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PIZZA INN/PIE FIVE 401(K) PLAN 401k Plan overview

Plan NamePIZZA INN/PIE FIVE 401(K) PLAN
Plan identification number 005

PIZZA INN/PIE FIVE 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PIZZA INN HOLDINGS, INC. - MISSOURI has sponsored the creation of one or more 401k plans.

Company Name:PIZZA INN HOLDINGS, INC. - MISSOURI
Employer identification number (EIN):453189287
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIZZA INN/PIE FIVE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01CLINT FENDLEY2023-06-22
0052021-01-01LISA SCHLEPP2022-04-07
0052020-01-01LISA SCHLEPP2021-06-16
0052020-01-01LISA SCHLEPP2021-10-12
0052019-01-01URSULA AVERETT2020-07-22
0052019-01-01LISA SCHLEPP2020-09-21
0052018-01-01
0052017-01-01ANDREA ALLEN
0052017-01-01
0052016-01-01TIM MULLANY
0052015-01-01TIM MULLANY
0052014-01-01TIM MULLANY TIM MULLANY2015-10-14
0052013-01-01TIM MULLANY
0052012-01-01JERRY TROJAN2013-04-19 JERRY TROJAN2013-04-19
0052011-01-01JERRY TROJAN2012-07-25 JERRY TROJAN2012-07-25

Plan Statistics for PIZZA INN/PIE FIVE 401(K) PLAN

401k plan membership statisitcs for PIZZA INN/PIE FIVE 401(K) PLAN

Measure Date Value
2018: PIZZA INN/PIE FIVE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-0144
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01102
Number of participants with account balances2018-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: PIZZA INN/PIE FIVE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-0163
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
Number of retired or separated participants receiving benefits2017-01-011
2016: PIZZA INN/PIE FIVE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01224
Number of participants with account balances2016-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: PIZZA INN/PIE FIVE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01193
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: PIZZA INN/PIE FIVE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01152
Total participants2014-01-01152
Number of participants with account balances2014-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: PIZZA INN/PIE FIVE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01166
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014

