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R.L. KUNZ, INC. 401(K) PLAN 401k Plan overview

Plan NameR.L. KUNZ, INC. 401(K) PLAN
Plan identification number 001

R.L. KUNZ, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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

R.L. KUNZ, INC. has sponsored the creation of one or more 401k plans.

Company Name:R.L. KUNZ, INC.
Employer identification number (EIN):570446159
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.L. KUNZ, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01RODGER HARMAN
0012017-04-01RODGER HARMAN
0012016-04-01RODGER HARMAN
0012015-04-01RODGER HARMAN
0012014-04-01R. BRUCE HARMAN2015-05-26
0012013-04-01R. BRUCE HARMAN2014-05-29
0012012-04-01R. BRUCE HARMAN2013-06-12
0012011-04-01R. BRUCE HARMAN2012-06-20
0012010-04-01KATHRYN ST. DENIS2011-09-29

Plan Statistics for R.L. KUNZ, INC. 401(K) PLAN

401k plan membership statisitcs for R.L. KUNZ, INC. 401(K) PLAN

Measure Date Value
2022: R.L. KUNZ, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-0121
Total number of active participants reported on line 7a of the Form 55002022-04-0121
Number of other retired or separated participants entitled to future benefits2022-04-016
Total of all active and inactive participants2022-04-0127
Total participants2022-04-0127
Number of participants with account balances2022-04-0115
2021: R.L. KUNZ, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0122
Total number of active participants reported on line 7a of the Form 55002021-04-0121
Total of all active and inactive participants2021-04-0121
Total participants2021-04-0121
Number of participants with account balances2021-04-0117
2020: R.L. KUNZ, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0120
Total number of active participants reported on line 7a of the Form 55002020-04-0121
Number of other retired or separated participants entitled to future benefits2020-04-011
Total of all active and inactive participants2020-04-0122
Total participants2020-04-0122
Number of participants with account balances2020-04-0118
2019: R.L. KUNZ, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0116
Total number of active participants reported on line 7a of the Form 55002019-04-0118
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-012
Total of all active and inactive participants2019-04-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0120
Number of participants with account balances2019-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: R.L. KUNZ, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0118
Total number of active participants reported on line 7a of the Form 55002018-04-0115
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-011
Total of all active and inactive participants2018-04-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0116
Number of participants with account balances2018-04-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: R.L. KUNZ, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0119
Total number of active participants reported on line 7a of the Form 55002017-04-0116
Number of retired or separated participants receiving benefits2017-04-011
Number of other retired or separated participants entitled to future benefits2017-04-011
Total of all active and inactive participants2017-04-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0118
Number of participants with account balances2017-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: R.L. KUNZ, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0118
Total number of active participants reported on line 7a of the Form 55002016-04-0119
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0119
Number of participants with account balances2016-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: R.L. KUNZ, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0118
Total number of active participants reported on line 7a of the Form 55002015-04-0118
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0118
Number of participants with account balances2015-04-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010

