401k Plan data: MZ ENTERPRISES, INC. 401(K) PLAN plan

MZ ENTERPRISES, INC. 401(K) PLAN 401k Plan overview

Plan Name	MZ ENTERPRISES, INC. 401(K) PLAN
Plan identification number	001

MZ ENTERPRISES, INC. 401(K) PLAN 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).
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.
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

MZ ENTERPRISES, INC. D/B/A CHARLIE'S CHICKEN has sponsored the creation of one or more 401k plans.

Company Name: MZ ENTERPRISES, INC. D/B/A CHARLIE'S CHICKEN

Employer identification number (EIN): 453717301

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MZ ENTERPRISES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARY MORRIS 2023-09-29
001 2021-01-01 MARY MORRIS 2022-06-16
001 2020-01-01 MARY MORRIS 2021-07-27
001 2019-01-01 MARY MORRIS 2020-09-30
001 2018-01-01 MARY MORRIS 2019-07-29
001 2017-01-01 MARY MORRIS 2018-06-25
001 2016-01-01 MARY MORRIS
001 2015-01-01 MARY MORRIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MARY MORRIS	2023-09-29
001	2021-01-01	MARY MORRIS	2022-06-16
001	2020-01-01	MARY MORRIS	2021-07-27
001	2019-01-01	MARY MORRIS	2020-09-30
001	2018-01-01	MARY MORRIS	2019-07-29
001	2017-01-01	MARY MORRIS	2018-06-25
001	2016-01-01	MARY MORRIS
001	2015-01-01	MARY MORRIS

Plan Statistics for MZ ENTERPRISES, INC. 401(K) PLAN

401k plan membership statisitcs for MZ ENTERPRISES, INC. 401(K) PLAN

Measure Date Value
2016: MZ ENTERPRISES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MZ ENTERPRISES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2016: MZ ENTERPRISES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MZ ENTERPRISES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on MZ ENTERPRISES, INC. 401(K) PLAN

Measure	Date	Value
2016 : MZ ENTERPRISES, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$78,639
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$138,329
Total plan assets at beginning of year	2016-12-31	$59,690
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$49,151
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$9,227
Net income (gross income less expenses)	2016-12-31	$78,639
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$138,329
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$59,690
Total contributions received or receivable from employer(s)	2016-12-31	$20,261
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : MZ ENTERPRISES, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$60,271
Expenses. Total of all expenses incurred	2015-12-31	$581
Benefits paid (including direct rollovers)	2015-12-31	$581
Total plan assets at end of year	2015-12-31	$59,690
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$45,194
Contributions received from other sources (not participants or employers)	2015-12-31	$238
Other income received	2015-12-31	$-1,684
Net income (gross income less expenses)	2015-12-31	$59,690
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$59,690
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$34,499
Total contributions received or receivable from employer(s)	2015-12-31	$16,523

Form 5500 Responses for MZ ENTERPRISES, INC. 401(K) PLAN

2016: MZ ENTERPRISES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MZ ENTERPRISES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80079

Policy instance

Insurance contract or identification number	871-80079
Number of Individuals Covered	19
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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
Insurance broker name	VOYA FINANCIAL ADVISORS, INC.

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Company Name:	MZ ENTERPRISES, INC. D/B/A CHARLIE'S CHICKEN
Employer identification number (EIN):	453717301
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants