401k Plan data: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN plan

CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CZYZ'S APPLIANCE, INC. RETIREMENT PLAN
Plan identification number	001

CZYZ'S APPLIANCE, INC. RETIREMENT 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CZYZ'S APPLIANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CZYZ'S APPLIANCE, INC.

Employer identification number (EIN): 880353006

NAIC Classification: 443141
NAIC Description: Household Appliance Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CZYZ'S APPLIANCE, INC. RETIREMENT PLAN

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 2018-01-01
001 2017-01-01
001 2016-04-01
001 2015-04-01 TOM CZYZ 2017-01-13
001 2014-04-01 TOM CZYZ 2016-01-14
001 2013-04-01 JOHN HOLZ JOHN HOLZ 2015-01-15
001 2012-04-01 THOMAS CZYZ THOMAS CZYZ 2014-01-31
001 2011-04-01 THOMAS CZYZ
001 2009-04-01 THOMAS CZYZ

Plan Statistics for CZYZ'S APPLIANCE, INC. RETIREMENT PLAN

401k plan membership statisitcs for CZYZ'S APPLIANCE, INC. RETIREMENT PLAN

Measure Date Value
2013: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 17
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 1
Total of all active and inactive participants 2013-04-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 18
Number of participants with account balances 2013-04-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 17
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 2
Total of all active and inactive participants 2012-04-01 19
Total participants 2012-04-01 19
Number of participants with account balances 2012-04-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 10
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 1
Total of all active and inactive participants 2011-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 11
Number of participants with account balances 2011-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2009: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 12
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 2
Total of all active and inactive participants 2009-04-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 14
Number of participants with account balances 2009-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2013: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	17
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	1
Total of all active and inactive participants	2013-04-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	18
Number of participants with account balances	2013-04-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	17
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	2
Total of all active and inactive participants	2012-04-01	19
Total participants	2012-04-01	19
Number of participants with account balances	2012-04-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	10
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	1
Total of all active and inactive participants	2011-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	11
Number of participants with account balances	2011-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2009: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	12
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	2
Total of all active and inactive participants	2009-04-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	14
Number of participants with account balances	2009-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on CZYZ'S APPLIANCE, INC. RETIREMENT PLAN

Measure	Date	Value
2014 : CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-03-31	$50,386
Expenses. Total of all expenses incurred	2014-03-31	$1,351
Benefits paid (including direct rollovers)	2014-03-31	$1,351
Total plan assets at end of year	2014-03-31	$215,064
Total plan assets at beginning of year	2014-03-31	$166,029
Value of fidelity bond covering the plan	2014-03-31	$15,000
Total contributions received or receivable from participants	2014-03-31	$40,500
Other income received	2014-03-31	$9,886
Net income (gross income less expenses)	2014-03-31	$49,035
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$215,064
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$166,029
Total contributions received or receivable from employer(s)	2014-03-31	$0
2013 : CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-03-31	$0
Total income from all sources	2013-03-31	$47,558
Expenses. Total of all expenses incurred	2013-03-31	$0
Total plan assets at end of year	2013-03-31	$166,029
Total plan assets at beginning of year	2013-03-31	$118,471
Value of fidelity bond covering the plan	2013-03-31	$15,000
Total contributions received or receivable from participants	2013-03-31	$42,357
Other income received	2013-03-31	$4,581
Net income (gross income less expenses)	2013-03-31	$47,558
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$166,029
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$118,471
Total contributions received or receivable from employer(s)	2013-03-31	$620
2012 : CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-03-31	$0
Total plan liabilities at beginning of year	2012-03-31	$0
Total income from all sources	2012-03-31	$11,479
Expenses. Total of all expenses incurred	2012-03-31	$7,721
Benefits paid (including direct rollovers)	2012-03-31	$7,721
Total plan assets at end of year	2012-03-31	$118,471
Total plan assets at beginning of year	2012-03-31	$114,713
Value of fidelity bond covering the plan	2012-03-31	$15,000
Total contributions received or receivable from participants	2012-03-31	$9,221
Expenses. Other expenses not covered elsewhere	2012-03-31	$0
Contributions received from other sources (not participants or employers)	2012-03-31	$40
Other income received	2012-03-31	$141
Noncash contributions received	2012-03-31	$0
Net income (gross income less expenses)	2012-03-31	$3,758
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$118,471
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$114,713
Total contributions received or receivable from employer(s)	2012-03-31	$2,077
Value of certain deemed distributions of participant loans	2012-03-31	$0
Value of corrective distributions	2012-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-03-31	$0
2011 : CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$21,386
Expenses. Total of all expenses incurred	2011-03-31	$2,100
Benefits paid (including direct rollovers)	2011-03-31	$0
Total plan assets at end of year	2011-03-31	$114,713
Total plan assets at beginning of year	2011-03-31	$95,427
Value of fidelity bond covering the plan	2011-03-31	$15,000
Assets. Value of tangible personal property	2011-03-31	$2,100
Total contributions received or receivable from participants	2011-03-31	$11,003
Expenses. Other expenses not covered elsewhere	2011-03-31	$0
Contributions received from other sources (not participants or employers)	2011-03-31	$0
Other income received	2011-03-31	$7,603
Noncash contributions received	2011-03-31	$0
Net income (gross income less expenses)	2011-03-31	$19,286
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$114,713
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$95,427
Total contributions received or receivable from employer(s)	2011-03-31	$2,780
Value of certain deemed distributions of participant loans	2011-03-31	$2,100
Value of corrective distributions	2011-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$0

Form 5500 Responses for CZYZ'S APPLIANCE, INC. RETIREMENT PLAN

2013: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: CZYZ'S APPLIANCE, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	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

78800060

Policy instance

Insurance contract or identification number	78800060
Number of Individuals Covered	27
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $188
Total amount of fees paid to insurance company	USD $81
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $106
Insurance broker name	STIFEL NICOLAUS & CO INC.

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Company Name:	CZYZ'S APPLIANCE, INC.
Employer identification number (EIN):	880353006
NAIC Classification:	443141
NAIC Description:	Household Appliance Stores

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	2018-01-01
001	2017-01-01
001	2016-04-01
001	2015-04-01	TOM CZYZ	2017-01-13
001	2014-04-01	TOM CZYZ	2016-01-14
001	2013-04-01	JOHN HOLZ		JOHN HOLZ	2015-01-15
001	2012-04-01	THOMAS CZYZ		THOMAS CZYZ	2014-01-31
001	2011-04-01	THOMAS CZYZ
001	2009-04-01	THOMAS CZYZ