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KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 401k Plan overview

Plan NameKURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT
Plan identification number 002

KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KURZ TRANSFER PRODUCTS, L.P. has sponsored the creation of one or more 401k plans.

Company Name:KURZ TRANSFER PRODUCTS, L.P.
Employer identification number (EIN):232677477
NAIC Classification:332810

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01STEPHANIE RADCLIFF
0022013-01-01STEPHANIE RADCLIFF
0022012-01-01STEPHANIE RADCLIFF
0022011-01-01THOMAS HERTLEIN
0022010-01-01THOMAS HERTLEIN
0022009-01-01THOMAS HERTLEIN
0022009-01-01THOMAS HERTLEIN

Plan Statistics for KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT

401k plan membership statisitcs for KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT

Measure Date Value
2022: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2022 401k membership
Total participants, beginning-of-year2022-01-01397
Total number of active participants reported on line 7a of the Form 55002022-01-01363
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01441
Number of participants with account balances2022-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2021 401k membership
Total participants, beginning-of-year2021-01-01378
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01397
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01324
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01379
Number of participants with account balances2020-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2019 401k membership
Total participants, beginning-of-year2019-01-01372
Total number of active participants reported on line 7a of the Form 55002019-01-01332
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01380
Number of participants with account balances2019-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2018 401k membership
Total participants, beginning-of-year2018-01-01355
Total number of active participants reported on line 7a of the Form 55002018-01-01315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01372
Number of participants with account balances2018-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2017 401k membership
Total participants, beginning-of-year2017-01-01324
Total number of active participants reported on line 7a of the Form 55002017-01-01274
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01325
Number of participants with account balances2017-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2016 401k membership
Total participants, beginning-of-year2016-01-01279
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01280
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01270
Total number of active participants reported on line 7a of the Form 55002015-01-01224
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01273
Number of participants with account balances2015-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01266
Number of participants with account balances2014-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01267
Total number of active participants reported on line 7a of the Form 55002013-01-01218
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01264
Number of participants with account balances2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01249
Total number of active participants reported on line 7a of the Form 55002012-01-01220
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01260
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01250
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01249
Number of participants with account balances2011-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2010 401k membership
Total participants, beginning-of-year2010-01-01263
Total number of active participants reported on line 7a of the Form 55002010-01-01197
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01249
Number of participants with account balances2010-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01268
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01263
Number of participants with account balances2009-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT

Measure Date Value
2022 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,751,930
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,564,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,535,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,429,503
Value of total assets at end of year2022-12-31$23,291,010
Value of total assets at beginning of year2022-12-31$27,606,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,455
Total interest from all sources2022-12-31$-14
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,799,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,799,780
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,636,767
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,663
Administrative expenses (other) incurred2022-12-31$26,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,315,986
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,291,010
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,606,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,538,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,885,839
Interest earned on other investments2022-12-31$-14
Value of interest in common/collective trusts at end of year2022-12-31$2,752,820
Value of interest in common/collective trusts at beginning of year2022-12-31$1,713,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,046,984
Net investment gain or loss from common/collective trusts2022-12-31$65,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$729,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,535,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREERWALKER CPAS & ADVISORS
Accountancy firm EIN2022-12-31561434747
2021 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,426,458
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,007,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,980,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,184,144
Value of total assets at end of year2021-12-31$27,606,996
Value of total assets at beginning of year2021-12-31$24,187,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,884
Total interest from all sources2021-12-31$233
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,966,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,966,542
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,509,362
Administrative expenses (other) incurred2021-12-31$24,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,419,295
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,606,996
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,187,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,885,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,395,029
Interest earned on other investments2021-12-31$233
Value of interest in common/collective trusts at end of year2021-12-31$1,713,986
Value of interest in common/collective trusts at beginning of year2021-12-31$1,764,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,246,577
Net investment gain or loss from common/collective trusts2021-12-31$28,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$674,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,980,279
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GREERWALKER CPAS & ADVISORS
Accountancy firm EIN2021-12-31561434747
2020 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$5,137,092
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,223,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,196,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,093,869
Value of total assets at end of year2020-12-31$24,187,701
Value of total assets at beginning of year2020-12-31$22,274,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,346
Total interest from all sources2020-12-31$564
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,070,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,070,456
Administrative expenses professional fees incurred2020-12-31$2,010
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,402,699
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$53,418
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,770
Administrative expenses (other) incurred2020-12-31$25,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,913,173
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,187,701
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,274,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,395,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,143,450
Interest earned on other investments2020-12-31$564
Value of interest in common/collective trusts at end of year2020-12-31$1,764,683
Value of interest in common/collective trusts at beginning of year2020-12-31$981,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$69,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,943,652
Net investment gain or loss from common/collective trusts2020-12-31$28,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$678,400
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$27,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,196,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREERWALKER CPAS & ADVISORS
Accountancy firm EIN2020-12-31561434747
2019 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$6,360,689
Total income from all sources (including contributions)2019-12-31$6,360,689
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,426,334
Total of all expenses incurred2019-12-31$2,426,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,401,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,401,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,413,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,413,575
Value of total assets at end of year2019-12-31$22,274,528
Value of total assets at end of year2019-12-31$22,274,528
Value of total assets at beginning of year2019-12-31$18,340,173
Value of total assets at beginning of year2019-12-31$18,340,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,405
Total interest from all sources2019-12-31$876
Total interest from all sources2019-12-31$876
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,039,979
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,039,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,039,979
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,039,979
Administrative expenses professional fees incurred2019-12-31$300
Administrative expenses professional fees incurred2019-12-31$300
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,403,412
Contributions received from participants2019-12-31$1,403,412
Participant contributions at end of year2019-12-31$53,418
Participant contributions at end of year2019-12-31$53,418
Participant contributions at beginning of year2019-12-31$1,917
Participant contributions at beginning of year2019-12-31$1,917
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$338,214
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$338,214
Administrative expenses (other) incurred2019-12-31$22,140
Administrative expenses (other) incurred2019-12-31$22,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,934,355
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,274,528
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,274,528
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,340,173
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,340,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,965
Investment advisory and management fees2019-12-31$1,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,143,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,143,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,693,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,693,617
Interest earned on other investments2019-12-31$876
Interest earned on other investments2019-12-31$876
Value of interest in common/collective trusts at end of year2019-12-31$981,384
Value of interest in common/collective trusts at end of year2019-12-31$981,384
Value of interest in common/collective trusts at beginning of year2019-12-31$557,026
Value of interest in common/collective trusts at beginning of year2019-12-31$557,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$86,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$86,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,890,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,890,120
Net investment gain or loss from common/collective trusts2019-12-31$16,139
Net investment gain or loss from common/collective trusts2019-12-31$16,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$671,949
Contributions received in cash from employer2019-12-31$671,949
Employer contributions (assets) at end of year2019-12-31$27,047
Employer contributions (assets) at end of year2019-12-31$27,047
Employer contributions (assets) at beginning of year2019-12-31$1,117
Employer contributions (assets) at beginning of year2019-12-31$1,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,401,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,401,929
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREERWALKER CPAS & ADVISORS
Accountancy firm name2019-12-31GREERWALKER CPAS & ADVISORS
Accountancy firm EIN2019-12-31561434747
Accountancy firm EIN2019-12-31561434747
2018 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$619,619
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,646,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,636,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,694,066
Value of total assets at end of year2018-12-31$18,340,173
Value of total assets at beginning of year2018-12-31$19,367,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,327
Total interest from all sources2018-12-31$8,959
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,236,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,236,553
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,112,413
Participant contributions at end of year2018-12-31$1,917
Participant contributions at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$6,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,027,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,340,173
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,367,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,693,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,327,381
Interest earned on other investments2018-12-31$8,959
Value of interest in common/collective trusts at end of year2018-12-31$557,026
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$86,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,039,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,321,206
Net investment gain or loss from common/collective trusts2018-12-31$1,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$581,653
Employer contributions (assets) at end of year2018-12-31$1,117
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,636,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2018-12-31300114814
2017 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,845,108
Total unrealized appreciation/depreciation of assets2017-12-31$2,845,108
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$4,417,051
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$464,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$459,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,561,478
Value of total assets at end of year2017-12-31$19,367,249
Value of total assets at beginning of year2017-12-31$15,414,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,628
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,465
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$985,758
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,123
Administrative expenses (other) incurred2017-12-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,952,743
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,367,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,414,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,327,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,484,870
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,039,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$929,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$518,597
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$459,680
Contract administrator fees2017-12-31$4,481
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2017-12-31300114814
2016 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,566,364
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$983,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$979,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,441,258
Value of total assets at end of year2016-12-31$15,414,506
Value of total assets at beginning of year2016-12-31$13,831,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,570
Total interest from all sources2016-12-31$9,131
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$799,896
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$227,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,582,864
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,414,506
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,831,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,484,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,943,971
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest earned on other investments2016-12-31$9,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$929,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$887,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,115,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$413,558
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$979,930
Contract administrator fees2016-12-31$3,570
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2016-12-31300114814
2015 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,109,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,687,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,683,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,135,438
Value of total assets at end of year2015-12-31$13,831,642
Value of total assets at beginning of year2015-12-31$15,410,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,184
Total interest from all sources2015-12-31$11,179
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$756,277
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,578,604
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,831,642
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,410,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,943,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,547,038
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$11,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$887,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$863,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$379,161
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,683,422
Contract administrator fees2015-12-31$4,184
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2015-12-31300114814
2014 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,116,334
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$646,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$642,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,121,246
Value of total assets at end of year2014-12-31$15,410,246
Value of total assets at beginning of year2014-12-31$13,940,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,474
Total interest from all sources2014-12-31$9,294
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,474
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$745,515
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1,520
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,470,175
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,410,246
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,940,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,547,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,212,673
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$9,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$863,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$724,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$985,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$375,161
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$642,685
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2014-12-31300114814
2013 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,695,673
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$277,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$274,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,199,435
Value of total assets at end of year2013-12-31$13,940,071
Value of total assets at beginning of year2013-12-31$10,521,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,413
Total interest from all sources2013-12-31$10,111
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$754,223
Participant contributions at end of year2013-12-31$1,520
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$67,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,418,671
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,940,071
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,521,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,212,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,737,664
Interest on participant loans2013-12-31$10,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$724,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$783,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,486,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$377,866
Employer contributions (assets) at end of year2013-12-31$1,600
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,589
Contract administrator fees2013-12-31$2,413
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2013-12-31300114818
2012 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,276,356
Total loss/gain on sale of assets2012-12-31$1,060,694
Total of all expenses incurred2012-12-31$211,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$210,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,202,472
Value of total assets at end of year2012-12-31$10,521,400
Value of total assets at beginning of year2012-12-31$8,457,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,116
Total interest from all sources2012-12-31$13,190
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$716,048
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$120,087
Administrative expenses (other) incurred2012-12-31$1,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,064,373
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,521,400
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,457,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$9,737,664
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,621,287
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$13,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$783,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$835,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$366,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$210,867
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,060,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2012-12-31300114818
2011 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,000,460
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,040,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,039,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$987,273
Value of total assets at end of year2011-12-31$8,457,027
Value of total assets at beginning of year2011-12-31$8,497,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$852
Total interest from all sources2011-12-31$18,895
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$640,940
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$2,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-40,269
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,457,027
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,497,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$852
Value of interest in pooled separate accounts at end of year2011-12-31$7,621,287
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,652,741
Interest on participant loans2011-12-31$86
Interest earned on other investments2011-12-31$18,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$835,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$842,016
Net investment gain/loss from pooled separate accounts2011-12-31$-5,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$346,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,039,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2011-12-31300114818
2010 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,960,337
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$443,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$442,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$923,833
Value of total assets at end of year2010-12-31$8,497,296
Value of total assets at beginning of year2010-12-31$6,980,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$975
Total interest from all sources2010-12-31$477
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$598,830
Participant contributions at end of year2010-12-31$2,539
Participant contributions at beginning of year2010-12-31$10,517
Other income not declared elsewhere2010-12-31$11,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,517,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,497,296
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,980,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$975
Value of interest in pooled separate accounts at end of year2010-12-31$7,652,741
Interest on participant loans2010-12-31$477
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$6,969,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$842,016
Net investment gain/loss from pooled separate accounts2010-12-31$1,233,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$325,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$442,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LANGFORD DE KOCK LLP
Accountancy firm EIN2010-12-31300114818
Total unrealized appreciation/depreciation of assets2010-04-21$0
Total transfer of assets from this plan2010-04-21$7,479,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-21$0
Total income from all sources (including contributions)2010-04-21$773,784
Total loss/gain on sale of assets2010-04-21$0
Total of all expenses incurred2010-04-21$268,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-04-21$268,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-04-21$248,684
Value of total assets at end of year2010-04-21$0
Value of total assets at beginning of year2010-04-21$6,974,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-04-21$475
Total interest from all sources2010-04-21$189
Total dividends received (eg from common stock, registered investment company shares)2010-04-21$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-04-21No
Administrative expenses professional fees incurred2010-04-21$475
Were there any nonexempt tranactions with any party-in-interest2010-04-21No
Contributions received from participants2010-04-21$161,364
Value of net income/loss2010-04-21$504,829
Value of net assets at end of year (total assets less liabilities)2010-04-21$0
Value of net assets at beginning of year (total assets less liabilities)2010-04-21$6,974,709
Were any loans by the plan or fixed income obligations due to the plan in default2010-04-21No
Were any leases to which the plan was party in default or uncollectible2010-04-21No
Interest on participant loans2010-04-21$189
Value of interest in master investment trust accounts at end of year2010-04-21$0
Value of interest in master investment trust accounts at beginning of year2010-04-21$6,974,709
Net investment gain/loss from pooled separate accounts2010-04-21$524,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-04-21No
Contributions received in cash from employer2010-04-21$87,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-04-21$268,480
Did the plan have assets held for investment2010-04-21No
2009 : KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT

2022: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877717
Policy instance 1
Insurance contract or identification number877717
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?6
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877717
Policy instance 1
Insurance contract or identification number877717
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?6
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877717
Policy instance 1
Insurance contract or identification number877717
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?6
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877717
Policy instance 1
Insurance contract or identification number877717
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees40
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?6
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877717
Policy instance 1
Insurance contract or identification number877717
Number of Individuals Covered306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,002
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10002
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?6
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877717
Policy instance 1
Insurance contract or identification number877717
Number of Individuals Covered265
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,362
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8362
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?6
Insurance broker nameDORSA CONSULTING SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877717
Policy instance 1
Insurance contract or identification number877717
Number of Individuals Covered215
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,482
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7482
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?6
Insurance broker nameDCS RETIREMENT GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878515
Policy instance 1
Insurance contract or identification number878515
Number of Individuals Covered207
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,138
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7138
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
Insurance broker nameDCS RETIREMENT GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878515
Policy instance 1
Insurance contract or identification number878515
Number of Individuals Covered213
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,975
Total amount of fees paid to insurance companyUSD $5,741
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,975
Amount paid for insurance broker fees5741
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
Insurance broker nameDCS RETIREMENT GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878515
Policy instance 1
Insurance contract or identification number878515
Number of Individuals Covered214
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,920
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4592
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
Insurance broker nameLORRAINE DORSA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878515
Policy instance 1
Insurance contract or identification number878515
Number of Individuals Covered210
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,390
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878515
Policy instance 1
Insurance contract or identification number878515
Number of Individuals Covered215
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,066
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13066
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
Insurance broker nameDORSA CONSULTING

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