401k Plan data: KRETZ LUMBER CO., INC. 401(K) PLAN plan

KRETZ LUMBER CO., INC. 401(K) PLAN 401k Plan overview

Plan Name	KRETZ LUMBER CO., INC. 401(K) PLAN
Plan identification number	002

KRETZ LUMBER CO., INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

KRETZ LUMBER CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: KRETZ LUMBER CO., INC.

Employer identification number (EIN): 390888340

NAIC Classification: 321210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KRETZ LUMBER CO., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DIANE BIELEN DIANE BIELEN 2013-10-15
002 2011-01-01 DIANE BIELEN DIANE BIELEN 2012-10-04
002 2009-01-01 DIANE BIELEN DIANE BIELEN 2010-10-15
002 2009-01-01 DIANE BIELEN DIANE BIELEN 2010-10-15

Plan Statistics for KRETZ LUMBER CO., INC. 401(K) PLAN

401k plan membership statisitcs for KRETZ LUMBER CO., INC. 401(K) PLAN

Measure Date Value
2015: KRETZ LUMBER CO., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 79
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 93
Number of participants with account balances 2015-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KRETZ LUMBER CO., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 85
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 101
Number of participants with account balances 2014-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KRETZ LUMBER CO., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 90
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 103
Total participants 2013-01-01 103
Number of participants with account balances 2013-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KRETZ LUMBER CO., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 94
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 110
Number of participants with account balances 2012-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KRETZ LUMBER CO., INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 95
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 118
Number of participants with account balances 2011-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KRETZ LUMBER CO., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 85
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 85
Number of participants with account balances 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: KRETZ LUMBER CO., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	79
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	93
Number of participants with account balances	2015-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KRETZ LUMBER CO., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	85
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	101
Number of participants with account balances	2014-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KRETZ LUMBER CO., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	90
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	103
Total participants	2013-01-01	103
Number of participants with account balances	2013-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KRETZ LUMBER CO., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	94
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	110
Number of participants with account balances	2012-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KRETZ LUMBER CO., INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	95
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	118
Number of participants with account balances	2011-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KRETZ LUMBER CO., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	85
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	85
Number of participants with account balances	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KRETZ LUMBER CO., INC. 401(K) PLAN

