M & Z PROPERTIES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & Z PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : M & Z PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-09 | 60952 |
| Net assets as of the end of the plan year | 2025-07-09 | 1903797 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 1421871 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-09 | 233153 |
| Value of participant loans at end of plan year | 2025-07-09 | 11112 |
| Other income to plan in this plan year | 2025-07-09 | 232280 |
| Plan net income in this plan year | 2025-07-09 | 481926 |
| Net assets as of the end of the plan year | 2025-07-09 | 1903797 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 1421871 |
| Employer contributions to plan in this plan year | 2025-07-09 | 77445 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-09 | 11699 |
| 2023 : M & Z PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $491,267 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $157,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $136,284 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $1,048 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $283,134 |
| Value of total assets at end of year | 2023-12-31 | $1,421,871 |
| Value of total assets at beginning of year | 2023-12-31 | $1,088,059 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $20,123 |
| Total interest from all sources | 2023-12-31 | $1,044 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $198,707 |
| Participant contributions at end of year | 2023-12-31 | $20,832 |
| Participant contributions at beginning of year | 2023-12-31 | $19,921 |
| Participant contributions at end of year | 2023-12-31 | $9 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $8,543 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $333,812 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,421,871 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,088,059 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $20,123 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $1,365,752 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $1,037,932 |
| Interest on participant loans | 2023-12-31 | $1,044 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $35,269 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $30,206 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $207,089 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $75,884 |
| Employer contributions (assets) at end of year | 2023-12-31 | $9 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $136,284 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2023-12-31 | 753148637 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $491,267 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $157,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $136,284 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $1,048 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $283,134 |
| Value of total assets at end of year | 2023-01-01 | $1,421,871 |
| Value of total assets at beginning of year | 2023-01-01 | $1,088,059 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $20,123 |
| Total interest from all sources | 2023-01-01 | $1,044 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $198,707 |
| Participant contributions at end of year | 2023-01-01 | $20,832 |
| Participant contributions at beginning of year | 2023-01-01 | $19,921 |
| Participant contributions at end of year | 2023-01-01 | $9 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $8,543 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $333,812 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,421,871 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,088,059 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $20,123 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $1,365,752 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $1,037,932 |
| Interest on participant loans | 2023-01-01 | $1,044 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $35,269 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $30,206 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $207,089 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $75,884 |
| Employer contributions (assets) at end of year | 2023-01-01 | $9 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $136,284 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2023-01-01 | 753148637 |
| 2022 : M & Z PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $57,815 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $244,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $229,904 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $275,225 |
| Value of total assets at end of year | 2022-12-31 | $1,088,059 |
| Value of total assets at beginning of year | 2022-12-31 | $1,274,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,419 |
| Total interest from all sources | 2022-12-31 | $1,275 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $188,679 |
| Participant contributions at end of year | 2022-12-31 | $19,921 |
| Participant contributions at beginning of year | 2022-12-31 | $35,498 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,974 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-186,508 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,088,059 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,274,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $14,419 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,037,932 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,214,224 |
| Interest on participant loans | 2022-12-31 | $1,275 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $30,206 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $24,845 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-218,685 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $84,572 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $229,904 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2022-12-31 | 753148637 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $57,815 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $244,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $229,904 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $275,225 |
| Value of total assets at end of year | 2022-01-01 | $1,088,059 |
| Value of total assets at beginning of year | 2022-01-01 | $1,274,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $14,419 |
| Total interest from all sources | 2022-01-01 | $1,275 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $188,679 |
| Participant contributions at end of year | 2022-01-01 | $19,921 |
| Participant contributions at beginning of year | 2022-01-01 | $35,498 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,974 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-186,508 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,088,059 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,274,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $14,419 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,037,932 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,214,224 |
| Interest on participant loans | 2022-01-01 | $1,275 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $30,206 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $24,845 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-218,685 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $84,572 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $229,904 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2022-01-01 | 753148637 |
| 2021 : M & Z PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $485,291 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $87,222 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $73,749 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $328,600 |
| Value of total assets at end of year | 2021-12-31 | $1,274,567 |
| Value of total assets at beginning of year | 2021-12-31 | $876,498 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,473 |
| Total interest from all sources | 2021-12-31 | $1,241 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $204,541 |
| Participant contributions at end of year | 2021-12-31 | $35,498 |
| Participant contributions at beginning of year | 2021-12-31 | $11,916 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $36,760 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $398,069 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,274,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $876,498 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $13,473 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,214,224 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $845,062 |
| Interest on participant loans | 2021-12-31 | $1,241 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $24,845 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $19,520 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $155,450 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $87,299 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $73,749 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2021-12-31 | 753148637 |
