401k Plan data: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING 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).
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

KOONTZ ELECTRIC COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: KOONTZ ELECTRIC COMPANY, INC.

Employer identification number (EIN): 710397704

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Additional information about KOONTZ ELECTRIC COMPANY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1993-09-09

Company Identification Number: 0009688306

Legal Registered Office Address: PO BOX 501

MORRILTON
United States of America (USA)
72110

More information about KOONTZ ELECTRIC COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 MATT ZIMMERMAN 2024-03-12
001 2021-06-01 MATT ZIMMERMAN 2022-12-09
001 2020-06-01 MATT ZIMMERMAN 2022-03-14
001 2019-06-01 MATT ZIMMERMAN 2021-03-12
001 2019-06-01 MATT ZIMMERMAN 2021-07-20
001 2018-06-01 MARK DAY 2020-03-16
001 2017-06-01 WALTER M. DAY
001 2016-06-01 WALTER M. DAY
001 2015-06-01 WALTER M. DAY
001 2014-06-01 WALTER M. DAY
001 2013-06-01 WALTER DAY
001 2012-06-01 MARK DAY
001 2011-06-01 MARK DAY MARK DAY 2013-01-31
001 2009-06-01 MARK DAY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01	MATT ZIMMERMAN	2024-03-12
001	2021-06-01	MATT ZIMMERMAN	2022-12-09
001	2020-06-01	MATT ZIMMERMAN	2022-03-14
001	2019-06-01	MATT ZIMMERMAN	2021-03-12
001	2019-06-01	MATT ZIMMERMAN	2021-07-20
001	2018-06-01	MARK DAY	2020-03-16
001	2017-06-01	WALTER M. DAY
001	2016-06-01	WALTER M. DAY
001	2015-06-01	WALTER M. DAY
001	2014-06-01	WALTER M. DAY
001	2013-06-01	WALTER DAY
001	2012-06-01	MARK DAY
001	2011-06-01	MARK DAY		MARK DAY	2013-01-31
001	2009-06-01	MARK DAY

Plan Statistics for KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 195
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 164
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 14
Total of all active and inactive participants 2017-06-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 178
Number of participants with account balances 2017-06-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 5
2016: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 174
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 165
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 27
Total of all active and inactive participants 2016-06-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 192
Number of participants with account balances 2016-06-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 10
2015: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 152
Number of retired or separated participants receiving benefits 2015-06-01 3
Number of other retired or separated participants entitled to future benefits 2015-06-01 14
Total of all active and inactive participants 2015-06-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 169
Number of participants with account balances 2015-06-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 11
2014: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 145
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 4
Total of all active and inactive participants 2014-06-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 149
Number of participants with account balances 2014-06-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 4
2013: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 144
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 142
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 10
Total of all active and inactive participants 2013-06-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 152
Number of participants with account balances 2013-06-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 6
2012: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 130
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 13
Total of all active and inactive participants 2012-06-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 143
Number of participants with account balances 2012-06-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 4
2011: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 119
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 105
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 11
Total of all active and inactive participants 2011-06-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 116
Number of participants with account balances 2011-06-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 5
2009: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 122
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 95
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 26
Total of all active and inactive participants 2009-06-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 121
Number of participants with account balances 2009-06-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 11

Measure	Date	Value
2017: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	195
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	164
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	14
Total of all active and inactive participants	2017-06-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	178
Number of participants with account balances	2017-06-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	5
2016: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	174
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	165
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	27
Total of all active and inactive participants	2016-06-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	192
Number of participants with account balances	2016-06-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	10
2015: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	152
Number of retired or separated participants receiving benefits	2015-06-01	3
Number of other retired or separated participants entitled to future benefits	2015-06-01	14
Total of all active and inactive participants	2015-06-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	169
Number of participants with account balances	2015-06-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	11
2014: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	145
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	4
Total of all active and inactive participants	2014-06-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	149
Number of participants with account balances	2014-06-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	4
2013: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	144
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	142
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	10
Total of all active and inactive participants	2013-06-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	152
Number of participants with account balances	2013-06-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	6
2012: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	130
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	13
Total of all active and inactive participants	2012-06-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	143
Number of participants with account balances	2012-06-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	4
2011: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	119
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	105
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	11
Total of all active and inactive participants	2011-06-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	116
Number of participants with account balances	2011-06-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	5
2009: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	122
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	95
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	26
Total of all active and inactive participants	2009-06-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	121
Number of participants with account balances	2009-06-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	11

