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| Plan Name | MICHAEL J. KERTYZAK 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MICHAEL J. KERTYZAK |
| Employer identification number (EIN): | 270501632 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | MICHAEL J. KERTYZAK | 2015-07-23 | ||
| 001 | 2013-01-01 | MICHAEL J. KERTYZAK | 2014-05-30 | ||
| 001 | 2012-01-01 | MICHAEL J. KERTYZAK | 2013-09-26 | ||
| 001 | 2011-01-01 | MICHAEL J. KERTYZAK | 2012-07-31 |
| Measure | Date | Value |
|---|---|---|
| 2025: MICHAEL J. KERTYZAK 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-15 | 3 |
| Total number of particpants at end of year | 2025-07-15 | 3 |
| Number of Participants With Account Balances | 2025-07-15 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MICHAEL J. KERTYZAK 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-15 | 252 |
| Net assets as of the end of the plan year | 2025-07-15 | 1574164 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 1398849 |
| Participant contributions to plan in this plan year | 2025-07-15 | 23000 |
| Other expenses paid from plan in this plan year | 2025-07-15 | 252 |
| Other contributions to plan in this plan year | 2025-07-15 | 0 |
| Other income to plan in this plan year | 2025-07-15 | 152567 |
| Plan net income in this plan year | 2025-07-15 | 175315 |
| Net assets as of the end of the plan year | 2025-07-15 | 1574164 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 1398849 |
| Employer contributions to plan in this plan year | 2025-07-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 0 |