401k Plan data: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN plan

PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	002

PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
The employer maintaining this ESOP is an S Corporation
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PATZ CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PATZ CORPORATION

Employer identification number (EIN): 391504156

NAIC Classification: 333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PETER GUSICK 2023-06-11 JON PATZ 2023-06-11
002 2021-01-01 PETER GUSICK 2022-06-19 JON PATZ 2022-06-19
002 2020-01-01 PETER GUSICK 2021-07-14 JON PATZ 2021-07-14
002 2019-01-01 PETER GUSICK 2020-07-20 DARRELL PATZ 2020-07-20
002 2018-01-01 PETER GUSICK 2019-06-27 DARRELL PATZ 2019-06-27
002 2017-01-01 PETER GUSICK DARRELL PATZ 2018-08-29
002 2016-01-01 PETER GUSICK DARRELL PATZ 2017-10-12
002 2015-01-01 PETER GUSICK DARRELL PATZ 2016-10-05
002 2014-01-01 PETER GUSICK DARRELL PATZ 2015-08-27
002 2013-01-01 PETER GUSICK 2014-06-17 DARRELL PATZ 2014-06-17
002 2012-01-01 PETER GUSICK 2013-05-21 DARRELL PATZ 2013-05-21
002 2011-01-01 PETER GUSICK 2012-05-18 DARRELL PATZ 2012-05-18
002 2010-01-01 PETER GUSICK 2011-07-21 DARRELL PATZ 2011-07-21
002 2009-01-01 PETER GUSICK DARRELL PATZ 2010-07-28
002 2009-01-01 PETER GUSICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PETER GUSICK	2023-06-11	JON PATZ	2023-06-11
002	2021-01-01	PETER GUSICK	2022-06-19	JON PATZ	2022-06-19
002	2020-01-01	PETER GUSICK	2021-07-14	JON PATZ	2021-07-14
002	2019-01-01	PETER GUSICK	2020-07-20	DARRELL PATZ	2020-07-20
002	2018-01-01	PETER GUSICK	2019-06-27	DARRELL PATZ	2019-06-27
002	2017-01-01	PETER GUSICK		DARRELL PATZ	2018-08-29
002	2016-01-01	PETER GUSICK		DARRELL PATZ	2017-10-12
002	2015-01-01	PETER GUSICK		DARRELL PATZ	2016-10-05
002	2014-01-01	PETER GUSICK		DARRELL PATZ	2015-08-27
002	2013-01-01	PETER GUSICK	2014-06-17	DARRELL PATZ	2014-06-17
002	2012-01-01	PETER GUSICK	2013-05-21	DARRELL PATZ	2013-05-21
002	2011-01-01	PETER GUSICK	2012-05-18	DARRELL PATZ	2012-05-18
002	2010-01-01	PETER GUSICK	2011-07-21	DARRELL PATZ	2011-07-21
002	2009-01-01	PETER GUSICK		DARRELL PATZ	2010-07-28
002	2009-01-01	PETER GUSICK

Plan Statistics for PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2017: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 74
Number of retired or separated participants receiving benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 91
Total participants 2017-01-01 91
Number of participants with account balances 2017-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 88
Number of retired or separated participants receiving benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 105
Total participants 2016-01-01 105
Number of participants with account balances 2016-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 103
Number of retired or separated participants receiving benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 120
Number of participants with account balances 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 96
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 114
Number of participants with account balances 2014-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2009: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 79
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 97
Number of participants with account balances 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2017: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	74
Number of retired or separated participants receiving benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	91
Total participants	2017-01-01	91
Number of participants with account balances	2017-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	88
Number of retired or separated participants receiving benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	105
Total participants	2016-01-01	105
Number of participants with account balances	2016-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	103
Number of retired or separated participants receiving benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	120
Number of participants with account balances	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	96
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	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	114
Number of participants with account balances	2014-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2009: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	79
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	97
Number of participants with account balances	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2017 : PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$4,513
Total unrealized appreciation/depreciation of assets	2017-12-31	$4,513
Total income from all sources (including contributions)	2017-12-31	$2,273,384
Total loss/gain on sale of assets	2017-12-31	$30,884
Total of all expenses incurred	2017-12-31	$830,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$819,552
Value of total corrective distributions	2017-12-31	$1,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$409,926
Value of total assets at end of year	2017-12-31	$12,536,396
Value of total assets at beginning of year	2017-12-31	$11,093,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,028
Total interest from all sources	2017-12-31	$3,655
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$503,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$500,385
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$235,150
Participant contributions at end of year	2017-12-31	$131,028
Participant contributions at beginning of year	2017-12-31	$79,563
Administrative expenses (other) incurred	2017-12-31	$9,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,443,105
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,536,396
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,093,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,555,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,239,812
Income. Interest from loans (other than to participants)	2017-12-31	$2,902
Value of interest in common/collective trusts at end of year	2017-12-31	$2,348,895
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,599,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$132,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,285,267
Net investment gain or loss from common/collective trusts	2017-12-31	$35,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$174,776
Employer contributions (assets) at end of year	2017-12-31	$47,350
Employer contributions (assets) at beginning of year	2017-12-31	$51,798
Income. Dividends from common stock	2017-12-31	$3,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$819,552
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$320,859
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$122,378
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$1,083,027
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$1,052,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KERBERROSE SC
Accountancy firm EIN	2017-12-31	391658423
2016 : PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-6,557
Total unrealized appreciation/depreciation of assets	2016-12-31	$-6,557
Total income from all sources (including contributions)	2016-12-31	$1,005,353
Total loss/gain on sale of assets	2016-12-31	$17,491
Total of all expenses incurred	2016-12-31	$1,294,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,280,213
Value of total corrective distributions	2016-12-31	$3,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$455,169
Value of total assets at end of year	2016-12-31	$11,093,291
Value of total assets at beginning of year	2016-12-31	$11,382,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,281
Total interest from all sources	2016-12-31	$2,827
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$353,743
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$353,125
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$261,991
Participant contributions at end of year	2016-12-31	$79,563
Participant contributions at beginning of year	2016-12-31	$100,422
Administrative expenses (other) incurred	2016-12-31	$11,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-289,495
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,093,291
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,382,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,239,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,990,617
Interest on participant loans	2016-12-31	$2,796
Value of interest in common/collective trusts at end of year	2016-12-31	$2,599,535
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,240,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$144,442
Net investment gain or loss from common/collective trusts	2016-12-31	$38,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$193,178
Employer contributions (assets) at end of year	2016-12-31	$51,798
Employer contributions (assets) at beginning of year	2016-12-31	$51,614
Income. Dividends from common stock	2016-12-31	$618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,280,213
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$122,378
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$124,776
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$107,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KERBERROSE SC
Accountancy firm EIN	2016-12-31	391658423
2015 : PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$498,837
Total of all expenses incurred	2015-12-31	$636,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$623,227
Value of total corrective distributions	2015-12-31	$3,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$469,995
Value of total assets at end of year	2015-12-31	$11,382,786
Value of total assets at beginning of year	2015-12-31	$11,520,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,733
Total interest from all sources	2015-12-31	$3,019
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$584,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$584,521
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$268,463
Participant contributions at end of year	2015-12-31	$100,422
Participant contributions at beginning of year	2015-12-31	$125,408
Participant contributions at beginning of year	2015-12-31	$6,151
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$468
Administrative expenses (other) incurred	2015-12-31	$9,733
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	$-137,357
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,382,786
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,520,143
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,990,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,588,934
Interest on participant loans	2015-12-31	$3,019
Value of interest in common/collective trusts at end of year	2015-12-31	$2,240,133
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,745,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-589,190
Net investment gain or loss from common/collective trusts	2015-12-31	$30,492
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	$201,064
Employer contributions (assets) at end of year	2015-12-31	$51,614
Employer contributions (assets) at beginning of year	2015-12-31	$54,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$623,227
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	UNGER & WALTERS SC
Accountancy firm EIN	2015-12-31	271329873
2014 : PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,189,352
Total of all expenses incurred	2014-12-31	$1,090,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,081,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$457,313
Value of total assets at end of year	2014-12-31	$11,520,143
Value of total assets at beginning of year	2014-12-31	$11,421,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,190
Total interest from all sources	2014-12-31	$4,390
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$611,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$611,765
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$263,362
Participant contributions at end of year	2014-12-31	$125,408
Participant contributions at beginning of year	2014-12-31	$161,939
Participant contributions at end of year	2014-12-31	$6,151
Administrative expenses (other) incurred	2014-12-31	$4,383
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	$98,889
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,520,143
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,421,254
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
Investment advisory and management fees	2014-12-31	$4,807
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,588,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,745,225
Income. Interest from loans (other than to participants)	2014-12-31	$4,390
Value of interest in common/collective trusts at end of year	2014-12-31	$1,745,392
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,471,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$89,427
Net investment gain or loss from common/collective trusts	2014-12-31	$26,457
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
Contributions received in cash from employer	2014-12-31	$193,951
Employer contributions (assets) at end of year	2014-12-31	$54,258
Employer contributions (assets) at beginning of year	2014-12-31	$42,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,081,273
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	UNGER & WALTERS SC
Accountancy firm EIN	2014-12-31	271329873

Form 5500 Responses for PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN

2017: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2009: PATZ CORPORATION 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PATZ CORPORATION
Employer identification number (EIN):	391504156
NAIC Classification:	333100