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K-Z, INC 401(K) PLAN 401k Plan overview

Plan NameK-Z, INC 401(K) PLAN
Plan identification number 001

K-Z, INC 401(K) 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.
  • 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

K-Z, INC has sponsored the creation of one or more 401k plans.

Company Name:K-Z, INC
Employer identification number (EIN):351268538
NAIC Classification:336210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K-Z, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01TERRY SLABACH TERRY SLABACH2016-11-22
0012015-01-01TERRY SLABACH TERRY SLABACH2016-10-17
0012014-01-01TERRY SLABACH
0012013-01-01TERRY SLABACH TERRY SLABACH2014-09-16
0012012-01-01TERRY SLABACH TERRY SLABACH2013-07-10
0012011-01-01TERRY SLABACH TERRY SLABACH2012-08-23
0012009-01-01TERRY SLABACH
0012009-01-01TERRY SLABACH

Plan Statistics for K-Z, INC 401(K) PLAN

401k plan membership statisitcs for K-Z, INC 401(K) PLAN

Measure Date Value
2016: K-Z, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01345
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: K-Z, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01353
Total number of active participants reported on line 7a of the Form 55002015-01-01306
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01345
Number of participants with account balances2015-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: K-Z, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01334
Total number of active participants reported on line 7a of the Form 55002014-01-01287
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01327
Number of participants with account balances2014-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: K-Z, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01313
Total number of active participants reported on line 7a of the Form 55002013-01-01272
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01315
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: K-Z, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01320
Total number of active participants reported on line 7a of the Form 55002012-01-01257
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01307
Number of participants with account balances2012-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: K-Z, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01319
Total number of active participants reported on line 7a of the Form 55002011-01-01261
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01310
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: K-Z, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01421
Total number of active participants reported on line 7a of the Form 55002009-01-01285
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01338
Number of participants with account balances2009-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on K-Z, INC 401(K) PLAN

Measure Date Value
2016 : K-Z, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets from this plan2016-03-31$6,576,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$17,225
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$65,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$28,526
Value of total corrective distributions2016-03-31$34,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$0
Value of total assets at end of year2016-03-31$0
Value of total assets at beginning of year2016-03-31$6,625,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$2,588
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$17,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$17,258
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$4,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-48,655
Value of net assets at end of year (total assets less liabilities)2016-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$6,625,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$6,188,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$369,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$369,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-33
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Employer contributions (assets) at end of year2016-03-31$0
Employer contributions (assets) at beginning of year2016-03-31$62,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$28,526
Contract administrator fees2016-03-31$2,588
Did the plan have assets held for investment2016-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31RSM US LLP
Accountancy firm EIN2016-03-31420714325
2015 : K-Z, INC 401(K) 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$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$815,761
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$236,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$235,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$755,616
Value of total assets at end of year2015-12-31$6,625,137
Value of total assets at beginning of year2015-12-31$6,046,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,440
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$91,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$91,976
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 period2015-12-31Yes
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$693,265
Participant contributions at end of year2015-12-31$4,530
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$578,918
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,625,137
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,046,219
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,188,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,700,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$369,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$230,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$230,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,831
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$62,351
Employer contributions (assets) at end of year2015-12-31$62,351
Employer contributions (assets) at beginning of year2015-12-31$115,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$235,403
Contract administrator fees2015-12-31$1,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
2014 : K-Z, INC 401(K) 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$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$1,105,009
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$320,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$307,147
Value of total corrective distributions2014-12-31$12,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$714,431
Value of total assets at end of year2014-12-31$6,046,219
Value of total assets at beginning of year2014-12-31$5,261,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,200
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$91,018
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$91,018
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$599,425
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$784,497
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,046,219
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,261,722
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,700,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,931,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$230,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$280,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$280,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$299,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$115,006
Employer contributions (assets) at end of year2014-12-31$115,006
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$307,147
Contract administrator fees2014-12-31$1,200
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 name2014-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2014-12-31420714325
2013 : K-Z, INC 401(K) 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$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$1,575,213
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$835,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$833,896
Value of total corrective distributions2013-12-31$835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$511,380
Value of total assets at end of year2013-12-31$5,261,722
Value of total assets at beginning of year2013-12-31$4,522,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,140
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$77,485
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$77,485
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$461,380
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$739,342
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,261,722
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,522,380
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$4,931,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,213,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$280,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$259,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$259,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$986,348
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$50,000
Employer contributions (assets) at end of year2013-12-31$50,000
Employer contributions (assets) at beginning of year2013-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$833,896
Contract administrator fees2013-12-31$1,140
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 name2013-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2013-12-31420714325
2012 : K-Z, INC 401(K) 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$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$1,062,591
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$375,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$374,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$504,373
Value of total assets at end of year2012-12-31$4,522,380
Value of total assets at beginning of year2012-12-31$3,835,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,140
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$80,904
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$80,904
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$454,373
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$686,655
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,522,380
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,835,725
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$4,213,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,440,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$259,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$344,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$344,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$477,314
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,000
Employer contributions (assets) at end of year2012-12-31$50,000
Employer contributions (assets) at beginning of year2012-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$374,796
Contract administrator fees2012-12-31$1,140
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 name2012-12-31MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2012-12-31420714325
2011 : K-Z, INC 401(K) 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$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$484,809
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$248,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$245,558
Value of total corrective distributions2011-12-31$2,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$504,317
Value of total assets at end of year2011-12-31$3,835,725
Value of total assets at beginning of year2011-12-31$3,599,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$780
Total interest from all sources2011-12-31$1,497
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,102
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$69,102
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$454,317
Participant contributions at beginning of year2011-12-31$3,687
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$236,314
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,835,725
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,599,411
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$3,440,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,330,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$344,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$264,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$264,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-90,107
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$50,000
Employer contributions (assets) at end of year2011-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$245,558
Contract administrator fees2011-12-31$780
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 name2011-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-12-31420714325
2010 : K-Z, INC 401(K) 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$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$554,114
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$259,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$255,428
Value of total corrective distributions2010-12-31$3,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$215,331
Value of total assets at end of year2010-12-31$3,599,411
Value of total assets at beginning of year2010-12-31$3,304,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,080
Total interest from all sources2010-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$66,153
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$66,153
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 period2010-12-31No
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$215,331
Participant contributions at end of year2010-12-31$3,687
Participant contributions at beginning of year2010-12-31$1,083
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$294,441
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,599,411
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,304,970
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$3,330,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,036,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$264,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$267,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$267,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$272,582
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$255,428
Contract administrator fees2010-12-31$1,080
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 name2010-12-31MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : K-Z, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for K-Z, INC 401(K) PLAN

2016: K-Z, INC 401(K) 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: K-Z, INC 401(K) 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: K-Z, INC 401(K) 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: K-Z, INC 401(K) 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: K-Z, INC 401(K) 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: K-Z, INC 401(K) 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
2009: K-Z, INC 401(K) 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

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