Financial Data on R.L. KUNZ, INC. 401(K) PLAN

Measure Date Value
2023 : R.L. KUNZ, INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-03-31$0
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$-43,670
Expenses. Total of all expenses incurred2023-03-31$232,503
Benefits paid (including direct rollovers)2023-03-31$219,690
Total plan assets at end of year2023-03-31$1,814,861
Total plan assets at beginning of year2023-03-31$2,091,034
Value of fidelity bond covering the plan2023-03-31$600,000
Assets. Value of tangible personal property2023-03-31$0
Total contributions received or receivable from participants2023-03-31$108,918
Assets. Value of loans (other than to participants)2023-03-31$0
Expenses. Other expenses not covered elsewhere2023-03-31$0
Contributions received from other sources (not participants or employers)2023-03-31$0
Other income received2023-03-31$-152,588
Noncash contributions received2023-03-31$0
Net income (gross income less expenses)2023-03-31$-276,173
Net plan assets at end of year (total assets less liabilities)2023-03-31$1,814,861
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$2,091,034
Assets. Value of participant loans2023-03-31$0
Assets. Value of assets in partnership/joint-venture interests2023-03-31$0
Assets. Value of real-estate (other than employer real property)2023-03-31$0
Assets. Value of employer securities2023-03-31$0
Assets. Value of employer real property2023-03-31$0
Total contributions received or receivable from employer(s)2023-03-31$0
Value of certain deemed distributions of participant loans2023-03-31$0
Value of corrective distributions2023-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-03-31$12,813
2022 : R.L. KUNZ, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-03-31$0
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$283,041
Expenses. Total of all expenses incurred2022-03-31$100,618
Benefits paid (including direct rollovers)2022-03-31$86,868
Total plan assets at end of year2022-03-31$2,091,034
Total plan assets at beginning of year2022-03-31$1,908,611
Value of fidelity bond covering the plan2022-03-31$600,000
Assets. Value of tangible personal property2022-03-31$0
Total contributions received or receivable from participants2022-03-31$164,322
Assets. Value of loans (other than to participants)2022-03-31$0
Expenses. Other expenses not covered elsewhere2022-03-31$0
Contributions received from other sources (not participants or employers)2022-03-31$0
Other income received2022-03-31$118,719
Noncash contributions received2022-03-31$0
Net income (gross income less expenses)2022-03-31$182,423
Net plan assets at end of year (total assets less liabilities)2022-03-31$2,091,034
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$1,908,611
Assets. Value of participant loans2022-03-31$0
Assets. Value of assets in partnership/joint-venture interests2022-03-31$0
Assets. Value of real-estate (other than employer real property)2022-03-31$0
Assets. Value of employer securities2022-03-31$0
Assets. Value of employer real property2022-03-31$0
Total contributions received or receivable from employer(s)2022-03-31$0
Value of certain deemed distributions of participant loans2022-03-31$0
Value of corrective distributions2022-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$13,750
2021 : R.L. KUNZ, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-03-31$0
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$0
Total income from all sources2021-03-31$1,066,097
Expenses. Total of all expenses incurred2021-03-31$970,842
Benefits paid (including direct rollovers)2021-03-31$950,924
Total plan assets at end of year2021-03-31$1,908,611
Total plan assets at beginning of year2021-03-31$1,813,356
Value of fidelity bond covering the plan2021-03-31$600,000
Assets. Value of tangible personal property2021-03-31$0
Total contributions received or receivable from participants2021-03-31$187,329
Assets. Value of loans (other than to participants)2021-03-31$0
Expenses. Other expenses not covered elsewhere2021-03-31$0
Contributions received from other sources (not participants or employers)2021-03-31$0
Other income received2021-03-31$878,768
Noncash contributions received2021-03-31$0
Net income (gross income less expenses)2021-03-31$95,255
Net plan assets at end of year (total assets less liabilities)2021-03-31$1,908,611
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$1,813,356
Assets. Value of participant loans2021-03-31$0
Assets. Value of assets in partnership/joint-venture interests2021-03-31$0
Assets. Value of real-estate (other than employer real property)2021-03-31$0
Assets. Value of employer securities2021-03-31$0
Assets. Value of employer real property2021-03-31$0
Total contributions received or receivable from employer(s)2021-03-31$0
Value of certain deemed distributions of participant loans2021-03-31$0
Value of corrective distributions2021-03-31$5,232
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$14,686
2020 : R.L. KUNZ, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-03-31$0
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$0
Total income from all sources2020-03-31$235,111
Expenses. Total of all expenses incurred2020-03-31$2,249,380
Benefits paid (including direct rollovers)2020-03-31$2,224,620
Total plan assets at end of year2020-03-31$1,813,356
Total plan assets at beginning of year2020-03-31$3,827,625
Value of fidelity bond covering the plan2020-03-31$600,000
Total contributions received or receivable from participants2020-03-31$196,653
Expenses. Other expenses not covered elsewhere2020-03-31$0
Contributions received from other sources (not participants or employers)2020-03-31$1,923
Other income received2020-03-31$36,535
Noncash contributions received2020-03-31$0
Net income (gross income less expenses)2020-03-31$-2,014,269
Net plan assets at end of year (total assets less liabilities)2020-03-31$1,813,356
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$3,827,625
Total contributions received or receivable from employer(s)2020-03-31$0
Value of certain deemed distributions of participant loans2020-03-31$0
Value of corrective distributions2020-03-31$381
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$24,379
2019 : R.L. KUNZ, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-03-31$0
Total plan liabilities at end of year2019-03-31$0
Total plan liabilities at beginning of year2019-03-31$0
Total income from all sources2019-03-31$461,330
Expenses. Total of all expenses incurred2019-03-31$1,603,512
Benefits paid (including direct rollovers)2019-03-31$1,573,674
Total plan assets at end of year2019-03-31$3,827,625
Total plan assets at beginning of year2019-03-31$4,969,807
Value of fidelity bond covering the plan2019-03-31$600,000
Total contributions received or receivable from participants2019-03-31$179,467
Expenses. Other expenses not covered elsewhere2019-03-31$0
Contributions received from other sources (not participants or employers)2019-03-31$0
Other income received2019-03-31$201,863
Noncash contributions received2019-03-31$0
Net income (gross income less expenses)2019-03-31$-1,142,182
Net plan assets at end of year (total assets less liabilities)2019-03-31$3,827,625
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$4,969,807
Total contributions received or receivable from employer(s)2019-03-31$80,000
Value of certain deemed distributions of participant loans2019-03-31$0
Value of corrective distributions2019-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$29,838
2018 : R.L. KUNZ, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-03-31$0
Total plan liabilities at end of year2018-03-31$0
Total plan liabilities at beginning of year2018-03-31$0
Total income from all sources2018-03-31$828,128
Expenses. Total of all expenses incurred2018-03-31$131,871
Benefits paid (including direct rollovers)2018-03-31$101,261
Total plan assets at end of year2018-03-31$4,969,807
Total plan assets at beginning of year2018-03-31$4,273,550
Value of fidelity bond covering the plan2018-03-31$600,000
Total contributions received or receivable from participants2018-03-31$164,160
Expenses. Other expenses not covered elsewhere2018-03-31$0
Contributions received from other sources (not participants or employers)2018-03-31$0
Other income received2018-03-31$538,968
Noncash contributions received2018-03-31$0
Net income (gross income less expenses)2018-03-31$696,257
Net plan assets at end of year (total assets less liabilities)2018-03-31$4,969,807
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$4,273,550
Total contributions received or receivable from employer(s)2018-03-31$125,000
Value of certain deemed distributions of participant loans2018-03-31$0
Value of corrective distributions2018-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$30,610
2017 : R.L. KUNZ, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-03-31$0
Total plan liabilities at end of year2017-03-31$0
Total plan liabilities at beginning of year2017-03-31$0
Total income from all sources2017-03-31$821,616
Expenses. Total of all expenses incurred2017-03-31$767,671
Benefits paid (including direct rollovers)2017-03-31$738,349
Total plan assets at end of year2017-03-31$4,273,550
Total plan assets at beginning of year2017-03-31$4,219,605
Value of fidelity bond covering the plan2017-03-31$600,000
Total contributions received or receivable from participants2017-03-31$166,484
Expenses. Other expenses not covered elsewhere2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$565,132
Noncash contributions received2017-03-31$0
Net income (gross income less expenses)2017-03-31$53,945
Net plan assets at end of year (total assets less liabilities)2017-03-31$4,273,550
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$4,219,605
Total contributions received or receivable from employer(s)2017-03-31$90,000
Value of certain deemed distributions of participant loans2017-03-31$0
Value of corrective distributions2017-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$29,322
2016 : R.L. KUNZ, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-03-31$0
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$236,983
Expenses. Total of all expenses incurred2016-03-31$1,848,561
Benefits paid (including direct rollovers)2016-03-31$1,833,389
Total plan assets at end of year2016-03-31$4,219,605
Total plan assets at beginning of year2016-03-31$5,831,183
Value of fidelity bond covering the plan2016-03-31$600,000
Total contributions received or receivable from participants2016-03-31$187,502
Expenses. Other expenses not covered elsewhere2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$-40,519
Noncash contributions received2016-03-31$0
Net income (gross income less expenses)2016-03-31$-1,611,578
Net plan assets at end of year (total assets less liabilities)2016-03-31$4,219,605
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$5,831,183
Total contributions received or receivable from employer(s)2016-03-31$90,000
Value of certain deemed distributions of participant loans2016-03-31$0
Value of corrective distributions2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$15,172

Form 5500 Responses for R.L. KUNZ, INC. 401(K) PLAN

2022: R.L. KUNZ, INC. 401(K) PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01This submission is the final filingNo
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: R.L. KUNZ, INC. 401(K) PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01This submission is the final filingNo
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: R.L. KUNZ, INC. 401(K) PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01This submission is the final filingNo
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: R.L. KUNZ, INC. 401(K) PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: R.L. KUNZ, INC. 401(K) PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: R.L. KUNZ, INC. 401(K) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: R.L. KUNZ, INC. 401(K) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: R.L. KUNZ, INC. 401(K) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes

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