401k Plan data: MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT plan

MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 401k Plan overview

Plan Name	MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT
Plan identification number	001

MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MICHAEL BENZA & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL BENZA & ASSOCIATES, INC.

Employer identification number (EIN): 341170498

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 STEVEN R BENZA 2017-07-24
001 2015-01-01 STEVEN BENZA STEVEN BENZA 2017-01-11
001 2014-01-01 TRACI M ANTER
001 2012-01-01 TRACI ANTER TRACI ANTER 2013-09-09
001 2011-01-01 STEVEN R BENZA
001 2009-01-01 TRACI ANTER
001 2009-01-01 TRACI M. ANTER TRACI M. ANTER 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	STEVEN R BENZA	2017-07-24
001	2015-01-01	STEVEN BENZA		STEVEN BENZA	2017-01-11
001	2014-01-01	TRACI M ANTER
001	2012-01-01	TRACI ANTER		TRACI ANTER	2013-09-09
001	2011-01-01	STEVEN R BENZA
001	2009-01-01	TRACI ANTER
001	2009-01-01	TRACI M. ANTER		TRACI M. ANTER	2010-10-11

Financial Data on MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT

Measure	Date	Value
2015 : MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2015 401k financial data
Total income from all sources	2015-12-31	$23,744
Expenses. Total of all expenses incurred	2015-12-31	$232,541
Benefits paid (including direct rollovers)	2015-12-31	$229,941
Total plan assets at end of year	2015-12-31	$2,471,411
Total plan assets at beginning of year	2015-12-31	$2,680,208
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$41,360
Other income received	2015-12-31	$-55,359
Net income (gross income less expenses)	2015-12-31	$-208,797
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,471,411
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,680,208
Assets. Value of participant loans	2015-12-31	$306
Total contributions received or receivable from employer(s)	2015-12-31	$37,743
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,600
2014 : MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2014 401k financial data
Total income from all sources	2014-12-31	$319,786
Expenses. Total of all expenses incurred	2014-12-31	$10,108
Benefits paid (including direct rollovers)	2014-12-31	$7,558
Total plan assets at end of year	2014-12-31	$2,680,208
Total plan assets at beginning of year	2014-12-31	$2,370,530
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$46,922
Contributions received from other sources (not participants or employers)	2014-12-31	$130,514
Other income received	2014-12-31	$142,350
Net income (gross income less expenses)	2014-12-31	$309,678
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,680,208
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,370,530
Assets. Value of participant loans	2014-12-31	$3,589
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,550
2012 : MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2012 401k financial data
Total income from all sources	2012-12-31	$260,307
Expenses. Total of all expenses incurred	2012-12-31	$62,132
Benefits paid (including direct rollovers)	2012-12-31	$59,581
Total plan assets at end of year	2012-12-31	$1,943,290
Total plan assets at beginning of year	2012-12-31	$1,745,115
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$31,689
Other income received	2012-12-31	$228,618
Net income (gross income less expenses)	2012-12-31	$198,175
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,943,290
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,745,115
Assets. Value of participant loans	2012-12-31	$39,503
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,551
2011 : MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2011 401k financial data
Total income from all sources	2011-12-31	$5,366
Expenses. Total of all expenses incurred	2011-12-31	$53,115
Benefits paid (including direct rollovers)	2011-12-31	$49,414
Total plan assets at end of year	2011-12-31	$1,745,115
Total plan assets at beginning of year	2011-12-31	$1,792,864
Value of fidelity bond covering the plan	2011-12-31	$160,000
Total contributions received or receivable from participants	2011-12-31	$39,690
Other income received	2011-12-31	$-34,511
Net income (gross income less expenses)	2011-12-31	$-47,749
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,745,115
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,792,864
Assets. Value of participant loans	2011-12-31	$50,175
Total contributions received or receivable from employer(s)	2011-12-31	$187
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,701
2010 : MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2010 401k financial data
Total income from all sources	2010-12-31	$242,792
Expenses. Total of all expenses incurred	2010-12-31	$7,762
Benefits paid (including direct rollovers)	2010-12-31	$6,512
Total plan assets at end of year	2010-12-31	$1,792,864
Total plan assets at beginning of year	2010-12-31	$1,557,834
Value of fidelity bond covering the plan	2010-12-31	$160,000
Total contributions received or receivable from participants	2010-12-31	$32,704
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,250
Contributions received from other sources (not participants or employers)	2010-12-31	$671
Other income received	2010-12-31	$205,855
Net income (gross income less expenses)	2010-12-31	$235,030
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,792,864
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,557,834
Total contributions received or receivable from employer(s)	2010-12-31	$3,562
2009 : MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 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

Form 5500 Responses for MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT

2015: MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL BENZA AND ASSOCIATES, INC. 401K AND PROFIT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9331
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9331
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9331
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9331
Policy instance	1

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Company Name:	MICHAEL BENZA & ASSOCIATES, INC.
Employer identification number (EIN):	341170498
NAIC Classification:	541190