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BENZEL'S BRETZEL BAKERY 401(K) PLAN 401k Plan overview

Plan NameBENZEL'S BRETZEL BAKERY 401(K) PLAN
Plan identification number 001

BENZEL'S BRETZEL BAKERY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BENZEL'S BRETZEL BAKERY INC has sponsored the creation of one or more 401k plans.

Company Name:BENZEL'S BRETZEL BAKERY INC
Employer identification number (EIN):251585203
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENZEL'S BRETZEL BAKERY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MEREDITH MCCASKEY2023-05-01
0012021-01-01MEREDITH MCCASKEY2022-04-05
0012020-01-01MEREDITH MCCASKEY2021-07-19
0012019-01-01MEREDITH MCCASKEY2020-07-01
0012018-01-01ANN M. BENZEL2019-06-19
0012017-01-01ANN M. BENZEL2018-06-13 ANN M. BENZEL2018-06-13
0012016-01-01ANN M. BENZEL2017-06-07
0012015-01-01ANN M. BENZEL2016-06-15 ANN M. BENZEL2016-06-15
0012014-01-01ANN BENZEL ANN BENZEL2015-06-08
0012013-01-01ANN BENZEL ANN BENZEL2014-07-01
0012012-01-01ANN BENZEL
0012011-01-01ANN BENZEL
0012010-01-01ANN BENZEL2011-05-17 ANN BENZEL2011-05-17

Plan Statistics for BENZEL'S BRETZEL BAKERY 401(K) PLAN

401k plan membership statisitcs for BENZEL'S BRETZEL BAKERY 401(K) PLAN

Measure Date Value
2014: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0163
Total number of active participants reported on line 7a of the Form 55002014-01-0165
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0173
Number of participants with account balances2014-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0156
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0167
Number of participants with account balances2013-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0158
Total number of active participants reported on line 7a of the Form 55002012-01-0163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0171
Number of participants with account balances2012-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0168
Total number of active participants reported on line 7a of the Form 55002011-01-0157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0157
Number of participants with account balances2011-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BENZEL'S BRETZEL BAKERY 401(K) PLAN

Measure Date Value
2014 : BENZEL'S BRETZEL BAKERY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$389,814
Expenses. Total of all expenses incurred2014-12-31$196,477
Benefits paid (including direct rollovers)2014-12-31$196,300
Total plan assets at end of year2014-12-31$4,875,988
Total plan assets at beginning of year2014-12-31$4,682,651
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$111,485
Expenses. Other expenses not covered elsewhere2014-12-31$177
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$178,329
Net income (gross income less expenses)2014-12-31$193,337
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,875,988
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,682,651
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$100,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BENZEL'S BRETZEL BAKERY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$15
Total income from all sources2013-12-31$526,050
Expenses. Total of all expenses incurred2013-12-31$171,687
Benefits paid (including direct rollovers)2013-12-31$164,160
Total plan assets at end of year2013-12-31$4,682,651
Total plan assets at beginning of year2013-12-31$4,328,273
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$96,671
Expenses. Other expenses not covered elsewhere2013-12-31$108
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$325,483
Net income (gross income less expenses)2013-12-31$354,363
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,682,651
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,328,273
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$103,896
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$7,419
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BENZEL'S BRETZEL BAKERY 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$440,965
Expenses. Total of all expenses incurred2012-12-31$181,236
Benefits paid (including direct rollovers)2012-12-31$180,911
Total plan assets at end of year2012-12-31$4,328,273
Total plan assets at beginning of year2012-12-31$4,068,544
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$98,608
Expenses. Other expenses not covered elsewhere2012-12-31$325
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$242,357
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$259,729
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,328,273
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,068,544
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$100,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BENZEL'S BRETZEL BAKERY 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$359,002
Expenses. Total of all expenses incurred2011-12-31$45,447
Benefits paid (including direct rollovers)2011-12-31$33,106
Total plan assets at end of year2011-12-31$4,068,544
Total plan assets at beginning of year2011-12-31$3,754,989
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$74,030
Expenses. Other expenses not covered elsewhere2011-12-31$9,080
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-15,028
Net income (gross income less expenses)2011-12-31$313,555
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,068,544
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,754,989
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$300,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$3,261
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0

Form 5500 Responses for BENZEL'S BRETZEL BAKERY 401(K) PLAN

2014: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BENZEL'S BRETZEL BAKERY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828091
Policy instance 1
Insurance contract or identification numberGA-828091
Number of Individuals Covered68
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,397
Total amount of fees paid to insurance companyUSD $0
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 $14,397
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO L P.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828091
Policy instance 1
Insurance contract or identification numberGA-828091
Number of Individuals Covered66
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,397
Total amount of fees paid to insurance companyUSD $0
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 $13,397
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828091
Policy instance 1
Insurance contract or identification numberGA-828091
Number of Individuals Covered63
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,913
Total amount of fees paid to insurance companyUSD $3,429
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 fees3429
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $1,913
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828091
Policy instance 1
Insurance contract or identification numberGA-828091
Number of Individuals Covered56
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $40,568
Total amount of fees paid to insurance companyUSD $0
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

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