401k Plan data: MARK H. KRUSE RETIREMENT PLAN plan

MARK H. KRUSE RETIREMENT PLAN 401k Plan overview

Plan Name	MARK H. KRUSE RETIREMENT PLAN
Plan identification number	001

MARK H. KRUSE 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

MARK H. KRUSE has sponsored the creation of one or more 401k plans.

Company Name: MARK H. KRUSE

Employer identification number (EIN): 341600877

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK H. KRUSE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARK H. KRUSE 2024-10-01 MARK H. KRUSE 2024-10-01
001 2022-01-01 MARK H. KRUSE 2023-10-09
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK H. KRUSE
001 2016-01-01 MARK H. KRUSE 2017-10-13
001 2015-01-01 MARK H. KRUSE 2016-10-13
001 2014-01-01 MARK H. KRUSE 2015-07-27
001 2013-01-01 MARK H. KRUSE 2014-10-13
001 2012-01-01 MARK H. KRUSE 2013-10-14
001 2011-01-01 MARK H. KRUSE 2012-10-11
001 2010-01-01 MARK H. KRUSE 2012-05-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARK H. KRUSE	2024-10-01	MARK H. KRUSE	2024-10-01
001	2022-01-01	MARK H. KRUSE	2023-10-09
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARK H. KRUSE
001	2016-01-01	MARK H. KRUSE	2017-10-13
001	2015-01-01	MARK H. KRUSE	2016-10-13
001	2014-01-01	MARK H. KRUSE	2015-07-27
001	2013-01-01	MARK H. KRUSE	2014-10-13
001	2012-01-01	MARK H. KRUSE	2013-10-14
001	2011-01-01	MARK H. KRUSE	2012-10-11
001	2010-01-01	MARK H. KRUSE	2012-05-09

Plan Statistics for MARK H. KRUSE RETIREMENT PLAN

401k plan membership statisitcs for MARK H. KRUSE RETIREMENT PLAN

Measure Date Value
2023: MARK H. KRUSE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MARK H. KRUSE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
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 2
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MARK H. KRUSE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 2
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARK H. KRUSE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MARK H. KRUSE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 1
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARK H. KRUSE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
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 1
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARK H. KRUSE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
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 1
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: MARK H. KRUSE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MARK H. KRUSE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
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	2
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MARK H. KRUSE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	2
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARK H. KRUSE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MARK H. KRUSE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	1
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARK H. KRUSE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
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	1
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARK H. KRUSE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
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	1
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on MARK H. KRUSE RETIREMENT PLAN

Measure	Date	Value
2023 : MARK H. KRUSE RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$572,191
Expenses. Total of all expenses incurred	2023-12-31	$178,437
Benefits paid (including direct rollovers)	2023-12-31	$147,842
Total plan assets at end of year	2023-12-31	$4,324,614
Total plan assets at beginning of year	2023-12-31	$3,930,860
Other income received	2023-12-31	$572,191
Net income (gross income less expenses)	2023-12-31	$393,754
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,324,614
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,930,860
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$16,048
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$30,595
2022 : MARK H. KRUSE RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-551,933
Expenses. Total of all expenses incurred	2022-12-31	$201,915
Benefits paid (including direct rollovers)	2022-12-31	$170,500
Total plan assets at end of year	2022-12-31	$3,930,860
Total plan assets at beginning of year	2022-12-31	$4,684,708
Other income received	2022-12-31	$-551,933
Net income (gross income less expenses)	2022-12-31	$-753,848
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,930,860
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,684,708
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$17,600
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$31,415
2021 : MARK H. KRUSE RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$541,636
Expenses. Total of all expenses incurred	2021-12-31	$32,658
Total plan assets at end of year	2021-12-31	$4,684,708
Total plan assets at beginning of year	2021-12-31	$4,175,730
Other income received	2021-12-31	$541,003
Net income (gross income less expenses)	2021-12-31	$508,978
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,684,708
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,175,730
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$18,439
Total contributions received or receivable from employer(s)	2021-12-31	$633
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$32,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : MARK H. KRUSE RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$367,219
Expenses. Total of all expenses incurred	2020-12-31	$34,664
Benefits paid (including direct rollovers)	2020-12-31	$15,000
Total plan assets at end of year	2020-12-31	$4,175,730
Total plan assets at beginning of year	2020-12-31	$3,843,175
Other income received	2020-12-31	$366,614
Net income (gross income less expenses)	2020-12-31	$332,555
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,175,730
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,843,175
Total contributions received or receivable from employer(s)	2020-12-31	$605
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,664
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MARK H. KRUSE RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$593,740
Expenses. Total of all expenses incurred	2019-12-31	$26,004
Total plan assets at end of year	2019-12-31	$3,843,175
Total plan assets at beginning of year	2019-12-31	$3,275,439
Other income received	2019-12-31	$572,127
Net income (gross income less expenses)	2019-12-31	$567,736
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,843,175
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,275,439
Total contributions received or receivable from employer(s)	2019-12-31	$21,613
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$26,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MARK H. KRUSE RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-187,100
Expenses. Total of all expenses incurred	2018-12-31	$25,882
Total plan assets at end of year	2018-12-31	$3,275,439
Total plan assets at beginning of year	2018-12-31	$3,488,421
Other income received	2018-12-31	$-208,100
Net income (gross income less expenses)	2018-12-31	$-212,982
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,275,439
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,488,421
Total contributions received or receivable from employer(s)	2018-12-31	$21,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25,882
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MARK H. KRUSE RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$484,526
Expenses. Total of all expenses incurred	2017-12-31	$23,376
Total plan assets at end of year	2017-12-31	$3,488,421
Total plan assets at beginning of year	2017-12-31	$3,027,271
Other income received	2017-12-31	$463,476
Net income (gross income less expenses)	2017-12-31	$461,150
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,488,421
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,027,271
Total contributions received or receivable from employer(s)	2017-12-31	$21,050
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$23,376
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for MARK H. KRUSE RETIREMENT PLAN

2023: MARK H. KRUSE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MARK H. KRUSE RETIREMENT 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: MARK H. KRUSE RETIREMENT 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: MARK H. KRUSE RETIREMENT 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: MARK H. KRUSE RETIREMENT 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: MARK H. KRUSE RETIREMENT 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: MARK H. KRUSE RETIREMENT 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

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Company Name:	MARK H. KRUSE
Employer identification number (EIN):	341600877
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers