401k Plan data: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST plan

KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST
Plan identification number	001

KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 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.
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

KUTZLER EXPRESS, INC. has sponsored the creation of one or more 401k plans.

Company Name: KUTZLER EXPRESS, INC.

Employer identification number (EIN): 391417146

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2011-01-01 HARRY KRAFT
001 2009-01-01 HARRY KRAFT
001 2009-01-01 HARRY KRAFT

Plan Statistics for KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 168
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 169
Number of participants with account balances 2022-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 33
2011: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 124
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 14
Total of all active and inactive participants 2009-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 138
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	168
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	169
Number of participants with account balances	2022-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	33
2011: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	124
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	14
Total of all active and inactive participants	2009-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	138
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$287,596
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$286,994
Value of total assets at end of year	2022-12-31	$283,063
Value of total assets at beginning of year	2022-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,441
Total interest from all sources	2022-12-31	$47
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$12,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$12,151
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$183,313
Participant contributions at end of year	2022-12-31	$2,156
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$40,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$283,063
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$283,063
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$277,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$40
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$63,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,092
Contract administrator fees	2022-12-31	$1,441
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RITZHOLMAN CPAS
Accountancy firm EIN	2022-12-31	390919055
2011 : KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-28	$0
Total income from all sources (including contributions)	2011-11-28	$37,975
Total of all expenses incurred	2011-11-28	$1,133,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-11-28	$1,132,729
Value of total corrective distributions	2011-11-28	$118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-11-28	$77,999
Value of total assets at end of year	2011-11-28	$0
Value of total assets at beginning of year	2011-11-28	$1,095,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-11-28	$453
Total interest from all sources	2011-11-28	$4,957
Total dividends received (eg from common stock, registered investment company shares)	2011-11-28	$5,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-11-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-11-28	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-11-28	$5,188
Was this plan covered by a fidelity bond	2011-11-28	Yes
Value of fidelity bond cover	2011-11-28	$250,000
If this is an individual account plan, was there a blackout period	2011-11-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-28	$0
Were there any nonexempt tranactions with any party-in-interest	2011-11-28	No
Contributions received from participants	2011-11-28	$34,433
Participant contributions at end of year	2011-11-28	$0
Participant contributions at beginning of year	2011-11-28	$69,225
Income. Received or receivable in cash from other sources (including rollovers)	2011-11-28	$40,177
Administrative expenses (other) incurred	2011-11-28	$453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-28	No
Value of net income/loss	2011-11-28	$-1,095,325
Value of net assets at end of year (total assets less liabilities)	2011-11-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-11-28	$1,095,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-11-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-11-28	No
Were any leases to which the plan was party in default or uncollectible	2011-11-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-11-28	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-11-28	$894,753
Interest on participant loans	2011-11-28	$4,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-11-28	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-11-28	$131,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-11-28	$131,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-11-28	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-11-28	$-50,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-11-28	No
Was there a failure to transmit to the plan any participant contributions	2011-11-28	No
Has the plan failed to provide any benefit when due under the plan	2011-11-28	No
Contributions received in cash from employer	2011-11-28	$3,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-11-28	$1,132,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-11-28	No
Did the plan have assets held for investment	2011-11-28	No
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	2011-11-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-11-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-11-28	Yes
Opinion of an independent qualified public accountant for this plan	2011-11-28	Disclaimer
Accountancy firm name	2011-11-28	WINTER KLOMAN MOTER & REPP
Accountancy firm EIN	2011-11-28	391275499
2010 : KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2010 401k financial data
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	$195,514
Total of all expenses incurred	2010-12-31	$90,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$83,993
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,449
Value of total corrective distributions	2010-12-31	$1,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$61,371
Value of total assets at end of year	2010-12-31	$1,095,325
Value of total assets at beginning of year	2010-12-31	$990,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,488
Total interest from all sources	2010-12-31	$5,756
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$9,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$9,839
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$56,404
Participant contributions at end of year	2010-12-31	$69,225
Participant contributions at beginning of year	2010-12-31	$55,234
Administrative expenses (other) incurred	2010-12-31	$2,488
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	$104,552
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,095,325
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$990,773
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$894,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$807,600
Interest on participant loans	2010-12-31	$5,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$131,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$127,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$127,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$118,548
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
Contributions received in cash from employer	2010-12-31	$4,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$83,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	WINTER KLOMAN MOTER & REPP
Accountancy firm EIN	2010-12-31	391275499
2009 : KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST

2022: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	First time form 5500 has been submitted	Yes
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2011: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 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	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KUTZLER EXPRESS, INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

516352-01

Policy instance

Insurance contract or identification number	516352-01
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	KUTZLER EXPRESS, INC.
Employer identification number (EIN):	391417146
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local

Plan id#	Filing Submission Date	Name of Administrator
001	2022-01-01
001	2011-01-01	HARRY KRAFT
001	2009-01-01	HARRY KRAFT
001	2009-01-01	HARRY KRAFT