KURZ TRANSFER PRODUCTS, L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT
401k plan membership statisitcs for KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT
Measure | Date | Value |
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2022 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,751,930 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,564,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,535,601 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,429,503 |
Value of total assets at end of year | 2022-12-31 | $23,291,010 |
Value of total assets at beginning of year | 2022-12-31 | $27,606,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,455 |
Total interest from all sources | 2022-12-31 | $-14 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,799,780 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,799,780 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,636,767 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $63,663 |
Administrative expenses (other) incurred | 2022-12-31 | $26,588 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,315,986 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,291,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $27,606,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,867 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,538,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,885,839 |
Interest earned on other investments | 2022-12-31 | $-14 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,752,820 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,713,986 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $7,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,046,984 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $65,785 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $729,073 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,535,601 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREERWALKER CPAS & ADVISORS |
Accountancy firm EIN | 2022-12-31 | 561434747 |
2021 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $5,426,458 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,007,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,980,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,184,144 |
Value of total assets at end of year | 2021-12-31 | $27,606,996 |
Value of total assets at beginning of year | 2021-12-31 | $24,187,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,884 |
Total interest from all sources | 2021-12-31 | $233 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,966,542 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,966,542 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,509,362 |
Administrative expenses (other) incurred | 2021-12-31 | $24,459 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,419,295 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $27,606,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,187,701 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $2,425 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,885,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,395,029 |
Interest earned on other investments | 2021-12-31 | $233 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,713,986 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,764,683 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $7,171 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $27,989 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,246,577 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $28,962 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $674,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,980,279 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GREERWALKER CPAS & ADVISORS |
Accountancy firm EIN | 2021-12-31 | 561434747 |
2020 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,137,092 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,223,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,196,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,093,869 |
Value of total assets at end of year | 2020-12-31 | $24,187,701 |
Value of total assets at beginning of year | 2020-12-31 | $22,274,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $27,346 |
Total interest from all sources | 2020-12-31 | $564 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,070,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,070,456 |
Administrative expenses professional fees incurred | 2020-12-31 | $2,010 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,402,699 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $53,418 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $12,770 |
Administrative expenses (other) incurred | 2020-12-31 | $25,336 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,913,173 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,187,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,274,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,395,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,143,450 |
Interest earned on other investments | 2020-12-31 | $564 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,764,683 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $981,384 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $27,989 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $69,229 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,943,652 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $28,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $678,400 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $27,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,196,573 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GREERWALKER CPAS & ADVISORS |
Accountancy firm EIN | 2020-12-31 | 561434747 |
2019 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,360,689 |
Total income from all sources (including contributions) | 2019-12-31 | $6,360,689 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,426,334 |
Total of all expenses incurred | 2019-12-31 | $2,426,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,401,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,401,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,413,575 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,413,575 |
Value of total assets at end of year | 2019-12-31 | $22,274,528 |
Value of total assets at end of year | 2019-12-31 | $22,274,528 |
Value of total assets at beginning of year | 2019-12-31 | $18,340,173 |
Value of total assets at beginning of year | 2019-12-31 | $18,340,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,405 |
Total interest from all sources | 2019-12-31 | $876 |
Total interest from all sources | 2019-12-31 | $876 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,039,979 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,039,979 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,039,979 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,039,979 |
Administrative expenses professional fees incurred | 2019-12-31 | $300 |
Administrative expenses professional fees incurred | 2019-12-31 | $300 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,403,412 |
Contributions received from participants | 2019-12-31 | $1,403,412 |
Participant contributions at end of year | 2019-12-31 | $53,418 |
Participant contributions at end of year | 2019-12-31 | $53,418 |
Participant contributions at beginning of year | 2019-12-31 | $1,917 |
Participant contributions at beginning of year | 2019-12-31 | $1,917 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $338,214 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $338,214 |
Administrative expenses (other) incurred | 2019-12-31 | $22,140 |
Administrative expenses (other) incurred | 2019-12-31 | $22,140 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,934,355 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,274,528 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,274,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,340,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,340,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,965 |
Investment advisory and management fees | 2019-12-31 | $1,965 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,143,450 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,143,450 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,693,617 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,693,617 |
Interest earned on other investments | 2019-12-31 | $876 |
Interest earned on other investments | 2019-12-31 | $876 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $981,384 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $981,384 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $557,026 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $557,026 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $69,229 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $69,229 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $86,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $86,496 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,890,120 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,890,120 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $16,139 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $16,139 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $671,949 |
Contributions received in cash from employer | 2019-12-31 | $671,949 |
Employer contributions (assets) at end of year | 2019-12-31 | $27,047 |
Employer contributions (assets) at end of year | 2019-12-31 | $27,047 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,117 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,401,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,401,929 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GREERWALKER CPAS & ADVISORS |
Accountancy firm name | 2019-12-31 | GREERWALKER CPAS & ADVISORS |
Accountancy firm EIN | 2019-12-31 | 561434747 |
Accountancy firm EIN | 2019-12-31 | 561434747 |
2018 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $619,619 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,646,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,636,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,694,066 |
Value of total assets at end of year | 2018-12-31 | $18,340,173 |
Value of total assets at beginning of year | 2018-12-31 | $19,367,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,327 |
Total interest from all sources | 2018-12-31 | $8,959 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,236,553 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,236,553 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,112,413 |
Participant contributions at end of year | 2018-12-31 | $1,917 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $6,067 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,027,076 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,340,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,367,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $4,260 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,693,617 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,327,381 |
Interest earned on other investments | 2018-12-31 | $8,959 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $557,026 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $86,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,039,868 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,321,206 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $581,653 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,117 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,636,368 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2018-12-31 | 300114814 |
2017 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,845,108 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,845,108 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,417,051 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $464,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $459,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,561,478 |
Value of total assets at end of year | 2017-12-31 | $19,367,249 |
Value of total assets at beginning of year | 2017-12-31 | $15,414,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,628 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $10,465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $10,465 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $985,758 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $57,123 |
Administrative expenses (other) incurred | 2017-12-31 | $147 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,952,743 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,367,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,414,506 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,327,381 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,484,870 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,039,868 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $929,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $518,597 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $459,680 |
Contract administrator fees | 2017-12-31 | $4,481 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2017-12-31 | 300114814 |
2016 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,566,364 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $983,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $979,930 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,441,258 |
Value of total assets at end of year | 2016-12-31 | $15,414,506 |
Value of total assets at beginning of year | 2016-12-31 | $13,831,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,570 |
Total interest from all sources | 2016-12-31 | $9,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $799,896 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $227,804 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,582,864 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,414,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,831,642 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,484,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,943,971 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $9,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $929,636 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $887,671 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,115,975 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $413,558 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $979,930 |
Contract administrator fees | 2016-12-31 | $3,570 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2016-12-31 | 300114814 |
2015 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,109,002 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,687,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,683,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,135,438 |
Value of total assets at end of year | 2015-12-31 | $13,831,642 |
Value of total assets at beginning of year | 2015-12-31 | $15,410,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,184 |
Total interest from all sources | 2015-12-31 | $11,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $756,277 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,578,604 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,831,642 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,410,246 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,943,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,547,038 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $11,179 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $887,671 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $863,208 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-37,615 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $379,161 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,683,422 |
Contract administrator fees | 2015-12-31 | $4,184 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2015-12-31 | 300114814 |
2014 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,116,334 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $646,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $642,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,121,246 |
Value of total assets at end of year | 2014-12-31 | $15,410,246 |
Value of total assets at beginning of year | 2014-12-31 | $13,940,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,474 |
Total interest from all sources | 2014-12-31 | $9,294 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $3,474 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $745,515 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $1,520 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $570 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,470,175 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,410,246 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,940,071 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,547,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,212,673 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $9,294 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $863,208 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $724,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $985,794 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $375,161 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $642,685 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2014-12-31 | 300114814 |
