?>
Logo

KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameKUNZLER & COMPANY, INC. PROFIT SHARING PLAN
Plan identification number 001

KUNZLER & COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KUNZLER & COMPANY, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUNZLER & COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN YOUNK
0012016-01-01JOHN YOUNK JOHN YOUNK2017-09-11
0012015-01-01JOHN YOUNK JOHN YOUNK2016-09-20
0012014-01-01JOHN YOUNK
0012013-01-01JOHN YOUNK
0012012-01-01JOHN YOUNK
0012011-01-01JOHN YOUNK
0012010-01-01JOHN M. YOUNK
0012009-01-01JOSEPH LUCIA

Plan Statistics for KUNZLER & COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for KUNZLER & COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2022: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01578
Total number of active participants reported on line 7a of the Form 55002022-01-01394
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01164
Total of all active and inactive participants2022-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01561
Number of participants with account balances2022-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0168
2021: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01589
Total number of active participants reported on line 7a of the Form 55002021-01-01399
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01161
Total of all active and inactive participants2021-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01562
Number of participants with account balances2021-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0173
2020: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01587
Total number of active participants reported on line 7a of the Form 55002020-01-01453
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01591
Number of participants with account balances2020-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01482
Total number of active participants reported on line 7a of the Form 55002019-01-01441
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01508
Number of participants with account balances2019-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01491
Total number of active participants reported on line 7a of the Form 55002018-01-01410
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01471
Number of participants with account balances2018-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01453
Total number of active participants reported on line 7a of the Form 55002017-01-01382
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01458
Number of participants with account balances2017-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01429
Total number of active participants reported on line 7a of the Form 55002016-01-01390
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01428
Number of participants with account balances2016-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01403
Total number of active participants reported on line 7a of the Form 55002015-01-01373
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01418
Number of participants with account balances2015-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01417
Total number of active participants reported on line 7a of the Form 55002014-01-01368
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01399
Number of participants with account balances2014-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01421
Total number of active participants reported on line 7a of the Form 55002013-01-01383
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01427
Total number of active participants reported on line 7a of the Form 55002012-01-01394
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01412
Number of participants with account balances2012-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01262
Total number of active participants reported on line 7a of the Form 55002011-01-01237
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01261
Number of participants with account balances2011-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01258
Total number of active participants reported on line 7a of the Form 55002010-01-01246
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01258
Number of participants with account balances2010-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01229
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01246
Number of participants with account balances2009-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on KUNZLER & COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,370,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,131,628
Expenses. Certain deemed distributions of participant loans2022-12-31$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 year2022-12-31$35,343,403
Value of total assets at beginning of year2022-12-31$44,404,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,910
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$497,699
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,470,682
Participant contributions at end of year2022-12-31$1,206,779
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$6,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,958
Liabilities. Value of operating payables at end of year2022-12-31$8,719
Liabilities. Value of operating payables at beginning of year2022-12-31$11,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$141,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,561,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,943,366
Interest on participant loans2022-12-31$48,177
Value of interest in common/collective trusts at end of year2022-12-31$2,811,380
Value of interest in common/collective trusts at beginning of year2022-12-31$3,442,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$583,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$564,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 trusts2022-12-31$52,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,002,087
Employer contributions (assets) at end of year2022-12-31$173,167
Employer contributions (assets) at beginning of year2022-12-31$178,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,131,628
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WALZ GROUP
Accountancy firm EIN2022-12-31232489722
2021 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,087,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,881,629
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$44,404,563
Value of total assets at beginning of year2021-12-31$39,088,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$163,381
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$442,419
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,337,954
Participant contributions at end of year2021-12-31$1,271,835
Participant contributions at beginning of year2021-12-31$1,032,585
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$3,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,399
Liabilities. Value of operating payables at end of year2021-12-31$11,547
Liabilities. Value of operating payables at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$163,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,943,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,894,286
Interest on participant loans2021-12-31$48,348
Value of interest in common/collective trusts at end of year2021-12-31$3,442,982
Value of interest in common/collective trusts at beginning of year2021-12-31$4,358,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$564,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$573,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 trusts2021-12-31$43,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$966,627
Employer contributions (assets) at end of year2021-12-31$178,249
Employer contributions (assets) at beginning of year2021-12-31$192,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,881,629
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WALZ GROUP
Accountancy firm EIN2021-12-31232489722
2020 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,821,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,553,433
Expenses. Certain deemed distributions of participant loans2020-12-31$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 year2020-12-31$39,088,478
Value of total assets at beginning of year2020-12-31$34,458,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$137,612
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$414,114
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,328,098
Participant contributions at end of year2020-12-31$1,032,585
Participant contributions at beginning of year2020-12-31$983,209
Participant contributions at end of year2020-12-31$32,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,725
Other income not declared elsewhere2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$10,435
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$137,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,894,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,191,899
Interest on participant loans2020-12-31$43,101
Value of interest in common/collective trusts at end of year2020-12-31$4,358,236
Value of interest in common/collective trusts at beginning of year2020-12-31$3,586,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$573,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$519,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$57,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,003,113
Employer contributions (assets) at end of year2020-12-31$192,992
Employer contributions (assets) at beginning of year2020-12-31$171,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,553,433
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WALZ GROUP
Accountancy firm EIN2020-12-31232489722
2019 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,844,242
Total of all expenses incurred2019-12-31$1,844,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,681,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,681,117
Expenses. Certain deemed distributions of participant loans2019-12-31$30,125
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$34,458,914
Value of total assets at end of year2019-12-31$34,458,914
Value of total assets at beginning of year2019-12-31$27,974,567
Value of total assets at beginning of year2019-12-31$27,974,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,000
Total interest from all sources2019-12-31$50,103
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,188,373
Contributions received from participants2019-12-31$1,188,373
Participant contributions at end of year2019-12-31$983,209
Participant contributions at end of year2019-12-31$983,209
Participant contributions at beginning of year2019-12-31$915,952
Participant contributions at beginning of year2019-12-31$915,952
Participant contributions at beginning of year2019-12-31$29,145
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$5,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,857
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$9,476
Liabilities. Value of operating payables at end of year2019-12-31$9,476
Liabilities. Value of operating payables at beginning of year2019-12-31$8,130
Liabilities. Value of operating payables at beginning of year2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,483,001
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$133,000
Investment advisory and management fees2019-12-31$133,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,191,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,191,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,497,688
Interest on participant loans2019-12-31$42,956
Interest on participant loans2019-12-31$42,956
Value of interest in common/collective trusts at end of year2019-12-31$3,586,097
Value of interest in common/collective trusts at end of year2019-12-31$3,586,097
Value of interest in common/collective trusts at beginning of year2019-12-31$2,837,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$519,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$519,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$524,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$524,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$524,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 trusts2019-12-31$63,454
Net investment gain or loss from common/collective trusts2019-12-31$63,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$907,371
Contributions received in cash from employer2019-12-31$907,371
Employer contributions (assets) at end of year2019-12-31$171,987
Employer contributions (assets) at end of year2019-12-31$171,987
Employer contributions (assets) at beginning of year2019-12-31$162,257
Employer contributions (assets) at beginning of year2019-12-31$162,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,681,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,681,117
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WALZ GROUP
Accountancy firm name2019-12-31WALZ GROUP
Accountancy firm EIN2019-12-31232489722
Accountancy firm EIN2019-12-31232489722
2018 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,042,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,810,106
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$27,974,567
Value of total assets at beginning of year2018-12-31$29,872,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$128,127
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$445,522
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,169,300
Participant contributions at end of year2018-12-31$915,952
Participant contributions at beginning of year2018-12-31$1,065,423
Participant contributions at end of year2018-12-31$29,145
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$6,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,022
Other income not declared elsewhere2018-12-31$496
Liabilities. Value of operating payables at end of year2018-12-31$8,130
Liabilities. Value of operating payables at beginning of year2018-12-31$8,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$128,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,497,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,271,928
Interest on participant loans2018-12-31$39,581
Value of interest in common/collective trusts at end of year2018-12-31$2,837,976
Value of interest in common/collective trusts at beginning of year2018-12-31$2,875,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$524,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$483,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 trusts2018-12-31$56,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$875,496
Employer contributions (assets) at end of year2018-12-31$162,257
Employer contributions (assets) at beginning of year2018-12-31$142,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,810,106
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WALZ GROUP
Accountancy firm EIN2018-12-31232489722
2017 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,163,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$983,251
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$29,872,136
Value of total assets at beginning of year2017-12-31$24,691,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$119,734
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$344,291
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,083,965
Participant contributions at end of year2017-12-31$1,065,423
Participant contributions at beginning of year2017-12-31$1,125,015
Participant contributions at end of year2017-12-31$27,205
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$6,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,571
Other income not declared elsewhere2017-12-31$214
Liabilities. Value of operating payables at end of year2017-12-31$8,521
Liabilities. Value of operating payables at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$119,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,271,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,970,541
Interest on participant loans2017-12-31$41,996
Value of interest in common/collective trusts at end of year2017-12-31$2,875,081
Value of interest in common/collective trusts at beginning of year2017-12-31$2,758,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$483,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$799,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 trusts2017-12-31$45,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$614,356
Employer contributions (assets) at end of year2017-12-31$142,931
Employer contributions (assets) at beginning of year2017-12-31$5,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$983,251
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WALZ GROUP
Accountancy firm EIN2017-12-31232489722
2016 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,011,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$841,534
Expenses. Certain deemed distributions of participant loans2016-12-31$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 year2016-12-31$24,691,523
Value of total assets at beginning of year2016-12-31$21,095,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$107,500
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$325,603
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,048,842
Participant contributions at end of year2016-12-31$1,125,015
Participant contributions at beginning of year2016-12-31$1,057,638
Participant contributions at end of year2016-12-31$27,311
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$5,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$371
Liabilities. Value of operating payables at end of year2016-12-31$7,476
Liabilities. Value of operating payables at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$107,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,970,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,673,896
Interest on participant loans2016-12-31$40,357
Value of interest in common/collective trusts at end of year2016-12-31$2,758,165
Value of interest in common/collective trusts at beginning of year2016-12-31$2,731,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$799,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$443,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 trusts2016-12-31$39,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$633,201
Employer contributions (assets) at end of year2016-12-31$5,170
Employer contributions (assets) at beginning of year2016-12-31$163,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$841,534
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WALZ GROUP
Accountancy firm EIN2016-12-31232489722
2015 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,496,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,330,379
Expenses. Certain deemed distributions of participant loans2015-12-31$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 year2015-12-31$21,095,885
Value of total assets at beginning of year2015-12-31$20,532,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,307
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$247,861
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,025,115
Participant contributions at end of year2015-12-31$1,057,638
Participant contributions at beginning of year2015-12-31$1,021,832
Participant contributions at end of year2015-12-31$24,658
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,059
Liabilities. Value of operating payables at end of year2015-12-31$6,689
Liabilities. Value of operating payables at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$94,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,673,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,146,748
Interest on participant loans2015-12-31$40,097
Value of interest in common/collective trusts at end of year2015-12-31$2,731,965
Value of interest in common/collective trusts at beginning of year2015-12-31$3,167,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$443,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$28,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$28,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-81,857
Net investment gain or loss from common/collective trusts2015-12-31$-36,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$772,332
Employer contributions (assets) at end of year2015-12-31$163,796
Employer contributions (assets) at beginning of year2015-12-31$143,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,330,379
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WALZ GROUP
Accountancy firm EIN2015-12-31232489722
2014 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,583,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,480,836
Expenses. Certain deemed distributions of participant loans2014-12-31$19,081
Value of total corrective distributions2014-12-31$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 year2014-12-31$20,532,517
Value of total assets at beginning of year2014-12-31$19,116,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,841
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$232,799
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$921,493
Participant contributions at end of year2014-12-31$1,021,832
Participant contributions at beginning of year2014-12-31$968,992
Participant contributions at end of year2014-12-31$24,738
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,958
Liabilities. Value of operating payables at end of year2014-12-31$6,301
Liabilities. Value of operating payables at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$81,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,146,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,855,217
Interest on participant loans2014-12-31$36,314
Value of interest in common/collective trusts at end of year2014-12-31$3,167,085
Value of interest in common/collective trusts at beginning of year2014-12-31$3,101,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$28,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$27,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 trusts2014-12-31$11,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$715,611
Employer contributions (assets) at end of year2014-12-31$143,150
Employer contributions (assets) at beginning of year2014-12-31$137,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,480,836
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WALZ GROUP
Accountancy firm EIN2014-12-31232489722
2013 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,264,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,131,444
Expenses. Certain deemed distributions of participant loans2013-12-31$55,492
Value of total corrective distributions2013-12-31$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 year2013-12-31$19,116,131
Value of total assets at beginning of year2013-12-31$15,844,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71,144
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$353,078
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$889,539
Participant contributions at end of year2013-12-31$968,992
Participant contributions at beginning of year2013-12-31$881,940
Participant contributions at end of year2013-12-31$23,482
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$1,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$73,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,958
Liabilities. Value of operating payables at end of year2013-12-31$5,667
Liabilities. Value of operating payables at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,855,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$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 year2013-12-31$3,101,946
Value of interest in common/collective trusts at beginning of year2013-12-31$3,198,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$27,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 trusts2013-12-31$60,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$703,020
Employer contributions (assets) at end of year2013-12-31$137,549
Employer contributions (assets) at beginning of year2013-12-31$145,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,131,444
Contract administrator fees2013-12-31$71,144
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WALZ GROUP
Accountancy firm EIN2013-12-31232489722
2012 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,557,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,490,817
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$15,844,880
Value of total assets at beginning of year2012-12-31$14,392,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,720
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$403,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$761,115
Participant contributions at end of year2012-12-31$881,940
Participant contributions at beginning of year2012-12-31$836,075
Participant contributions at end of year2012-12-31$43,412
Participant contributions at beginning of year2012-12-31$18,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$73,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,248
Liabilities. Value of operating payables at end of year2012-12-31$4,507
Liabilities. Value of operating payables at beginning of year2012-12-31$4,121
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,473,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$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 year2012-12-31$3,198,821
Value of interest in common/collective trusts at beginning of year2012-12-31$3,264,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 trusts2012-12-31$44,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$578,925
Employer contributions (assets) at end of year2012-12-31$145,597
Employer contributions (assets) at beginning of year2012-12-31$90,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,490,817
Contract administrator fees2012-12-31$59,720
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WALZ, DEIHM, GEISENBERGER, BUCKLEN
Accountancy firm EIN2012-12-31232489722
2011 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$659,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$602,489
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$14,392,487
Value of total assets at beginning of year2011-12-31$13,830,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,991
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$232,047
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$630,912
Participant contributions at end of year2011-12-31$836,075
Participant contributions at beginning of year2011-12-31$695,575
Participant contributions at end of year2011-12-31$18,673
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$3,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,130
Liabilities. Value of operating payables at end of year2011-12-31$4,121
Liabilities. Value of operating payables at beginning of year2011-12-31$4,024
Total non interest bearing cash at end of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,159,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$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 year2011-12-31$3,264,152
Value of interest in common/collective trusts at beginning of year2011-12-31$2,698,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$33,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 trusts2011-12-31$92,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$453,345
Employer contributions (assets) at end of year2011-12-31$90,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$602,489
Contract administrator fees2011-12-31$53,991
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WALZ, DEIHM, GEISENBERGER, BUCKLEN
Accountancy firm EIN2011-12-31232489722
2010 : KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,390,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,291,364
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$13,830,386
Value of total assets at beginning of year2010-12-31$14,910,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71,568
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$235,306
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$600,127
Participant contributions at end of year2010-12-31$695,575
Participant contributions at beginning of year2010-12-31$693,285
Participant contributions at end of year2010-12-31$31,163
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$3,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,367,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,130
Liabilities. Value of operating payables at end of year2010-12-31$4,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$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 year2010-12-31$2,698,168
Value of interest in common/collective trusts at beginning of year2010-12-31$4,656,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$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 trusts2010-12-31$981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$375,130
Employer contributions (assets) at beginning of year2010-12-31$108,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,291,364
Contract administrator fees2010-12-31$71,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WALZ, DEIHM, GEISENBERGER, BUCKLEN,
Accountancy firm EIN2010-12-31232489722

Form 5500 Responses for KUNZLER & COMPANY, INC. PROFIT SHARING PLAN

2022: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KUNZLER & COMPANY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3