Financial Data on PIZZA INN/PIE FIVE 401(K) PLAN

Measure Date Value
2018 : PIZZA INN/PIE FIVE 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,200
Total income from all sources (including contributions)2018-12-31$77,309
Total of all expenses incurred2018-12-31$240,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$219,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$196,090
Value of total assets at end of year2018-12-31$1,757,900
Value of total assets at beginning of year2018-12-31$1,932,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,793
Total interest from all sources2018-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$138,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$138,849
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$139,326
Participant contributions at beginning of year2018-12-31$6,874
Participant contributions at beginning of year2018-12-31$6,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,688
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,757,900
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,921,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,717,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,875,440
Income. Interest from loans (other than to participants)2018-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-257,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$56,764
Employer contributions (assets) at end of year2018-12-31$40,306
Employer contributions (assets) at beginning of year2018-12-31$44,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,204
Contract administrator fees2018-12-31$21,793
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : PIZZA INN/PIE FIVE 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,048
Total income from all sources (including contributions)2017-12-31$504,451
Total of all expenses incurred2017-12-31$254,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$245,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$229,751
Value of total assets at end of year2017-12-31$1,932,788
Value of total assets at beginning of year2017-12-31$1,677,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,343
Total interest from all sources2017-12-31$482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,343
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$174,936
Participant contributions at end of year2017-12-31$6,874
Participant contributions at beginning of year2017-12-31$12,241
Participant contributions at end of year2017-12-31$6,110
Participant contributions at beginning of year2017-12-31$4,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$249,677
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,921,588
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,671,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,875,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,632,525
Income. Interest from loans (other than to participants)2017-12-31$476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$274,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$54,815
Employer contributions (assets) at end of year2017-12-31$44,363
Employer contributions (assets) at beginning of year2017-12-31$28,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$245,431
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2017-12-31752783674
2016 : PIZZA INN/PIE FIVE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,053
Total income from all sources (including contributions)2016-12-31$348,135
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$460,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$450,521
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$223,070
Value of total assets at end of year2016-12-31$1,677,959
Value of total assets at beginning of year2016-12-31$1,800,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,712
Total interest from all sources2016-12-31$577
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$169,516
Participant contributions at end of year2016-12-31$12,241
Participant contributions at beginning of year2016-12-31$17,720
Participant contributions at end of year2016-12-31$4,546
Participant contributions at beginning of year2016-12-31$5,751
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-112,098
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,671,911
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,784,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,632,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,724,460
Interest on participant loans2016-12-31$561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$124,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$36,999
Employer contributions (assets) at end of year2016-12-31$28,397
Employer contributions (assets) at beginning of year2016-12-31$51,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$450,521
Contract administrator fees2016-12-31$9,712
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2016-12-31752783674
2015 : PIZZA INN/PIE FIVE 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,903
Total income from all sources (including contributions)2015-12-31$248,642
Total of all expenses incurred2015-12-31$382,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$355,192
Value of total corrective distributions2015-12-31$16,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$273,067
Value of total assets at end of year2015-12-31$1,800,062
Value of total assets at beginning of year2015-12-31$1,928,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,756
Total interest from all sources2015-12-31$820
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$33,115
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$211,007
Participant contributions at end of year2015-12-31$17,720
Participant contributions at beginning of year2015-12-31$22,531
Participant contributions at end of year2015-12-31$5,751
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-133,359
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,784,009
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,917,368
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$1,724,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,866,381
Interest on participant loans2015-12-31$809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-58,360
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$56,846
Employer contributions (assets) at end of year2015-12-31$51,048
Employer contributions (assets) at beginning of year2015-12-31$39,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$355,192
Contract administrator fees2015-12-31$10,756
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2015-12-31752783674
2014 : PIZZA INN/PIE FIVE 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,903
Total income from all sources (including contributions)2014-12-31$271,458
Total of all expenses incurred2014-12-31$201,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$189,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$179,065
Value of total assets at end of year2014-12-31$1,928,271
Value of total assets at beginning of year2014-12-31$1,847,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,463
Total interest from all sources2014-12-31$40,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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$135,347
Participant contributions at end of year2014-12-31$22,531
Participant contributions at beginning of year2014-12-31$13,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,903
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$69,609
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,917,368
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,847,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,866,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,803,405
Interest on participant loans2014-12-31$696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$39,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,058
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
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$43,718
Employer contributions (assets) at end of year2014-12-31$39,228
Employer contributions (assets) at beginning of year2014-12-31$30,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$189,386
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 name2014-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2014-12-31752783674
2013 : PIZZA INN/PIE FIVE 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$458,690
Total of all expenses incurred2013-12-31$100,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$94,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$185,122
Value of total assets at end of year2013-12-31$1,817,321
Value of total assets at beginning of year2013-12-31$1,459,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,173
Total interest from all sources2013-12-31$35,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$183,725
Participant contributions at end of year2013-12-31$13,873
Participant contributions at beginning of year2013-12-31$28,918
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$357,748
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,817,321
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,459,573
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
Investment advisory and management fees2013-12-31$6,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,803,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,322,278
Interest on participant loans2013-12-31$554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$34,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$43
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$104,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$238,015
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,397
Employer contributions (assets) at beginning of year2013-12-31$4,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$94,769
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 name2013-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2013-12-31752783674

Form 5500 Responses for PIZZA INN/PIE FIVE 401(K) PLAN

2018: PIZZA INN/PIE FIVE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PIZZA INN/PIE FIVE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PIZZA INN/PIE FIVE 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PIZZA INN/PIE FIVE 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PIZZA INN/PIE FIVE 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PIZZA INN/PIE FIVE 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FF6C
Policy instance 1
Insurance contract or identification numberGAP-CP-FF6C
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Additional information about fees paid to insurance brokerFINANCIAL SERVICES
Insurance broker organization code?1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FF6C
Policy instance 1
Insurance contract or identification numberGAP-CP-FF6C
Number of Individuals Covered80
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL SERVICES
Insurance broker organization code?1
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FF6C
Policy instance 1
Insurance contract or identification numberGAP-CP-FF6C
Number of Individuals Covered71
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FF6C
Policy instance 1
Insurance contract or identification numberGAP-CP-FF6C
Number of Individuals Covered64
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FF6C
Policy instance 1
Insurance contract or identification numberGAP-CP-FF6C
Number of Individuals Covered66
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePROSPERA FINANCIAL SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878377
Policy instance 2
Insurance contract or identification number878377
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $1,203
Total amount of fees paid to insurance companyUSD $172
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,203
Insurance broker organization code?3
Amount paid for insurance broker fees172
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker nameROBERT E WIRTH

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