?>
Plan Name | KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KAIZEN RESOURCES, INC. |
Employer identification number (EIN): | 822474379 |
NAIC Classification: | 441110 |
NAIC Description: | New Car Dealers |
Additional information about KAIZEN RESOURCES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2017-05-01 |
Company Identification Number: | 0802710320 |
Legal Registered Office Address: |
3413 LAWRENCE AVE. NEDERLAND United States of America (USA) 77627 |
More information about KAIZEN RESOURCES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | PAULA LEE |
Measure | Date | Value |
---|---|---|
2022: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 528 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 412 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 39 |
Total of all active and inactive participants | 2022-01-01 | 451 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 451 |
Number of participants with account balances | 2022-01-01 | 342 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 206 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 190 |
Total of all active and inactive participants | 2021-01-01 | 396 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 396 |
Number of participants with account balances | 2021-01-01 | 339 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 163 |
Total of all active and inactive participants | 2020-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 306 |
Number of participants with account balances | 2020-01-01 | 281 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 134 |
Total of all active and inactive participants | 2019-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 295 |
Number of participants with account balances | 2019-01-01 | 230 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 119 |
Total of all active and inactive participants | 2018-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 263 |
Number of participants with account balances | 2018-01-01 | 233 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 19 |
2017: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 98 |
Total of all active and inactive participants | 2017-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 215 |
Number of participants with account balances | 2017-01-01 | 183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 42 |
Measure | Date | Value |
---|---|---|
2022 : KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $745,727 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $314,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $301,710 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,033,715 |
Value of total assets at end of year | 2022-12-31 | $1,811,589 |
Value of total assets at beginning of year | 2022-12-31 | $1,380,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,338 |
Total interest from all sources | 2022-12-31 | $672 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $94,163 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $94,163 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $139,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $517,059 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $516,656 |
Other income not declared elsewhere | 2022-12-31 | $14 |
Administrative expenses (other) incurred | 2022-12-31 | $12,338 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $431,007 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,811,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,380,582 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,311,147 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,356,854 |
Interest on participant loans | 2022-12-31 | $672 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $500,442 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $23,728 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-384,745 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $301,710 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ROGERS CLEM & COMPANY |
Accountancy firm EIN | 2022-12-31 | 952694521 |
2021 : KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $651,243 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $81,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $78,062 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $526,284 |
Value of total assets at end of year | 2021-12-31 | $1,380,582 |
Value of total assets at beginning of year | 2021-12-31 | $810,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,599 |
Total interest from all sources | 2021-12-31 | $1,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $98,259 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $98,259 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $82,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $367,379 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $158,905 |
Other income not declared elsewhere | 2021-12-31 | $199 |
Administrative expenses (other) incurred | 2021-12-31 | $1,599 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $570,075 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,380,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $810,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,356,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $787,990 |
Interest on participant loans | 2021-12-31 | $1,507 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $23,728 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $22,517 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $24,846 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $78,062 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ROGERS CLEM & COMPANY |
Accountancy firm EIN | 2021-12-31 | 952694521 |
2020 : KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $309,751 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $218,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $212,970 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,417 |
Value of total corrective distributions | 2020-12-31 | $2,947 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $206,536 |
Value of total assets at end of year | 2020-12-31 | $810,507 |
Value of total assets at beginning of year | 2020-12-31 | $719,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,421 |
Total interest from all sources | 2020-12-31 | $1,417 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $36,741 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $36,741 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $72,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $206,536 |
Other income not declared elsewhere | 2020-12-31 | $45 |
Administrative expenses (other) incurred | 2020-12-31 | $1,421 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $90,996 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $810,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $719,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $787,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $691,041 |
Interest on participant loans | 2020-12-31 | $1,417 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $22,517 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $28,470 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $64,634 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $212,970 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ROGERS, CLEM & COMPANY |
