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Plan Name | KUNZLER & COMPANY, INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KUNZLER & COMPANY, INC. |
Employer identification number (EIN): | 230780130 |
NAIC Classification: | 311610 |
NAIC Description: | Animal Slaughtering and Processing |
Additional information about KUNZLER & COMPANY, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2015-03-17 |
Company Identification Number: | F198972 |
Legal Registered Office Address: |
250 Browns Hill Ct Midlothian United States of America (USA) 23114-9510 |
More information about KUNZLER & COMPANY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JOHN YOUNK | |||
001 | 2016-01-01 | JOHN YOUNK | JOHN YOUNK | 2017-09-11 | |
001 | 2015-01-01 | JOHN YOUNK | JOHN YOUNK | 2016-09-20 | |
001 | 2014-01-01 | JOHN YOUNK | |||
001 | 2013-01-01 | JOHN YOUNK | |||
001 | 2012-01-01 | JOHN YOUNK | |||
001 | 2011-01-01 | JOHN YOUNK | |||
001 | 2010-01-01 | JOHN M. YOUNK | |||
001 | 2009-01-01 | JOSEPH LUCIA |
Measure | Date | Value |
---|---|---|
2022: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 578 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 394 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 164 |
Total of all active and inactive participants | 2022-01-01 | 558 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 561 |
Number of participants with account balances | 2022-01-01 | 561 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 68 |
2021: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 589 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 399 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 161 |
Total of all active and inactive participants | 2021-01-01 | 560 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 562 |
Number of participants with account balances | 2021-01-01 | 562 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 73 |
2020: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 587 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 453 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 137 |
Total of all active and inactive participants | 2020-01-01 | 590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 591 |
Number of participants with account balances | 2020-01-01 | 582 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 482 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 441 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 66 |
Total of all active and inactive participants | 2019-01-01 | 507 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 508 |
Number of participants with account balances | 2019-01-01 | 507 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 23 |
2018: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 491 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 410 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 60 |
Total of all active and inactive participants | 2018-01-01 | 470 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 471 |
Number of participants with account balances | 2018-01-01 | 470 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 17 |
2017: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 453 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 382 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 76 |
Total of all active and inactive participants | 2017-01-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 458 |
Number of participants with account balances | 2017-01-01 | 458 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 29 |
2016: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 429 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 38 |
Total of all active and inactive participants | 2016-01-01 | 428 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 428 |
Number of participants with account balances | 2016-01-01 | 428 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 373 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 45 |
Total of all active and inactive participants | 2015-01-01 | 418 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 418 |
Number of participants with account balances | 2015-01-01 | 418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 12 |
2014: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 417 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 368 |
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 | 31 |
Total of all active and inactive participants | 2014-01-01 | 399 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 399 |
Number of participants with account balances | 2014-01-01 | 396 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 10 |
2013: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 421 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 28 |
Total of all active and inactive participants | 2013-01-01 | 414 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 414 |
Number of participants with account balances | 2013-01-01 | 412 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 427 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 394 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 412 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 412 |
Number of participants with account balances | 2012-01-01 | 411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 27 |
2011: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 17 |
Total of all active and inactive participants | 2011-01-01 | 261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 261 |
Number of participants with account balances | 2011-01-01 | 257 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2010: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 246 |
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 | 12 |
Total of all active and inactive participants | 2010-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 258 |
Number of participants with account balances | 2010-01-01 | 253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 229 |
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 | 17 |
Total of all active and inactive participants | 2009-01-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 246 |
Number of participants with account balances | 2009-01-01 | 246 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2022 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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 | $8,719 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $11,547 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,688,018 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,370,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,131,628 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $96,776 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,481,123 |
Value of total assets at end of year | 2022-12-31 | $35,343,403 |
Value of total assets at beginning of year | 2022-12-31 | $44,404,563 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $141,910 |
Total interest from all sources | 2022-12-31 | $54,771 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $497,699 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $497,699 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $1,470,682 |
Participant contributions at end of year | 2022-12-31 | $1,206,779 |
Participant contributions at beginning of year | 2022-12-31 | $1,271,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $8,354 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $6,930 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,958 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $8,719 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $11,547 |
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 | $-9,058,332 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $35,334,684 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $44,393,016 |
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 | $141,910 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $30,561,337 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $38,943,366 |
Interest on participant loans | 2022-12-31 | $48,177 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,811,380 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,442,982 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $583,810 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $564,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $564,173 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,773,822 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $52,211 |
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 | $1,002,087 |
Employer contributions (assets) at end of year | 2022-12-31 | $173,167 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $178,249 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,131,628 |
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 | WALZ GROUP |
Accountancy firm EIN | 2022-12-31 | 232489722 |
2021 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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 | $11,547 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $10,435 |
Total income from all sources (including contributions) | 2021-12-31 | $8,402,439 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,087,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,881,629 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $42,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,595,929 |
Value of total assets at end of year | 2021-12-31 | $44,404,563 |
Value of total assets at beginning of year | 2021-12-31 | $39,088,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $163,381 |
Total interest from all sources | 2021-12-31 | $48,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $442,419 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $442,419 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $1,337,954 |
Participant contributions at end of year | 2021-12-31 | $1,271,835 |
Participant contributions at beginning of year | 2021-12-31 | $1,032,585 |
Participant contributions at beginning of year | 2021-12-31 | $32,556 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $291,348 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $3,958 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,399 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $11,547 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $10,435 |
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 | $5,314,973 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $44,393,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $39,078,043 |
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 | $163,381 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $38,943,366 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $32,894,286 |
Interest on participant loans | 2021-12-31 | $48,348 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,442,982 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,358,236 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $564,173 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $573,424 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $573,424 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $24 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,272,038 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $43,681 |
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 | $966,627 |
Employer contributions (assets) at end of year | 2021-12-31 | $178,249 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $192,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,881,629 |
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 | WALZ GROUP |
Accountancy firm EIN | 2021-12-31 | 232489722 |
2020 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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 | $10,435 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $9,476 |
Total income from all sources (including contributions) | 2020-12-31 | $7,449,698 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,821,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,553,433 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $130,048 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,331,211 |
Value of total assets at end of year | 2020-12-31 | $39,088,478 |
Value of total assets at beginning of year | 2020-12-31 | $34,458,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $137,612 |
Total interest from all sources | 2020-12-31 | $44,779 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $414,114 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $414,114 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $1,328,098 |
Participant contributions at end of year | 2020-12-31 | $1,032,585 |
Participant contributions at beginning of year | 2020-12-31 | $983,209 |
Participant contributions at end of year | 2020-12-31 | $32,556 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,399 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $5,725 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $10,435 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $9,476 |
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 | $4,628,605 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $39,078,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $34,449,438 |
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 |
Investment advisory and management fees | 2020-12-31 | $137,612 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $32,894,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $29,191,899 |
Interest on participant loans | 2020-12-31 | $43,101 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,358,236 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $3,586,097 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $573,424 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $519,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $519,997 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,678 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,602,229 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $57,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 | $1,003,113 |
Employer contributions (assets) at end of year | 2020-12-31 | $192,992 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $171,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,553,433 |
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 |
Accountancy firm name | 2020-12-31 | WALZ GROUP |
Accountancy firm EIN | 2020-12-31 | 232489722 |
2019 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,476 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,476 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,130 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,130 |
Total income from all sources (including contributions) | 2019-12-31 | $8,327,243 |
Total income from all sources (including contributions) | 2019-12-31 | $8,327,243 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,844,242 |
Total of all expenses incurred | 2019-12-31 | $1,844,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,681,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,681,117 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $30,125 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $30,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,137,349 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,137,349 |
Value of total assets at end of year | 2019-12-31 | $34,458,914 |
Value of total assets at end of year | 2019-12-31 | $34,458,914 |
Value of total assets at beginning of year | 2019-12-31 | $27,974,567 |
Value of total assets at beginning of year | 2019-12-31 | $27,974,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $133,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $133,000 |
Total interest from all sources | 2019-12-31 | $50,103 |
Total interest from all sources | 2019-12-31 | $50,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $484,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $484,285 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $484,285 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $484,285 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,188,373 |
Contributions received from participants | 2019-12-31 | $1,188,373 |
Participant contributions at end of year | 2019-12-31 | $983,209 |
Participant contributions at end of year | 2019-12-31 | $983,209 |
Participant contributions at beginning of year | 2019-12-31 | $915,952 |
Participant contributions at beginning of year | 2019-12-31 | $915,952 |
Participant contributions at beginning of year | 2019-12-31 | $29,145 |
Participant contributions at beginning of year | 2019-12-31 | $29,145 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $41,605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $41,605 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $5,725 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $5,725 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $6,857 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $6,857 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $9,476 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $9,476 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $8,130 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $8,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,483,001 |
Value of net income/loss | 2019-12-31 | $6,483,001 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $34,449,438 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $34,449,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,966,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,966,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $133,000 |
Investment advisory and management fees | 2019-12-31 | $133,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,191,899 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,191,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $23,497,688 |
Interest on participant loans | 2019-12-31 | $42,956 |
Interest on participant loans | 2019-12-31 | $42,956 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,586,097 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,586,097 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,837,976 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $519,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $519,997 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $524,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $524,692 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $524,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $524,692 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $7,147 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $7,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,592,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,592,052 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $63,454 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $63,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $907,371 |
Contributions received in cash from employer | 2019-12-31 | $907,371 |
Employer contributions (assets) at end of year | 2019-12-31 | $171,987 |
Employer contributions (assets) at end of year | 2019-12-31 | $171,987 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $162,257 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $162,257 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,681,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,681,117 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WALZ GROUP |
Accountancy firm name | 2019-12-31 | WALZ GROUP |
Accountancy firm EIN | 2019-12-31 | 232489722 |
Accountancy firm EIN | 2019-12-31 | 232489722 |
2018 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,130 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,521 |
Total income from all sources (including contributions) | 2018-12-31 | $1,144,929 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,042,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,810,106 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $103,874 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,184,557 |
Value of total assets at end of year | 2018-12-31 | $27,974,567 |
Value of total assets at beginning of year | 2018-12-31 | $29,872,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $128,127 |
Total interest from all sources | 2018-12-31 | $44,956 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $445,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $445,522 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,169,300 |
Participant contributions at end of year | 2018-12-31 | $915,952 |
Participant contributions at beginning of year | 2018-12-31 | $1,065,423 |
Participant contributions at end of year | 2018-12-31 | $29,145 |
Participant contributions at beginning of year | 2018-12-31 | $27,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $139,761 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $6,857 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $6,022 |
Other income not declared elsewhere | 2018-12-31 | $496 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $8,130 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $8,521 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,897,178 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $27,966,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $29,863,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $128,127 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $23,497,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $25,271,928 |
Interest on participant loans | 2018-12-31 | $39,581 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,837,976 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,875,081 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $524,692 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $483,546 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $483,546 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $5,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,587,452 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $56,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $875,496 |
Employer contributions (assets) at end of year | 2018-12-31 | $162,257 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $142,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,810,106 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WALZ GROUP |
Accountancy firm EIN | 2018-12-31 | 232489722 |
2017 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,521 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,476 |
Total income from all sources (including contributions) | 2017-12-31 | $6,342,620 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,163,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $983,251 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $60,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,155,539 |
Value of total assets at end of year | 2017-12-31 | $29,872,136 |
Value of total assets at beginning of year | 2017-12-31 | $24,691,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $119,734 |
Total interest from all sources | 2017-12-31 | $44,656 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $344,291 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $344,291 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,083,965 |
Participant contributions at end of year | 2017-12-31 | $1,065,423 |
Participant contributions at beginning of year | 2017-12-31 | $1,125,015 |
Participant contributions at end of year | 2017-12-31 | $27,205 |
Participant contributions at beginning of year | 2017-12-31 | $27,311 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $457,218 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $6,022 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,571 |
Other income not declared elsewhere | 2017-12-31 | $214 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $8,521 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $7,476 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,179,568 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $29,863,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,684,047 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $119,734 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $25,271,928 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $19,970,541 |
Interest on participant loans | 2017-12-31 | $41,996 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,875,081 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,758,165 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $483,546 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $799,750 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $799,750 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,752,887 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $45,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $614,356 |
Employer contributions (assets) at end of year | 2017-12-31 | $142,931 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $983,251 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WALZ GROUP |
Accountancy firm EIN | 2017-12-31 | 232489722 |
2016 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $351,020 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,476 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,689 |
Total income from all sources (including contributions) | 2016-12-31 | $4,255,097 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,011,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $841,534 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $62,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,449,972 |
Value of total assets at end of year | 2016-12-31 | $24,691,523 |
Value of total assets at beginning of year | 2016-12-31 | $21,095,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $107,500 |
Total interest from all sources | 2016-12-31 | $40,986 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $325,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $325,603 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,048,842 |
Participant contributions at end of year | 2016-12-31 | $1,125,015 |
Participant contributions at beginning of year | 2016-12-31 | $1,057,638 |
Participant contributions at end of year | 2016-12-31 | $27,311 |
Participant contributions at beginning of year | 2016-12-31 | $24,658 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $767,929 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,571 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $371 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $7,476 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $6,689 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,243,831 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,684,047 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,089,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $107,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,970,541 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $16,673,896 |
Interest on participant loans | 2016-12-31 | $40,357 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,758,165 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,731,965 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $799,750 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $443,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $443,561 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $629 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,398,853 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $39,683 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $633,201 |
Employer contributions (assets) at end of year | 2016-12-31 | $5,170 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $163,796 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $841,534 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WALZ GROUP |
Accountancy firm EIN | 2016-12-31 | 232489722 |
2015 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,689 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,360 |
Total income from all sources (including contributions) | 2015-12-31 | $2,061,267 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,496,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,330,379 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $71,542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,892,024 |
Value of total assets at end of year | 2015-12-31 | $21,095,885 |
Value of total assets at beginning of year | 2015-12-31 | $20,532,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $94,307 |
Total interest from all sources | 2015-12-31 | $40,097 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $247,861 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $247,861 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,025,115 |
Participant contributions at end of year | 2015-12-31 | $1,057,638 |
Participant contributions at beginning of year | 2015-12-31 | $1,021,832 |
Participant contributions at end of year | 2015-12-31 | $24,658 |
Participant contributions at beginning of year | 2015-12-31 | $24,738 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $94,577 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $371 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $350 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $2,059 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $6,689 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $6,301 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $565,039 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,089,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,524,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $94,307 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $16,673,896 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,146,748 |
Interest on participant loans | 2015-12-31 | $40,097 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,731,965 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,167,085 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $443,561 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $28,614 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $28,614 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-81,857 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-36,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $772,332 |
Employer contributions (assets) at end of year | 2015-12-31 | $163,796 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $143,150 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,330,379 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WALZ GROUP |
Accountancy firm EIN | 2015-12-31 | 232489722 |
2014 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $8,360 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,625 |
Total income from all sources (including contributions) | 2014-12-31 | $3,003,468 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,583,817 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,480,836 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $19,081 |
Value of total corrective distributions | 2014-12-31 | $2,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,652,979 |
Value of total assets at end of year | 2014-12-31 | $20,532,517 |
Value of total assets at beginning of year | 2014-12-31 | $19,116,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $81,841 |
Total interest from all sources | 2014-12-31 | $36,314 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $232,799 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $232,799 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $921,493 |
Participant contributions at end of year | 2014-12-31 | $1,021,832 |
Participant contributions at beginning of year | 2014-12-31 | $968,992 |
Participant contributions at end of year | 2014-12-31 | $24,738 |
Participant contributions at beginning of year | 2014-12-31 | $23,482 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $15,875 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $350 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,783 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $2,059 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $5,958 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $6,301 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $5,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,419,651 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $20,524,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,104,506 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $81,841 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,146,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,855,217 |
Interest on participant loans | 2014-12-31 | $36,314 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,167,085 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,101,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $28,614 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $27,162 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $27,162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,069,767 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $11,609 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $715,611 |
Employer contributions (assets) at end of year | 2014-12-31 | $143,150 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $137,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,480,836 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WALZ GROUP |
Accountancy firm EIN | 2014-12-31 | 232489722 |
2013 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $11,625 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,507 |
Total income from all sources (including contributions) | 2013-12-31 | $4,528,171 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,264,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,131,444 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $55,492 |
Value of total corrective distributions | 2013-12-31 | $5,958 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,600,001 |
Value of total assets at end of year | 2013-12-31 | $19,116,131 |
Value of total assets at beginning of year | 2013-12-31 | $15,844,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $71,144 |
Total interest from all sources | 2013-12-31 | $35,806 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $353,078 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $353,078 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $889,539 |
Participant contributions at end of year | 2013-12-31 | $968,992 |
Participant contributions at beginning of year | 2013-12-31 | $881,940 |
Participant contributions at end of year | 2013-12-31 | $23,482 |
Participant contributions at beginning of year | 2013-12-31 | $43,412 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $7,442 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,783 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $73,590 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $5,958 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $5,667 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $4,507 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,264,133 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,104,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,840,373 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,855,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,473,397 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $35,806 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,101,946 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,198,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $27,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $28,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $28,123 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,478,781 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $60,505 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $703,020 |
