match about $80,984 at 4% or $53,989 at 6%; with 100% employer match about $60,738 at 4% or $40,492 at 6%.
Knowledge Based Systems Inc. 401K Plan-103$4,818,587$500,481$4,859iApproximate average salary by contribution assumption: employee only about $121,476 at 4% or $80,984 at 6%; with 50% employer match about $80,984 at 4% or $53,989 at 6%; with 100% employer match about $60,738 at 4% or $40,492 at 6%.
2008197$3,324,369$483,709$4,987iApproximate average salary by contribution assumption: employee only about $124,667 at 4% or $83,112 at 6%; with 50% employer match about $83,112 at 4% or $55,408 at 6%; with 100% employer match about $62,334 at 4% or $41,556 at 6%.
Knowledge Based Systems Inc. 401K Plan-97$3,324,369$483,709$4,987iApproximate average salary by contribution assumption: employee only about $124,667 at 4% or $83,112 at 6%; with 50% employer match about $83,112 at 4% or $55,408 at 6%; with 100% employer match about $62,334 at 4% or $41,556 at 6%.
2007186$4,361,211$573,875$6,673iApproximate average salary by contribution assumption: employee only about $166,824 at 4% or $111,216 at 6%; with 50% employer match about $111,216 at 4% or $74,144 at 6%; with 100% employer match about $83,412 at 4% or $55,608 at 6%.
Knowledge Based Systems Inc. 401K Plan-86$4,361,211$573,875$6,673iApproximate average salary by contribution assumption: employee only about $166,824 at 4% or $111,216 at 6%; with 50% employer match about $111,216 at 4% or $74,144 at 6%; with 100% employer match about $83,412 at 4% or $55,608 at 6%.
2006170$3,535,836$275,496$3,936iApproximate average salary by contribution assumption: employee only about $98,391 at 4% or $65,594 at 6%; with 50% employer match about $65,594 at 4% or $43,730 at 6%; with 100% employer match about $49,196 at 4% or $32,797 at 6%.
Knowledge Based Systems Inc. 401K Plan-70$3,535,836$275,496$3,936iApproximate average salary by contribution assumption: employee only about $98,391 at 4% or $65,594 at 6%; with 50% employer match about $65,594 at 4% or $43,730 at 6%; with 100% employer match about $49,196 at 4% or $32,797 at 6%.
2005153$2,976,383$226,793$4,279iApproximate average salary by contribution assumption: employee only about $106,978 at 4% or $71,319 at 6%; with 50% employer match about $71,319 at 4% or $47,546 at 6%; with 100% employer match about $53,489 at 4% or $35,659 at 6%.
Knowledge Based Systems Inc. 401K Plan-53$2,976,383$226,793$4,279iApproximate average salary by contribution assumption: employee only about $106,978 at 4% or $71,319 at 6%; with 50% employer match about $71,319 at 4% or $47,546 at 6%; with 100% employer match about $53,489 at 4% or $35,659 at 6%.
2004163$2,756,682$245,827$3,902iApproximate average salary by contribution assumption: employee only about $97,550 at 4% or $65,034 at 6%; with 50% employer match about $65,034 at 4% or $43,356 at 6%; with 100% employer match about $48,775 at 4% or $32,517 at 6%.
Knowledge Based Systems Inc. 401K Plan-63$2,756,682$245,827$3,902iApproximate average salary by contribution assumption: employee only about $97,550 at 4% or $65,034 at 6%; with 50% employer match about $65,034 at 4% or $43,356 at 6%; with 100% employer match about $48,775 at 4% or $32,517 at 6%.
2003161$2,328,594$270,178$4,429iApproximate average salary by contribution assumption: employee only about $110,729 at 4% or $73,819 at 6%; with 50% employer match about $73,819 at 4% or $49,213 at 6%; with 100% employer match about $55,364 at 4% or $36,910 at 6%.
Knowledge Based Systems Inc. 401K Plan-61$2,328,594$270,178$4,429iApproximate average salary by contribution assumption: employee only about $110,729 at 4% or $73,819 at 6%; with 50% employer match about $73,819 at 4% or $49,213 at 6%; with 100% employer match about $55,364 at 4% or $36,910 at 6%.
2002173$1,685,347$599,123$8,207iApproximate average salary by contribution assumption: employee only about $205,179 at 4% or $136,786 at 6%; with 50% employer match about $136,786 at 4% or $91,191 at 6%; with 100% employer match about $102,590 at 4% or $68,393 at 6%.
Knowledge Based Systems Inc. 401K Plan-73$1,685,347$599,123$8,207iApproximate average salary by contribution assumption: employee only about $205,179 at 4% or $136,786 at 6%; with 50% employer match about $136,786 at 4% or $91,191 at 6%; with 100% employer match about $102,590 at 4% or $68,393 at 6%.
2001191$0$0-
Knowledge Based Systems Inc. 401K Plan-91---
2000144$0$0-
Knowledge Based Systems Inc. 401K Plan-44---
1999134$1,151,195$255,033$7,501iApproximate average salary by contribution assumption: employee only about $187,524 at 4% or $125,016 at 6%; with 50% employer match about $125,016 at 4% or $83,344 at 6%; with 100% employer match about $93,762 at 4% or $62,508 at 6%.
Knowledge Based Systems Inc. 401K PlanCurrent34$1,151,195$255,033$7,501iApproximate average salary by contribution assumption: employee only about $187,524 at 4% or $125,016 at 6%; with 50% employer match about $125,016 at 4% or $83,344 at 6%; with 100% employer match about $93,762 at 4% or $62,508 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,151,195$21,468 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,129,727$1,151,195Increase +$21,468 (1.90%)
Total liabilities$0$0No change $0
Net assets$1,129,727$1,151,195Increase +$21,468 (1.90%)

Contributions

Employer contributions$139,503
Participant contributions$115,530
Other contributions$0

Income & Expenses

Total income$453,581
Total expenses$432,113
Net income$21,468
Source fields
Schedule I source fields
Filing Id
56037207174031
Schedule I EIN
74-2505334
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$1,129,727
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,129,727
Small plan total assets at end of year
$1,151,195
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,151,195
Small plan employer contributions
$139,503
Small plan participant contributions
$115,530
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$198,548
Small plan total income
$453,581
Small plan total benefit distributions
$432,113
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$432,113
Small plan net income or loss
$21,468
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$116,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN74-2505334

Transfers

Distributed property value$432,113
Schedule R source fields
Payor 74-2505334
Filing Id
56037207174031
Schedule R EIN
74-2505334
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$432,113
Pension payor EIN
74-2505334
Pension Bnft Distribution Sngl Sum Count
26
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0