Accountancy firm EIN | 2020-12-31 | 952694521 |
2019 : KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $283,738 |
Total income from all sources (including contributions) | 2019-12-31 | $283,738 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $87,875 |
Total of all expenses incurred | 2019-12-31 | $87,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $84,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $84,645 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,325 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $165,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $165,504 |
Value of total assets at end of year | 2019-12-31 | $719,511 |
Value of total assets at end of year | 2019-12-31 | $719,511 |
Value of total assets at beginning of year | 2019-12-31 | $523,648 |
Value of total assets at beginning of year | 2019-12-31 | $523,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,905 |
Total interest from all sources | 2019-12-31 | $1,316 |
Total interest from all sources | 2019-12-31 | $1,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $32,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $32,630 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $32,630 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $32,630 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $53,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $165,504 |
Contributions received from participants | 2019-12-31 | $165,504 |
Participant contributions at beginning of year | 2019-12-31 | $88 |
Participant contributions at beginning of year | 2019-12-31 | $88 |
Other income not declared elsewhere | 2019-12-31 | $132 |
Other income not declared elsewhere | 2019-12-31 | $132 |
Administrative expenses (other) incurred | 2019-12-31 | $1,905 |
Administrative expenses (other) incurred | 2019-12-31 | $1,905 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $195,863 |
Value of net income/loss | 2019-12-31 | $195,863 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $719,511 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $719,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $523,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $523,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $691,041 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $691,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $507,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $507,154 |
Interest on participant loans | 2019-12-31 | $1,316 |
Interest on participant loans | 2019-12-31 | $1,316 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $28,470 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $28,470 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $16,406 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $16,406 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $83,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $83,751 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $405 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $405 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $84,645 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $84,645 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ROGERS, CLEM & COMPANY |
Accountancy firm name | 2019-12-31 | ROGERS, CLEM & COMPANY |
Accountancy firm EIN | 2019-12-31 | 952694521 |
Accountancy firm EIN | 2019-12-31 | 952694521 |
2018 : KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $139,075 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $330,764 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $327,537 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,300 |
Value of total corrective distributions | 2018-12-31 | $324 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $170,172 |
Value of total assets at end of year | 2018-12-31 | $523,648 |
Value of total assets at beginning of year | 2018-12-31 | $715,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,603 |
Total interest from all sources | 2018-12-31 | $1,321 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $36,516 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $36,516 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $72,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $170,172 |
Participant contributions at end of year | 2018-12-31 | $88 |
Participant contributions at beginning of year | 2018-12-31 | $1,297 |
Other income not declared elsewhere | 2018-12-31 | $7 |
Administrative expenses (other) incurred | 2018-12-31 | $1,603 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-191,689 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $523,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $715,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $507,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $536,463 |
Interest on participant loans | 2018-12-31 | $1,321 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $16,406 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $177,577 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-69,466 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $327,537 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ROGERS, CLEM & COMPANY |
Accountancy firm EIN | 2018-12-31 | 952694521 |
2017 : KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $289,877 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $190,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $187,581 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $195,226 |
Value of total assets at end of year | 2017-12-31 | $715,337 |
Value of total assets at beginning of year | 2017-12-31 | $616,410 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,925 |
Total interest from all sources | 2017-12-31 | $1,569 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $23,642 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $23,642 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $62,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $154,514 |
Participant contributions at end of year | 2017-12-31 | $1,297 |
Participant contributions at beginning of year | 2017-12-31 | $3,759 |
Other income not declared elsewhere | 2017-12-31 | $3 |
Administrative expenses (other) incurred | 2017-12-31 | $1,925 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $98,927 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $715,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $616,410 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $536,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $473,272 |
Interest on participant loans | 2017-12-31 | $1,569 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $177,577 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $139,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $67,997 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $40,712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $187,581 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ROGERS, CLEM & COMPANY |
Accountancy firm EIN | 2017-12-31 | 952694521 |
2022: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KAIZEN RESOURCES, INC.401(K) SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |