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RKZ SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameRKZ SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

RKZ SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

RKZ SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:RKZ SERVICES, INC.
Employer identification number (EIN):473459873
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RKZ SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT M. GREER
0012017-01-01ROBERT M. GREER
0012016-01-01ROBERT M. GREER
0012015-03-19ROBERT M. GREER

Plan Statistics for RKZ SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for RKZ SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2021: RKZ SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RKZ SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: RKZ SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: RKZ SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RKZ SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RKZ SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RKZ SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-191
Total number of active participants reported on line 7a of the Form 55002015-03-191
Number of retired or separated participants receiving benefits2015-03-190
Number of other retired or separated participants entitled to future benefits2015-03-190
Total of all active and inactive participants2015-03-191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-190
Total participants2015-03-191
Number of participants with account balances2015-03-191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-190

Financial Data on RKZ SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2021 : RKZ SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-10-31$0
Expenses. Total of all expenses incurred2021-10-31$0
Total plan assets at end of year2021-10-31$0
Total plan assets at beginning of year2021-10-31$0
Value of fidelity bond covering the plan2021-10-31$30,000
Other income received2021-10-31$0
Net income (gross income less expenses)2021-10-31$0
Net plan assets at end of year (total assets less liabilities)2021-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$0
Assets. Value of employer securities2021-10-31$0
2020 : RKZ SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$0
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$0
Value of fidelity bond covering the plan2020-12-31$30,000
Net income (gross income less expenses)2020-12-31$0
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
2019 : RKZ SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-65,477
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$65,477
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$-65,477
Net income (gross income less expenses)2019-12-31$-65,477
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$65,477
Assets. Value of employer securities2019-12-31$0
2018 : RKZ SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-89,918
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$65,477
Total plan assets at beginning of year2018-12-31$155,395
Value of fidelity bond covering the plan2018-12-31$30,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-89,918
Net income (gross income less expenses)2018-12-31$-89,918
Net plan assets at end of year (total assets less liabilities)2018-12-31$65,477
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$155,395
Assets. Value of employer securities2018-12-31$65,477
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : RKZ SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$133,165
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$155,395
Total plan assets at beginning of year2017-12-31$22,230
Value of fidelity bond covering the plan2017-12-31$30,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$133,165
Net income (gross income less expenses)2017-12-31$133,165
Net plan assets at end of year (total assets less liabilities)2017-12-31$155,395
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$22,230
Assets. Value of employer securities2017-12-31$155,395
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : RKZ SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-93,019
Expenses. Total of all expenses incurred2016-12-31$15
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$22,230
Total plan assets at beginning of year2016-12-31$115,264
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$86,080
Other income received2016-12-31$-179,099
Net income (gross income less expenses)2016-12-31$-93,034
Net plan assets at end of year (total assets less liabilities)2016-12-31$22,230
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$115,264
Assets. Value of employer securities2016-12-31$22,230
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15
2015 : RKZ SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$115,294
Expenses. Total of all expenses incurred2015-12-31$30
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$115,264
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$219,331
Other income received2015-12-31$-104,037
Net income (gross income less expenses)2015-12-31$115,264
Net plan assets at end of year (total assets less liabilities)2015-12-31$115,264
Assets. Value of employer securities2015-12-31$115,264
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30

Form 5500 Responses for RKZ SERVICES, INC. RETIREMENT PLAN

2021: RKZ SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RKZ SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RKZ SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RKZ SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RKZ SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RKZ SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RKZ SERVICES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-03-19Type of plan entitySingle employer plan
2015-03-19First time form 5500 has been submittedYes
2015-03-19This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-19Plan funding arrangement – TrustYes
2015-03-19Plan benefit arrangement - TrustYes

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