THE MILTON & HATTIE KUTZ HOME, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE MILTON & HATTIE KUTZ HOME, INC.
| Measure | Date | Value |
|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF THE MILTON & HATTIE KUTZ HOME, INC. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-02 | 246372 |
| Net assets as of the end of the plan year | 2025-10-02 | 1441747 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 1506447 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 23785 |
| Other expenses paid from plan in this plan year | 2025-10-02 | 851 |
| Other income to plan in this plan year | 2025-10-02 | 157887 |
| Plan net income in this plan year | 2025-10-02 | -64700 |
| Net assets as of the end of the plan year | 2025-10-02 | 1441747 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 1506447 |
| Fees paid to broker by Benefit Provider | 2025-10-02 | 84 |
| 2024 : EMPLOYEE BENEFIT PLAN OF THE MILTON & HATTIE KUTZ HOME, INC. 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-14 | 429833 |
| Net assets as of the end of the plan year | 2024-10-14 | 1506447 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 1628714 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 22435 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 14899 |
| Other income to plan in this plan year | 2024-10-14 | 270232 |
| Plan net income in this plan year | 2024-10-14 | -122267 |
| Net assets as of the end of the plan year | 2024-10-14 | 1506447 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 1628714 |
| Employer contributions to plan in this plan year | 2024-10-14 | 0 |
| Fees paid to broker by Benefit Provider | 2024-10-14 | 363 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 331 |
| 2020 : EMPLOYEE BENEFIT PLAN OF THE MILTON & HATTIE KUTZ HOME, INC. 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $431,729 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $121,294 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $119,643 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $556 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $236,707 |
| Value of total assets at end of year | 2020-12-31 | $2,398,794 |
| Value of total assets at beginning of year | 2020-12-31 | $2,088,359 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,095 |
| Total interest from all sources | 2020-12-31 | $6,518 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $157,881 |
| Participant contributions at end of year | 2020-12-31 | $22,711 |
| Participant contributions at beginning of year | 2020-12-31 | $42,010 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1 |
| Other income not declared elsewhere | 2020-12-31 | $2,740 |
| Administrative expenses (other) incurred | 2020-12-31 | $1,095 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $310,435 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,398,794 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,088,359 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,861,644 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,569,646 |
| Interest on participant loans | 2020-12-31 | $1,571 |
| Interest earned on other investments | 2020-12-31 | $4,947 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $514,439 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $476,703 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $185,764 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $78,825 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $119,643 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