2013 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,695,673 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $277,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $274,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,199,435 |
Value of total assets at end of year | 2013-12-31 | $13,940,071 |
Value of total assets at beginning of year | 2013-12-31 | $10,521,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,413 |
Total interest from all sources | 2013-12-31 | $10,111 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $754,223 |
Participant contributions at end of year | 2013-12-31 | $1,520 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $67,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,418,671 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,940,071 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,521,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,212,673 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $9,737,664 |
Interest on participant loans | 2013-12-31 | $10,111 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $724,278 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $783,736 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,486,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $377,866 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,600 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $274,589 |
Contract administrator fees | 2013-12-31 | $2,413 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2013-12-31 | 300114818 |
2012 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,276,356 |
Total loss/gain on sale of assets | 2012-12-31 | $1,060,694 |
Total of all expenses incurred | 2012-12-31 | $211,983 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $210,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,202,472 |
Value of total assets at end of year | 2012-12-31 | $10,521,400 |
Value of total assets at beginning of year | 2012-12-31 | $8,457,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,116 |
Total interest from all sources | 2012-12-31 | $13,190 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $716,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $120,087 |
Administrative expenses (other) incurred | 2012-12-31 | $1,116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,064,373 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,521,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,457,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $9,737,664 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $7,621,287 |
Interest on participant loans | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $13,190 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $783,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $835,740 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $366,337 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $210,867 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,060,694 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2012-12-31 | 300114818 |
2011 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,000,460 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,040,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,039,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $987,273 |
Value of total assets at end of year | 2011-12-31 | $8,457,027 |
Value of total assets at beginning of year | 2011-12-31 | $8,497,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $852 |
Total interest from all sources | 2011-12-31 | $18,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $640,940 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $2,539 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-40,269 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,457,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,497,296 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $852 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $7,621,287 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $7,652,741 |
Interest on participant loans | 2011-12-31 | $86 |
Interest earned on other investments | 2011-12-31 | $18,809 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $835,740 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $842,016 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-5,708 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $346,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,039,877 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2011-12-31 | 300114818 |
2010 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
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 | $1,960,337 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $443,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $442,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $923,833 |
Value of total assets at end of year | 2010-12-31 | $8,497,296 |
Value of total assets at beginning of year | 2010-12-31 | $6,980,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $975 |
Total interest from all sources | 2010-12-31 | $477 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $598,830 |
Participant contributions at end of year | 2010-12-31 | $2,539 |
Participant contributions at beginning of year | 2010-12-31 | $10,517 |
Other income not declared elsewhere | 2010-12-31 | $11,278 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,517,283 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,497,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,980,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $975 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $7,652,741 |
Interest on participant loans | 2010-12-31 | $477 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $6,969,496 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $842,016 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,233,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $325,003 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $442,079 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2010-12-31 | 300114818 |
Total unrealized appreciation/depreciation of assets | 2010-04-21 | $0 |
Total transfer of assets from this plan | 2010-04-21 | $7,479,538 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-04-21 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-04-21 | $0 |
Total income from all sources (including contributions) | 2010-04-21 | $773,784 |
Total loss/gain on sale of assets | 2010-04-21 | $0 |
Total of all expenses incurred | 2010-04-21 | $268,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-04-21 | $268,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-04-21 | $248,684 |
Value of total assets at end of year | 2010-04-21 | $0 |
Value of total assets at beginning of year | 2010-04-21 | $6,974,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-04-21 | $475 |
Total interest from all sources | 2010-04-21 | $189 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-04-21 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-04-21 | No |
Administrative expenses professional fees incurred | 2010-04-21 | $475 |
Were there any nonexempt tranactions with any party-in-interest | 2010-04-21 | No |
Contributions received from participants | 2010-04-21 | $161,364 |
Value of net income/loss | 2010-04-21 | $504,829 |
Value of net assets at end of year (total assets less liabilities) | 2010-04-21 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-04-21 | $6,974,709 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-04-21 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-04-21 | No |
Interest on participant loans | 2010-04-21 | $189 |
Value of interest in master investment trust accounts at end of year | 2010-04-21 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-04-21 | $6,974,709 |
Net investment gain/loss from pooled separate accounts | 2010-04-21 | $524,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-04-21 | No |
Contributions received in cash from employer | 2010-04-21 | $87,320 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-04-21 | $268,480 |
Did the plan have assets held for investment | 2010-04-21 | No |
2009 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |