401k Plan data: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST plan

KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

KURTZ FARMS has sponsored the creation of one or more 401k plans.

Company Name: KURTZ FARMS

Employer identification number (EIN): 061566226

NAIC Classification: 424930
NAIC Description: Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EARL KURTZ III 2023-05-12 EARL KURTZ III 2023-05-12
001 2021-01-01 EARL J KURTZ, III 2022-09-15 EARL J KURTZ, III 2022-09-15
001 2020-01-01 EARL KURTZ 2021-09-27 EARL KURTZ 2021-09-27
001 2019-01-01 EARL KURTZ, JR. 2020-07-07
001 2018-01-01 EARL KURTZ, JR. 2019-07-29
001 2017-01-01 EARL KURTZ, JR. 2018-07-16
001 2016-01-01 EARL KURTZ, JR. 2017-07-14
001 2015-01-01 EARL KURTZ, JR. 2016-10-04
001 2014-01-01 EARL KURTZ, JR.
001 2013-01-01 EARL KURTZ, JR.
001 2012-01-01 EARL KURTZ, JR.
001 2011-01-01 EARL KURTZ, JR.
001 2010-01-01 KURTZ FARMS 2011-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	EARL KURTZ III	2023-05-12	EARL KURTZ III	2023-05-12
001	2021-01-01	EARL J KURTZ, III	2022-09-15	EARL J KURTZ, III	2022-09-15
001	2020-01-01	EARL KURTZ	2021-09-27	EARL KURTZ	2021-09-27
001	2019-01-01	EARL KURTZ, JR.	2020-07-07
001	2018-01-01	EARL KURTZ, JR.	2019-07-29
001	2017-01-01	EARL KURTZ, JR.	2018-07-16
001	2016-01-01	EARL KURTZ, JR.	2017-07-14
001	2015-01-01	EARL KURTZ, JR.	2016-10-04
001	2014-01-01	EARL KURTZ, JR.
001	2013-01-01	EARL KURTZ, JR.
001	2012-01-01	EARL KURTZ, JR.
001	2011-01-01	EARL KURTZ, JR.
001	2010-01-01	KURTZ FARMS	2011-05-17

Plan Statistics for KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 82
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 7
Total of all active and inactive participants 2014-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 89
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
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 5
Total of all active and inactive participants 2013-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 81
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
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 6
Total of all active and inactive participants 2012-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 77
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
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 4
Total of all active and inactive participants 2011-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 71
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	82
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	7
Total of all active and inactive participants	2014-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	89
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
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	5
Total of all active and inactive participants	2013-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	81
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
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	6
Total of all active and inactive participants	2012-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	77
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
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	4
Total of all active and inactive participants	2011-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	71
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$197,412
Expenses. Total of all expenses incurred	2014-12-31	$3,179
Benefits paid (including direct rollovers)	2014-12-31	$3,179
Total plan assets at end of year	2014-12-31	$1,424,825
Total plan assets at beginning of year	2014-12-31	$1,230,592
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$91,959
Other income received	2014-12-31	$52,287
Net income (gross income less expenses)	2014-12-31	$194,233
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,424,825
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,230,592
Assets. Value of participant loans	2014-12-31	$12,169
Total contributions received or receivable from employer(s)	2014-12-31	$53,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$305,017
Expenses. Total of all expenses incurred	2013-12-31	$49,222
Benefits paid (including direct rollovers)	2013-12-31	$49,222
Total plan assets at end of year	2013-12-31	$1,230,592
Total plan assets at beginning of year	2013-12-31	$974,797
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$80,059
Contributions received from other sources (not participants or employers)	2013-12-31	$4,842
Other income received	2013-12-31	$172,214
Net income (gross income less expenses)	2013-12-31	$255,795
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,230,592
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$974,797
Assets. Value of participant loans	2013-12-31	$7,447
Total contributions received or receivable from employer(s)	2013-12-31	$47,902
2012 : KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$237,533
Expenses. Total of all expenses incurred	2012-12-31	$104,393
Benefits paid (including direct rollovers)	2012-12-31	$104,393
Total plan assets at end of year	2012-12-31	$974,797
Total plan assets at beginning of year	2012-12-31	$841,657
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$83,374
Other income received	2012-12-31	$106,896
Net income (gross income less expenses)	2012-12-31	$133,140
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$974,797
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$841,657
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	2012-12-31	$912
Total contributions received or receivable from employer(s)	2012-12-31	$47,263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$116,629
Expenses. Total of all expenses incurred	2011-12-31	$16,369
Benefits paid (including direct rollovers)	2011-12-31	$13,330
Total plan assets at end of year	2011-12-31	$841,657
Total plan assets at beginning of year	2011-12-31	$741,397
Total contributions received or receivable from participants	2011-12-31	$85,821
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,039
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-19,373
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$100,260
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$841,657
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$741,397
Total contributions received or receivable from employer(s)	2011-12-31	$50,181
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST

2014: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KURTZ FARMS 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )

Policy contract number

GP4388

Policy instance

Insurance contract or identification number	GP4388
Number of Individuals Covered	26
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,202
Insurance broker organization code?	3
Insurance broker name	BULLARD FINANCIAL GROUP INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99646

Policy instance

Insurance contract or identification number	99646
Insurance policy start date	2012-01-26
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,029
Total amount of fees paid to insurance company	USD $340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,919
Insurance broker organization code?	3
Amount paid for insurance broker fees	340
Insurance broker name	MONGAN STANLEY SMITH BARNEY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99646

Policy instance

Insurance contract or identification number	99646
Number of Individuals Covered	21
Insurance policy start date	2012-01-26
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,767
Total amount of fees paid to insurance company	USD $1,081
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,654
Insurance broker organization code?	3
Amount paid for insurance broker fees	1081
Insurance broker name	MONGAN STANLEY SMITH BARNEY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99646

Policy instance

Insurance contract or identification number	99646
Number of Individuals Covered	21
Insurance policy start date	2011-01-26
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,532
Total amount of fees paid to insurance company	USD $1,789

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Company Name:	KURTZ FARMS
Employer identification number (EIN):	061566226
NAIC Classification:	424930
NAIC Description:	Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers