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PAUL J. KREZ COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NamePAUL J. KREZ COMPANY PROFIT SHARING PLAN
Plan identification number 001

PAUL J. KREZ COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

PAUL J. KREZ COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PAUL J. KREZ COMPANY
Employer identification number (EIN):361343000
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL J. KREZ COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01NANCY GALTO
0012017-01-01NANCY GALTO
0012017-01-01NANCY GALTO
0012016-01-01NANCY GALTO
0012015-01-01PAUL K. HELMER
0012014-01-01NANCY GALTO
0012013-01-01NANCY GALTO
0012012-01-01PAUL HELMER
0012011-01-01PAUL HELMER
0012010-01-01PAUL HELMER

Plan Statistics for PAUL J. KREZ COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for PAUL J. KREZ COMPANY PROFIT SHARING PLAN

Measure Date Value
2023: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0134
Total number of active participants reported on line 7a of the Form 55002023-01-0122
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0131
Number of participants with account balances2023-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0133
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0134
Number of participants with account balances2022-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0133
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0136
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0135
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0136
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0134
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0138
Total number of active participants reported on line 7a of the Form 55002017-01-0127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0134
Number of participants with account balances2017-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0138
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0129
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0131
Number of participants with account balances2014-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0134
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0156
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0155
Total number of active participants reported on line 7a of the Form 55002010-01-0133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0156
Number of participants with account balances2010-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012

Financial Data on PAUL J. KREZ COMPANY PROFIT SHARING PLAN

Measure Date Value
2023 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,288,305
Expenses. Total of all expenses incurred2023-12-31$1,071,348
Benefits paid (including direct rollovers)2023-12-31$1,059,767
Total plan assets at end of year2023-12-31$4,819,254
Total plan assets at beginning of year2023-12-31$4,602,297
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$172,831
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$946,149
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$216,957
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,819,254
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,602,297
Assets. Value of participant loans2023-12-31$65,610
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$169,325
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$11,325
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$256
2022 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-754,555
Expenses. Total of all expenses incurred2022-12-31$184,175
Benefits paid (including direct rollovers)2022-12-31$181,750
Total plan assets at end of year2022-12-31$4,602,297
Total plan assets at beginning of year2022-12-31$5,541,027
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$185,242
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,083,260
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-938,730
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,602,297
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,541,027
Assets. Value of participant loans2022-12-31$61,779
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$143,463
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$2,125
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$300
2021 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,052,650
Expenses. Total of all expenses incurred2021-12-31$2,263,794
Benefits paid (including direct rollovers)2021-12-31$2,263,181
Total plan assets at end of year2021-12-31$5,541,027
Total plan assets at beginning of year2021-12-31$6,752,171
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$170,151
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$693,452
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-1,211,144
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,541,027
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,752,171
Assets. Value of participant loans2021-12-31$60,145
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$189,047
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$613
2020 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$968,733
Expenses. Total of all expenses incurred2020-12-31$487,329
Benefits paid (including direct rollovers)2020-12-31$486,966
Total plan assets at end of year2020-12-31$6,752,171
Total plan assets at beginning of year2020-12-31$6,270,767
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$169,335
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$688,019
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$481,404
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,752,171
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,270,767
Assets. Value of participant loans2020-12-31$49,817
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$111,379
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$363
2019 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,636,818
Expenses. Total of all expenses incurred2019-12-31$549,602
Benefits paid (including direct rollovers)2019-12-31$548,933
Total plan assets at end of year2019-12-31$6,270,767
Total plan assets at beginning of year2019-12-31$5,183,551
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$181,546
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$31,433
Other income received2019-12-31$1,288,221
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,087,216
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,270,767
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,183,551
Assets. Value of participant loans2019-12-31$71,385
Total contributions received or receivable from employer(s)2019-12-31$135,618
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$669
2018 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-298,258
Expenses. Total of all expenses incurred2018-12-31$99,676
Benefits paid (including direct rollovers)2018-12-31$98,913
Total plan assets at end of year2018-12-31$5,183,551
Total plan assets at beginning of year2018-12-31$5,581,485
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$181,456
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$3,684
Other income received2018-12-31$-511,554
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-397,934
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,183,551
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,581,485
Assets. Value of participant loans2018-12-31$69,176
Total contributions received or receivable from employer(s)2018-12-31$28,156
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$763
2017 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,017,021
Expenses. Total of all expenses incurred2017-12-31$588,112
Benefits paid (including direct rollovers)2017-12-31$578,652
Total plan assets at end of year2017-12-31$5,581,485
Total plan assets at beginning of year2017-12-31$5,152,576
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$151,066
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$814,446
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$428,909
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,581,485
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,152,576
Assets. Value of participant loans2017-12-31$47,722
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$51,509
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$8,947
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$513
2016 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$758,527
Expenses. Total of all expenses incurred2016-12-31$892,711
Benefits paid (including direct rollovers)2016-12-31$892,511
Total plan assets at end of year2016-12-31$5,152,576
Total plan assets at beginning of year2016-12-31$5,286,760
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$173,837
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$422,497
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-134,184
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,152,576
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,286,760
Assets. Value of participant loans2016-12-31$25,137
Total contributions received or receivable from employer(s)2016-12-31$162,193
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$200
2015 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$324,038
Expenses. Total of all expenses incurred2015-12-31$75,000
Benefits paid (including direct rollovers)2015-12-31$74,475
Total plan assets at end of year2015-12-31$5,286,760
Total plan assets at beginning of year2015-12-31$5,037,722
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$163,399
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$18,177
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$249,038
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,286,760
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,037,722
Assets. Value of participant loans2015-12-31$41,200
Total contributions received or receivable from employer(s)2015-12-31$142,462
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$525
2014 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$636,768
Expenses. Total of all expenses incurred2014-12-31$13,485
Benefits paid (including direct rollovers)2014-12-31$12,913
Total plan assets at end of year2014-12-31$5,037,722
Total plan assets at beginning of year2014-12-31$4,414,439
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$165,265
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$282,771
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$623,283
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,037,722
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,414,439
Assets. Value of participant loans2014-12-31$55,006
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$33,025
Total contributions received or receivable from employer(s)2014-12-31$188,732
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$572
2013 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$913,233
Expenses. Total of all expenses incurred2013-12-31$405,767
Benefits paid (including direct rollovers)2013-12-31$405,523
Total plan assets at end of year2013-12-31$4,414,439
Total plan assets at beginning of year2013-12-31$3,906,973
Value of fidelity bond covering the plan2013-12-31$800,000
Total contributions received or receivable from participants2013-12-31$186,268
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$607,689
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$507,466
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,414,439
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,906,973
Assets. Value of participant loans2013-12-31$59,591
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$33,025
Total contributions received or receivable from employer(s)2013-12-31$119,276
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$244
2012 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$630,323
Expenses. Total of all expenses incurred2012-12-31$31,773
Benefits paid (including direct rollovers)2012-12-31$22,962
Total plan assets at end of year2012-12-31$3,906,973
Total plan assets at beginning of year2012-12-31$3,308,423
Value of fidelity bond covering the plan2012-12-31$800,000
Total contributions received or receivable from participants2012-12-31$115,986
Other income received2012-12-31$394,521
Net income (gross income less expenses)2012-12-31$598,550
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,906,973
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,308,423
Assets. Value of participant loans2012-12-31$3,679
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$33,025
Total contributions received or receivable from employer(s)2012-12-31$119,816
Value of corrective distributions2012-12-31$8,601
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$210
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$255,703
Expenses. Total of all expenses incurred2011-12-31$217,662
Benefits paid (including direct rollovers)2011-12-31$207,759
Total plan assets at end of year2011-12-31$3,308,423
Total plan assets at beginning of year2011-12-31$3,270,382
Value of fidelity bond covering the plan2011-12-31$800,000
Total contributions received or receivable from participants2011-12-31$154,272
Other income received2011-12-31$34,155
Net income (gross income less expenses)2011-12-31$38,041
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,308,423
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,270,382
Assets. Value of participant loans2011-12-31$4,350
Total contributions received or receivable from employer(s)2011-12-31$67,276
Value of corrective distributions2011-12-31$9,609
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$811,501
Expenses. Total of all expenses incurred2010-12-31$1,564,520
Benefits paid (including direct rollovers)2010-12-31$1,563,129
Total plan assets at end of year2010-12-31$3,270,382
Total plan assets at beginning of year2010-12-31$4,023,401
Value of fidelity bond covering the plan2010-12-31$800,000
Total contributions received or receivable from participants2010-12-31$179,445
Other income received2010-12-31$478,673
Net income (gross income less expenses)2010-12-31$-753,019
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,270,382
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,023,401
Assets. Value of participant loans2010-12-31$12,522
Total contributions received or receivable from employer(s)2010-12-31$153,383
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PAUL J. KREZ COMPANY PROFIT SHARING PLAN

2023: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PAUL J. KREZ COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number519997
Policy instance 1
Insurance contract or identification number519997
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $529
Total amount of fees paid to insurance companyUSD $421
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $529
Amount paid for insurance broker fees421
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLINDA R. GORDON, CHFC CLU

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