Employer contributions (assets) at end of year | 2013-12-31 | $137,549 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $145,597 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,131,444 |
Contract administrator fees | 2013-12-31 | $71,144 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WALZ GROUP |
Accountancy firm EIN | 2013-12-31 | 232489722 |
2012 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,507 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $11,369 |
Total income from all sources (including contributions) | 2012-12-31 | $3,016,680 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,557,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,490,817 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $6,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,340,040 |
Value of total assets at end of year | 2012-12-31 | $15,844,880 |
Value of total assets at beginning of year | 2012-12-31 | $14,392,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $59,720 |
Total interest from all sources | 2012-12-31 | $36,761 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $403,750 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $403,750 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $761,115 |
Participant contributions at end of year | 2012-12-31 | $881,940 |
Participant contributions at beginning of year | 2012-12-31 | $836,075 |
Participant contributions at end of year | 2012-12-31 | $43,412 |
Participant contributions at beginning of year | 2012-12-31 | $18,673 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $73,590 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $3,161 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $7,248 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $4,507 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $4,121 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $2,297 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,459,255 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,840,373 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,381,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,473,397 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,159,976 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $36,761 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,198,821 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,264,152 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $28,123 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $17,366 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $17,366 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,192,080 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $44,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $578,925 |
Employer contributions (assets) at end of year | 2012-12-31 | $145,597 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $90,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,490,817 |
Contract administrator fees | 2012-12-31 | $59,720 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WALZ, DEIHM, GEISENBERGER, BUCKLEN |
Accountancy firm EIN | 2012-12-31 | 232489722 |
2011 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $11,369 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,154 |
Total income from all sources (including contributions) | 2011-12-31 | $1,220,870 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $659,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $602,489 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $3,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,148,979 |
Value of total assets at end of year | 2011-12-31 | $14,392,487 |
Value of total assets at beginning of year | 2011-12-31 | $13,830,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $53,991 |
Total interest from all sources | 2011-12-31 | $37,889 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $232,047 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $232,047 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $630,912 |
Participant contributions at end of year | 2011-12-31 | $836,075 |
Participant contributions at beginning of year | 2011-12-31 | $695,575 |
Participant contributions at end of year | 2011-12-31 | $18,673 |
Participant contributions at beginning of year | 2011-12-31 | $31,163 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $64,722 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $3,161 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,487 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $7,248 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $6,130 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $4,121 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $4,024 |
Total non interest bearing cash at end of year | 2011-12-31 | $2,297 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $560,886 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,381,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,820,232 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,159,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,368,543 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $37,877 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,264,152 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,698,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $17,366 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $33,450 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $33,450 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-290,845 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $92,800 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $453,345 |
Employer contributions (assets) at end of year | 2011-12-31 | $90,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $602,489 |
Contract administrator fees | 2011-12-31 | $53,991 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WALZ, DEIHM, GEISENBERGER, BUCKLEN |
Accountancy firm EIN | 2011-12-31 | 232489722 |
2010 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,154 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,300,545 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,390,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,291,364 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $27,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,087,252 |
Value of total assets at end of year | 2010-12-31 | $13,830,386 |
Value of total assets at beginning of year | 2010-12-31 | $14,910,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $71,568 |
Total interest from all sources | 2010-12-31 | $37,014 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $235,306 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $235,306 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $600,127 |
Participant contributions at end of year | 2010-12-31 | $695,575 |
Participant contributions at beginning of year | 2010-12-31 | $693,285 |
Participant contributions at end of year | 2010-12-31 | $31,163 |
Participant contributions at beginning of year | 2010-12-31 | $84,525 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $111,995 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,487 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $9,367,449 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $6,130 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $4,024 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-1,090,007 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,820,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,910,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,368,543 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $36,904 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,698,168 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,656,345 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $33,450 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $939,992 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $375,130 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $108,635 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,291,364 |
Contract administrator fees | 2010-12-31 | $71,568 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WALZ, DEIHM, GEISENBERGER, BUCKLEN, |
Accountancy firm EIN | 2010-12-31 | 232489722 |
2022: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
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: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 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 |