Measure	Date	Value
2015 : KRETZ LUMBER CO., INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$100,182
Total of all expenses incurred	2015-12-31	$175,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$170,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$124,621
Value of total assets at end of year	2015-12-31	$2,785,124
Value of total assets at beginning of year	2015-12-31	$2,860,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,944
Total interest from all sources	2015-12-31	$4,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$124,621
Participant contributions at end of year	2015-12-31	$79,761
Participant contributions at beginning of year	2015-12-31	$104,430
Participant contributions at end of year	2015-12-31	$2,604
Participant contributions at beginning of year	2015-12-31	$1,806
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$5,909
Administrative expenses (other) incurred	2015-12-31	$4,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-75,159
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,785,124
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,860,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,442,155
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,575,229
Interest on participant loans	2015-12-31	$4,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$260,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$178,818
Net investment gain/loss from pooled separate accounts	2015-12-31	$-35,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$170,397
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCHENCK, SC
Accountancy firm EIN	2015-12-31	391173131
2014 : KRETZ LUMBER CO., INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$253,089
Total of all expenses incurred	2014-12-31	$22,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$17,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$120,923
Value of total assets at end of year	2014-12-31	$2,860,283
Value of total assets at beginning of year	2014-12-31	$2,629,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,816
Total interest from all sources	2014-12-31	$3,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$92,494
Participant contributions at end of year	2014-12-31	$104,430
Participant contributions at beginning of year	2014-12-31	$47,153
Participant contributions at end of year	2014-12-31	$1,806
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$28,429
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$5,215
Administrative expenses (other) incurred	2014-12-31	$4,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$230,986
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,860,283
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,629,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,575,229
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,472,032
Interest on participant loans	2014-12-31	$3,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$178,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$110,112
Net investment gain/loss from pooled separate accounts	2014-12-31	$123,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$17,287
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SCHENCK, SC
Accountancy firm EIN	2014-12-31	391173131
2013 : KRETZ LUMBER CO., INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$582,183
Total of all expenses incurred	2013-12-31	$129,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$125,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$74,248
Value of total assets at end of year	2013-12-31	$2,629,297
Value of total assets at beginning of year	2013-12-31	$2,176,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,046
Total interest from all sources	2013-12-31	$3,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$74,248
Participant contributions at end of year	2013-12-31	$47,153
Participant contributions at beginning of year	2013-12-31	$67,557
Other income not declared elsewhere	2013-12-31	$4,071
Administrative expenses (other) incurred	2013-12-31	$4,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$452,508
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,629,297
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,176,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,472,032
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,968,225
Interest on participant loans	2013-12-31	$3,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$110,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$141,007
Net investment gain/loss from pooled separate accounts	2013-12-31	$500,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$125,629
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCHENCK, SC
Accountancy firm EIN	2013-12-31	391173131
2012 : KRETZ LUMBER CO., INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$344,642
Total of all expenses incurred	2012-12-31	$333,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$329,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$72,284
Value of total assets at end of year	2012-12-31	$2,176,789
Value of total assets at beginning of year	2012-12-31	$2,165,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,951
Total interest from all sources	2012-12-31	$4,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$72,284
Participant contributions at end of year	2012-12-31	$67,557
Participant contributions at beginning of year	2012-12-31	$92,055
Other income not declared elsewhere	2012-12-31	$4,785
Administrative expenses (other) incurred	2012-12-31	$3,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$11,225
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,176,789
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,165,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,968,225
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,904,525
Interest on participant loans	2012-12-31	$4,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$141,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$168,984
Net investment gain/loss from pooled separate accounts	2012-12-31	$263,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$329,466
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCHENCK, SC
Accountancy firm EIN	2012-12-31	391173131
2011 : KRETZ LUMBER CO., INC. 401(K) PLAN 2011 401k financial data
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	$33,142
Total of all expenses incurred	2011-12-31	$85,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$81,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$81,154
Value of total assets at end of year	2011-12-31	$2,165,564
Value of total assets at beginning of year	2011-12-31	$2,218,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,625
Total interest from all sources	2011-12-31	$4,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$81,154
Participant contributions at end of year	2011-12-31	$92,055
Participant contributions at beginning of year	2011-12-31	$58,794
Other income not declared elsewhere	2011-12-31	$4,814
Administrative expenses (other) incurred	2011-12-31	$4,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-52,565
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,165,564
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,218,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,904,525
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,007,741
Interest on participant loans	2011-12-31	$4,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$168,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$151,594
Net investment gain/loss from pooled separate accounts	2011-12-31	$-56,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$81,082
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SCHENCK, SC
Accountancy firm EIN	2011-12-31	391173131
2010 : KRETZ LUMBER CO., INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$374,621
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$47,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$39,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$97,055
Value of total assets at end of year	2010-12-31	$2,218,129
Value of total assets at beginning of year	2010-12-31	$1,891,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,526
Total interest from all sources	2010-12-31	$3,192
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$97,055
Participant contributions at end of year	2010-12-31	$58,794
Participant contributions at beginning of year	2010-12-31	$53,033
Other income not declared elsewhere	2010-12-31	$4,312
Administrative expenses (other) incurred	2010-12-31	$8,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$326,808
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,218,129
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,891,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,007,741
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,696,361
Interest on participant loans	2010-12-31	$3,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$151,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$141,927
Net investment gain/loss from pooled separate accounts	2010-12-31	$270,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$39,287
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SCHENCK, SC
Accountancy firm EIN	2010-12-31	391173131

Form 5500 Responses for KRETZ LUMBER CO., INC. 401(K) PLAN

2015: KRETZ LUMBER CO., INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KRETZ LUMBER CO., INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KRETZ LUMBER CO., INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KRETZ LUMBER CO., INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KRETZ LUMBER CO., INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KRETZ LUMBER CO., INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82611-1

Policy instance

Insurance contract or identification number	RM 82611-1
Number of Individuals Covered	93
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,484
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,743
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DEBRA ANNE HACKEL-GOSTAS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82611-1

Policy instance

Insurance contract or identification number	RM 82611-1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	3
Insurance broker name	DEBRA ANNE HACKEL-GOSTAS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82611-1

Policy instance

Insurance contract or identification number	RM 82611-1
Number of Individuals Covered	78
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,333
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,339
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DEBRA HACKEL-GOSTAS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82611-1

Policy instance

Insurance contract or identification number	RM 82611-1
Number of Individuals Covered	90
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,508
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2947
Insurance broker organization code?	3
Insurance broker name	DEBRA ANNE HACKEL-GOSTAS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82611-1

Policy instance

Insurance contract or identification number	RM 82611-1
Number of Individuals Covered	110
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,877
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,038
Insurance broker organization code?	3
Insurance broker name	DEBRA ANNE HACKEL-GOSTAS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82611-1

Policy instance

Insurance contract or identification number	RM 82611-1
Number of Individuals Covered	97
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,692
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 82611-1

Policy instance

Insurance contract or identification number	RM 82611-1
Number of Individuals Covered	105
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,589
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	KRETZ LUMBER CO., INC.
Employer identification number (EIN):	390888340
NAIC Classification:	321210

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	DIANE BIELEN	DIANE BIELEN	2013-10-15
002	2011-01-01	DIANE BIELEN	DIANE BIELEN	2012-10-04
002	2009-01-01	DIANE BIELEN	DIANE BIELEN	2010-10-15
002	2009-01-01	DIANE BIELEN	DIANE BIELEN	2010-10-15