Financial Data on KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$3,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$19,475
Total income from all sources (including contributions)	2018-05-31	$2,059,173
Total loss/gain on sale of assets	2018-05-31	$43,767
Total of all expenses incurred	2018-05-31	$702,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$661,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$982,244
Value of total assets at end of year	2018-05-31	$10,459,434
Value of total assets at beginning of year	2018-05-31	$9,117,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$40,602
Total interest from all sources	2018-05-31	$20,410
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$416,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$416,513
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$500,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Contributions received from participants	2018-05-31	$836,531
Participant contributions at end of year	2018-05-31	$534,291
Participant contributions at beginning of year	2018-05-31	$445,931
Participant contributions at beginning of year	2018-05-31	$13,807
Assets. Other investments not covered elsewhere at end of year	2018-05-31	$7,706
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$30,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-05-31	$259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-05-31	$3,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-05-31	$19,475
Other income not declared elsewhere	2018-05-31	$8,796
Administrative expenses (other) incurred	2018-05-31	$33,719
Total non interest bearing cash at beginning of year	2018-05-31	$478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$1,357,112
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$10,455,529
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$9,098,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Investment advisory and management fees	2018-05-31	$6,883
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$9,692,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$8,275,487
Interest on participant loans	2018-05-31	$20,410
Value of interest in common/collective trusts at end of year	2018-05-31	$224,951
Value of interest in common/collective trusts at beginning of year	2018-05-31	$229,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$583,974
Net investment gain or loss from common/collective trusts	2018-05-31	$3,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	No
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$115,526
Employer contributions (assets) at beginning of year	2018-05-31	$152,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$661,459
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Aggregate proceeds on sale of assets	2018-05-31	$1,632,718
Aggregate carrying amount (costs) on sale of assets	2018-05-31	$1,588,951
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2018-05-31	710355269
2017 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$19,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$935
Total income from all sources (including contributions)	2017-05-31	$2,033,070
Total loss/gain on sale of assets	2017-05-31	$65,946
Total of all expenses incurred	2017-05-31	$1,052,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$1,029,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$956,452
Value of total assets at end of year	2017-05-31	$9,117,892
Value of total assets at beginning of year	2017-05-31	$8,118,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$22,584
Total interest from all sources	2017-05-31	$12,340
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$234,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$234,406
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$500,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$703,302
Participant contributions at end of year	2017-05-31	$445,931
Participant contributions at beginning of year	2017-05-31	$386,921
Participant contributions at end of year	2017-05-31	$13,807
Participant contributions at beginning of year	2017-05-31	$11,522
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-05-31	$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-05-31	$19,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-05-31	$935
Other income not declared elsewhere	2017-05-31	$2,501
Administrative expenses (other) incurred	2017-05-31	$7,329
Total non interest bearing cash at end of year	2017-05-31	$478
Total non interest bearing cash at beginning of year	2017-05-31	$935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$980,748
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$9,098,417
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$8,117,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$15,255
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$8,275,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$7,192,276
Interest on participant loans	2017-05-31	$12,340
Value of interest in common/collective trusts at end of year	2017-05-31	$229,185
Value of interest in common/collective trusts at beginning of year	2017-05-31	$525,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$757,375
Net investment gain or loss from common/collective trusts	2017-05-31	$4,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$253,150
Employer contributions (assets) at end of year	2017-05-31	$152,745
Employer contributions (assets) at beginning of year	2017-05-31	$1,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$1,029,738
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Aggregate proceeds on sale of assets	2017-05-31	$2,568,989
Aggregate carrying amount (costs) on sale of assets	2017-05-31	$2,503,043
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2017-05-31	710355269
2016 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$153
Total income from all sources (including contributions)	2016-05-31	$1,036,819
Total loss/gain on sale of assets	2016-05-31	$-46,292
Total of all expenses incurred	2016-05-31	$218,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$199,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$1,257,241
Value of total assets at end of year	2016-05-31	$8,118,604
Value of total assets at beginning of year	2016-05-31	$7,299,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$18,917
Total interest from all sources	2016-05-31	$12,704
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$309,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$309,887
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$649,685
Participant contributions at end of year	2016-05-31	$386,921
Participant contributions at beginning of year	2016-05-31	$424,724
Participant contributions at end of year	2016-05-31	$11,522
Participant contributions at beginning of year	2016-05-31	$14,165
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$516,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-05-31	$935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-05-31	$153
Administrative expenses (other) incurred	2016-05-31	$-11
Total non interest bearing cash at end of year	2016-05-31	$935
Total non interest bearing cash at beginning of year	2016-05-31	$153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$818,371
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$8,117,669
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$7,299,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Investment advisory and management fees	2016-05-31	$18,928
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$7,192,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$6,733,880
Interest on participant loans	2016-05-31	$12,704
Value of interest in common/collective trusts at end of year	2016-05-31	$525,366
Value of interest in common/collective trusts at beginning of year	2016-05-31	$122,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-498,334
Net investment gain or loss from common/collective trusts	2016-05-31	$1,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$91,327
Employer contributions (assets) at end of year	2016-05-31	$1,584
Employer contributions (assets) at beginning of year	2016-05-31	$4,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$199,531
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Aggregate proceeds on sale of assets	2016-05-31	$973,256
Aggregate carrying amount (costs) on sale of assets	2016-05-31	$1,019,548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2016-05-31	710355269
2015 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$384
Total income from all sources (including contributions)	2015-05-31	$1,248,754
Total loss/gain on sale of assets	2015-05-31	$6,152
Total of all expenses incurred	2015-05-31	$901,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$873,124
Expenses. Certain deemed distributions of participant loans	2015-05-31	$6,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$687,221
Value of total assets at end of year	2015-05-31	$7,299,451
Value of total assets at beginning of year	2015-05-31	$6,952,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$22,340
Total interest from all sources	2015-05-31	$12,838
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$322,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$322,260
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$500,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$605,111
Participant contributions at end of year	2015-05-31	$424,724
Participant contributions at beginning of year	2015-05-31	$400,318
Participant contributions at end of year	2015-05-31	$14,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-05-31	$153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-05-31	$384
Total non interest bearing cash at end of year	2015-05-31	$153
Total non interest bearing cash at beginning of year	2015-05-31	$384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$346,970
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$7,299,298
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$6,952,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Investment advisory and management fees	2015-05-31	$22,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$6,733,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$6,241,779
Interest on participant loans	2015-05-31	$12,838
Value of interest in common/collective trusts at end of year	2015-05-31	$122,406
Value of interest in common/collective trusts at beginning of year	2015-05-31	$310,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$219,067
Net investment gain or loss from common/collective trusts	2015-05-31	$1,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$82,110
Employer contributions (assets) at end of year	2015-05-31	$4,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$873,124
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Aggregate proceeds on sale of assets	2015-05-31	$2,126,575
Aggregate carrying amount (costs) on sale of assets	2015-05-31	$2,120,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2015-05-31	710355269
2014 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-05-31	$6,954,872
Unrealized appreciation/depreciation of other (non real estate) assets	2014-05-31	$-6,403,704
Total unrealized appreciation/depreciation of assets	2014-05-31	$551,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$300,283
Total income from all sources (including contributions)	2014-05-31	$1,900,894
Total loss/gain on sale of assets	2014-05-31	$54,372
Total of all expenses incurred	2014-05-31	$312,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$296,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$1,023,121
Value of total assets at end of year	2014-05-31	$6,952,712
Value of total assets at beginning of year	2014-05-31	$5,664,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$15,441
Total interest from all sources	2014-05-31	$12,064
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$350,000
If this is an individual account plan, was there a blackout period	2014-05-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$630,967
Participant contributions at end of year	2014-05-31	$400,318
Participant contributions at beginning of year	2014-05-31	$325,990
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$11,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-05-31	$384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-05-31	$283
Liabilities. Value of operating payables at beginning of year	2014-05-31	$300,000
Total non interest bearing cash at end of year	2014-05-31	$384
Total non interest bearing cash at beginning of year	2014-05-31	$283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$1,588,563
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$6,952,328
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$5,363,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Investment advisory and management fees	2014-05-31	$15,441
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$6,241,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$4,970,807
Interest on participant loans	2014-05-31	$12,064
Value of interest in common/collective trusts at end of year	2014-05-31	$310,231
Value of interest in common/collective trusts at beginning of year	2014-05-31	$66,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$258,404
Net investment gain or loss from common/collective trusts	2014-05-31	$1,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$380,693
Employer contributions (assets) at beginning of year	2014-05-31	$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$296,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-05-31	Yes
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Aggregate proceeds on sale of assets	2014-05-31	$1,806,058
Aggregate carrying amount (costs) on sale of assets	2014-05-31	$1,751,686
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	KENT DOLLAR, CPA
Accountancy firm EIN	2014-05-31	201675588
2013 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$300,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$1,469,302
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$102,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$100,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$825,988
Value of total assets at end of year	2013-05-31	$5,664,048
Value of total assets at beginning of year	2013-05-31	$3,996,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$2,388
Total interest from all sources	2013-05-31	$7,538
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$350,000
If this is an individual account plan, was there a blackout period	2013-05-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$470,135
Participant contributions at end of year	2013-05-31	$325,990
Participant contributions at beginning of year	2013-05-31	$167,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-05-31	$283
Liabilities. Value of operating payables at end of year	2013-05-31	$300,000
Total non interest bearing cash at end of year	2013-05-31	$283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$1,366,789
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$5,363,765
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$3,996,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Investment advisory and management fees	2013-05-31	$2,388
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$4,970,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$3,426,864
Interest on participant loans	2013-05-31	$7,538
Value of interest in common/collective trusts at end of year	2013-05-31	$66,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-05-31	$252,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$635,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$355,853
Employer contributions (assets) at end of year	2013-05-31	$300,000
Employer contributions (assets) at beginning of year	2013-05-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$100,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-05-31	Yes
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	KENT DOLLAR, CPA
Accountancy firm EIN	2013-05-31	201675588
2012 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$247,706
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$157,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$153,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$576,039
Value of total assets at end of year	2012-05-31	$3,996,976
Value of total assets at beginning of year	2012-05-31	$3,906,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$3,753
Total interest from all sources	2012-05-31	$4,804
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Administrative expenses professional fees incurred	2012-05-31	$0
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$350,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$381,929
Participant contributions at end of year	2012-05-31	$167,637
Participant contributions at beginning of year	2012-05-31	$171,855
Participant contributions at beginning of year	2012-05-31	$6,609
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$127
Administrative expenses (other) incurred	2012-05-31	$3,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$90,541
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$3,996,976
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$3,906,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Investment advisory and management fees	2012-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$3,426,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$3,697,650
Interest on participant loans	2012-05-31	$4,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-05-31	$252,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$29,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-333,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$194,110
Employer contributions (assets) at end of year	2012-05-31	$150,000
Employer contributions (assets) at beginning of year	2012-05-31	$789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$153,412
Contract administrator fees	2012-05-31	$0
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	KENT DOLLAR, CPA
Accountancy firm EIN	2012-05-31	201675588
2011 : KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$1,059,964
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$175,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$165,613
Value of total corrective distributions	2011-05-31	$5,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$383,592
Value of total assets at end of year	2011-05-31	$3,906,435
Value of total assets at beginning of year	2011-05-31	$3,022,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$4,449
Total interest from all sources	2011-05-31	$7,327
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$350,000
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$342,506
Participant contributions at end of year	2011-05-31	$171,855
Participant contributions at beginning of year	2011-05-31	$166,585
Participant contributions at end of year	2011-05-31	$6,609
Participant contributions at beginning of year	2011-05-31	$6,438
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$127
Administrative expenses (other) incurred	2011-05-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$884,001
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$3,906,435
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$3,022,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$3,697,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$2,848,641
Interest on participant loans	2011-05-31	$7,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$29,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$669,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$41,086
Employer contributions (assets) at end of year	2011-05-31	$789
Employer contributions (assets) at beginning of year	2011-05-31	$770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$165,613
Contract administrator fees	2011-05-31	$4,449
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	KENT DOLLAR, CPA
Accountancy firm EIN	2011-05-31	201675588

Form 5500 Responses for KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN

2017: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	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

GAP-B2-ML25

Policy instance

Insurance contract or identification number	GAP-B2-ML25
Number of Individuals Covered	0
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $1,260
Total amount of fees paid to insurance company	USD $315
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,260
Insurance broker organization code?	3
Amount paid for insurance broker fees	315
Additional information about fees paid to insurance broker	!
Insurance broker name	PENSION SPECIALISTS LTD

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

Policy contract number

GAP-B2-ML25

Policy instance

Insurance contract or identification number	GAP-B2-ML25
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $1,536
Total amount of fees paid to insurance company	USD $384
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

GAP-B2-ML25

Policy instance

Insurance contract or identification number	GAP-B2-ML25
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $986
Total amount of fees paid to insurance company	USD $247
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	KOONTZ ELECTRIC COMPANY, INC.
Employer identification number (EIN):	710397704
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1993-09-09
Company Identification Number:	0009688306
Legal Registered Office Address:	PO BOX 501 MORRILTON United States of America (USA) 72110