ROBERT J. KRATZ & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. KRATZ & CO. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT J. KRATZ & CO. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-23 | 260126 |
| Net assets as of the end of the plan year | 2025-06-23 | 1285606 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 1152405 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 120000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 168035 |
| Value of participant loans at end of plan year | 2025-06-23 | 32991 |
| Other income to plan in this plan year | 2025-06-23 | 190155 |
| Plan net income in this plan year | 2025-06-23 | 133201 |
| Net assets as of the end of the plan year | 2025-06-23 | 1285606 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 1152405 |
| Employer contributions to plan in this plan year | 2025-06-23 | 35137 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 670 |
| 2024 : ROBERT J. KRATZ & CO. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-07 | 185 |
| Net assets as of the end of the plan year | 2024-06-07 | 1152405 |
| Total assets as of the beginning of the plan year | 2024-06-07 | 782809 |
| Value of plan covered by a fidelity bond | 2024-06-07 | 80000 |
| Participant contributions to plan in this plan year | 2024-06-07 | 168506 |
| Value of participant loans at end of plan year | 2024-06-07 | 7005 |
| Other income to plan in this plan year | 2024-06-07 | 166430 |
| Plan net income in this plan year | 2024-06-07 | 369596 |
| Net assets as of the end of the plan year | 2024-06-07 | 1152405 |
| Net assets as of the beginning of the plan year | 2024-06-07 | 782809 |
| Employer contributions to plan in this plan year | 2024-06-07 | 34845 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-07 | 185 |
| 2022 : ROBERT J. KRATZ & CO. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-01 | 61328 |
| Net assets as of the end of the plan year | 2022-09-01 | 779996 |
| Total assets as of the beginning of the plan year | 2022-09-01 | 578469 |
| Value of plan covered by a fidelity bond | 2022-09-01 | 60000 |
| Participant contributions to plan in this plan year | 2022-09-01 | 131358 |
| Other income to plan in this plan year | 2022-09-01 | 96114 |
| Plan net income in this plan year | 2022-09-01 | 201527 |
| Net assets as of the end of the plan year | 2022-09-01 | 779996 |
| Net assets as of the beginning of the plan year | 2022-09-01 | 578469 |
| Employer contributions to plan in this plan year | 2022-09-01 | 35383 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-01 | 790 |
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