401k Plan data: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST plan

EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST
Plan identification number	002

EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EDWARD J. KOZNAREK, JR. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD J. KOZNAREK, JR.

Employer identification number (EIN): 363503931

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 EDWARD KOZNAREK, JR. 2023-07-14
002 2021-01-01 EDWARD KOZNAREK, JR. 2022-06-01
002 2020-01-01 EDWARD KOZNAREK, JR. 2021-05-27
002 2019-01-01 EDWARD KOZNAREK 2020-07-28 EDWARD KOZNAREK 2020-07-28
002 2018-01-01 EDWARD KOZNAREK 2019-07-23 EDWARD KOZNAREK 2019-07-23
002 2017-01-01 EDWARD KOZNAREK 2018-09-21 EDWARD KOZNAREK 2018-09-21
002 2016-01-01 EDWARD KOZNAREK 2017-04-06 EDWARD KOZNAREK 2017-04-06
002 2015-01-01 EDWARD KOZNAREK 2016-09-15 EDWARD KOZNAREK 2016-09-15
002 2014-01-01 EDWARD KOZNAREK EDWARD KOZNAREK 2015-10-05
002 2013-01-01 EDWARD KOZNAREK EDWARD KOZNAREK 2014-10-01
002 2012-01-01 EDWARD J. KOZNAREK, JR. EDWARD J. KOZNAREK, JR. 2013-09-09
002 2011-01-01 EDWARD KOZNAREK EDWARD KOZNAREK 2012-08-20
002 2010-01-01 EDWARD KOZNAREK, JR. EDWARD KOZNAREK, JR. 2011-10-17
002 2009-01-01 EDWARD KOZNAREK EDWARD KOZNAREK 2010-10-05
002 2009-01-01 EDWARD KOZNAREK EDWARD KOZNAREK 2010-10-11
002 2009-01-01 EDWARD KOZNAREK EDWARD KOZNAREK 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	EDWARD KOZNAREK, JR.	2023-07-14
002	2021-01-01	EDWARD KOZNAREK, JR.	2022-06-01
002	2020-01-01	EDWARD KOZNAREK, JR.	2021-05-27
002	2019-01-01	EDWARD KOZNAREK	2020-07-28	EDWARD KOZNAREK	2020-07-28
002	2018-01-01	EDWARD KOZNAREK	2019-07-23	EDWARD KOZNAREK	2019-07-23
002	2017-01-01	EDWARD KOZNAREK	2018-09-21	EDWARD KOZNAREK	2018-09-21
002	2016-01-01	EDWARD KOZNAREK	2017-04-06	EDWARD KOZNAREK	2017-04-06
002	2015-01-01	EDWARD KOZNAREK	2016-09-15	EDWARD KOZNAREK	2016-09-15
002	2014-01-01	EDWARD KOZNAREK		EDWARD KOZNAREK	2015-10-05
002	2013-01-01	EDWARD KOZNAREK		EDWARD KOZNAREK	2014-10-01
002	2012-01-01	EDWARD J. KOZNAREK, JR.		EDWARD J. KOZNAREK, JR.	2013-09-09
002	2011-01-01	EDWARD KOZNAREK		EDWARD KOZNAREK	2012-08-20
002	2010-01-01	EDWARD KOZNAREK, JR.		EDWARD KOZNAREK, JR.	2011-10-17
002	2009-01-01	EDWARD KOZNAREK		EDWARD KOZNAREK	2010-10-05
002	2009-01-01	EDWARD KOZNAREK		EDWARD KOZNAREK	2010-10-11
002	2009-01-01	EDWARD KOZNAREK		EDWARD KOZNAREK	2010-10-12

Plan Statistics for EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST

401k plan membership statisitcs for EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST

Measure Date Value
2014: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST

Measure	Date	Value
2014 : EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$188
Total income from all sources	2014-12-31	$80,809
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$617,299
Total plan assets at beginning of year	2014-12-31	$536,678
Value of fidelity bond covering the plan	2014-12-31	$60,000
Total contributions received or receivable from participants	2014-12-31	$24,750
Other income received	2014-12-31	$31,898
Net income (gross income less expenses)	2014-12-31	$80,809
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$617,299
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$536,490
Assets. Value of participant loans	2014-12-31	$38,145
Total contributions received or receivable from employer(s)	2014-12-31	$24,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$188
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$112,443
Expenses. Total of all expenses incurred	2013-12-31	$1,044
Benefits paid (including direct rollovers)	2013-12-31	$944
Total plan assets at end of year	2013-12-31	$536,678
Total plan assets at beginning of year	2013-12-31	$425,091
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$28,172
Other income received	2013-12-31	$46,171
Net income (gross income less expenses)	2013-12-31	$111,399
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$536,490
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$425,091
Assets. Value of participant loans	2013-12-31	$5,454
Total contributions received or receivable from employer(s)	2013-12-31	$38,100
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$81,742
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$425,091
Total plan assets at beginning of year	2012-12-31	$343,349
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$4,883
Other income received	2012-12-31	$51,523
Net income (gross income less expenses)	2012-12-31	$81,742
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$425,091
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$343,349
Assets. Value of participant loans	2012-12-31	$16,098
Total contributions received or receivable from employer(s)	2012-12-31	$25,336
2011 : EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$2,367
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$343,349
Total plan assets at beginning of year	2011-12-31	$340,982
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$4,983
Other income received	2011-12-31	$-12,943
Net income (gross income less expenses)	2011-12-31	$2,367
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$343,349
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$340,982
Assets. Value of participant loans	2011-12-31	$26,301
Total contributions received or receivable from employer(s)	2011-12-31	$10,327
2010 : EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$53,234
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$340,982
Total plan assets at beginning of year	2010-12-31	$287,748
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$2,358
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$41,078
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$53,234
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$340,982
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$287,748
Assets. Value of participant loans	2010-12-31	$36,082
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$3,157
Total contributions received or receivable from employer(s)	2010-12-31	$9,798
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST

2014: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 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	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 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	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 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	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 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	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD J. KOZNAREK, JR. 401(K) PLAN AND TRUST 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	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD J. KOZNAREK, JR.
Employer identification number (EIN):	363503931
NAIC Classification:	523900