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BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

BONITZ, INC. 401(K) RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BONITZ, INC.
Employer identification number (EIN):570835835
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ALAN MITCHELL ALAN MITCHELL2018-10-11
0022016-01-01STEPHEN E. LEE STEPHEN E. LEE2017-10-11
0022015-01-01STEPHEN E. LEE STEPHEN E. LEE2016-07-08
0022014-01-01STEPHEN E. LEE STEPHEN E. LEE2015-10-01
0022013-01-01STEPHEN E. LEE STEPHEN E. LEE2014-10-08
0022012-01-01STEPHEN E. LEE STEPHEN E. LEE2013-09-30
0022011-01-01STEPHEN E. LEE
0022010-01-01STEPHEN E. LEE
0022009-01-01STEPHEN E. LEE

Plan Statistics for BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01503
Total number of active participants reported on line 7a of the Form 55002022-01-01329
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01424
Number of participants with account balances2022-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01564
Total number of active participants reported on line 7a of the Form 55002021-01-01370
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01486
Number of participants with account balances2021-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0151
2020: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01521
Total number of active participants reported on line 7a of the Form 55002020-01-01484
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01555
Number of participants with account balances2020-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01699
Total number of active participants reported on line 7a of the Form 55002019-01-01427
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01510
Number of participants with account balances2019-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0157
2018: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01677
Total number of active participants reported on line 7a of the Form 55002018-01-01443
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01506
Number of participants with account balances2018-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01488
Total number of active participants reported on line 7a of the Form 55002017-01-01677
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 participants2017-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01677
Number of participants with account balances2017-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01427
Total number of active participants reported on line 7a of the Form 55002016-01-01405
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0174
Total of all active and inactive participants2016-01-01482
Total participants2016-01-01482
Number of participants with account balances2016-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01515
Total number of active participants reported on line 7a of the Form 55002015-01-01370
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01427
Total participants2015-01-01427
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01478
Total number of active participants reported on line 7a of the Form 55002014-01-01461
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01515
Number of participants with account balances2014-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01462
Total number of active participants reported on line 7a of the Form 55002013-01-01418
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01478
Number of participants with account balances2013-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01502
Total number of active participants reported on line 7a of the Form 55002012-01-01384
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0177
Total of all active and inactive participants2012-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01462
Number of participants with account balances2012-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01544
Total number of active participants reported on line 7a of the Form 55002011-01-01417
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01502
Number of participants with account balances2011-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01690
Total number of active participants reported on line 7a of the Form 55002010-01-01451
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0191
Total of all active and inactive participants2010-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01544
Number of participants with account balances2010-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0175
2009: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01717
Total number of active participants reported on line 7a of the Form 55002009-01-01612
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01690
Number of participants with account balances2009-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-606,036
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,834,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,765,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,719,623
Value of total assets at end of year2022-12-31$17,836,452
Value of total assets at beginning of year2022-12-31$23,277,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,165
Total interest from all sources2022-12-31$94,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$221,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$221,423
Administrative expenses professional fees incurred2022-12-31$14,449
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,423,538
Participant contributions at end of year2022-12-31$519,487
Participant contributions at beginning of year2022-12-31$615,194
Participant contributions at beginning of year2022-12-31$38,214
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$289,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,440,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,836,452
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,277,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,044,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,343,691
Value of interest in pooled separate accounts at end of year2022-12-31$10,544
Interest on participant loans2022-12-31$24,743
Interest earned on other investments2022-12-31$70,125
Value of interest in common/collective trusts at beginning of year2022-12-31$105,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,261,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,641,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,284
Employer contributions (assets) at end of year2022-12-31$117
Employer contributions (assets) at beginning of year2022-12-31$174,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,765,410
Contract administrator fees2022-12-31$41,580
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVIS AND COMPANY, CPA
Accountancy firm EIN2022-12-31421575695
2021 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,702,334
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,414,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,354,967
Expenses. Certain deemed distributions of participant loans2021-12-31$3,145
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,791,341
Value of total assets at end of year2021-12-31$23,277,063
Value of total assets at beginning of year2021-12-31$26,989,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,278
Total interest from all sources2021-12-31$421,145
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,222,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,222,786
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,332,645
Participant contributions at end of year2021-12-31$615,194
Participant contributions at beginning of year2021-12-31$521,481
Participant contributions at end of year2021-12-31$38,214
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$89,955
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,712,056
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,277,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,989,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,343,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,045,899
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$24,487
Interest earned on other investments2021-12-31$396,658
Value of interest in common/collective trusts at end of year2021-12-31$105,908
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,421,739
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,267,062
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$368,741
Employer contributions (assets) at end of year2021-12-31$174,056
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,354,967
Contract administrator fees2021-12-31$15,304
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVIS AND COMPNAY, PA
Accountancy firm EIN2021-12-31421575695
2020 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,678,128
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,974,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,903,560
Expenses. Certain deemed distributions of participant loans2020-12-31$8,724
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,711,317
Value of total assets at end of year2020-12-31$26,989,119
Value of total assets at beginning of year2020-12-31$24,285,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,015
Total interest from all sources2020-12-31$88,287
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$901,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$901,971
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,450,268
Participant contributions at end of year2020-12-31$521,481
Participant contributions at beginning of year2020-12-31$525,512
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,212
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,703,829
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,989,119
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,285,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$56,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,045,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,430,607
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$28,272
Interest earned on other investments2020-12-31$60,015
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,421,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,329,171
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,976,553
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$223,837
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,903,560
Contract administrator fees2020-12-31$5,920
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DAVIS AND COMPANY , PA
Accountancy firm EIN2020-12-31421575695
2019 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,949,440
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,479,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,407,727
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,961,490
Value of total assets at end of year2019-12-31$24,285,290
Value of total assets at beginning of year2019-12-31$21,815,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,622
Total interest from all sources2019-12-31$98,484
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$743,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$743,847
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,492,971
Participant contributions at end of year2019-12-31$525,512
Participant contributions at beginning of year2019-12-31$656,106
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,175
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,470,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,285,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,815,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$60,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,430,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,238,591
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$32,787
Interest earned on other investments2019-12-31$65,697
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,329,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,920,502
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,145,619
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$454,344
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,407,727
Contract administrator fees2019-12-31$11,115
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2019-12-31421575695
2018 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,561,169
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,632,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,546,367
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$9,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,250,049
Value of total assets at end of year2018-12-31$21,815,198
Value of total assets at beginning of year2018-12-31$22,886,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$77,067
Total interest from all sources2018-12-31$75,010
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$845,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$845,715
Administrative expenses professional fees incurred2018-12-31$1,731
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,506,047
Participant contributions at end of year2018-12-31$656,106
Participant contributions at beginning of year2018-12-31$681,618
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$302,944
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$6,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,071,347
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,815,198
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,886,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$57,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,238,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,672,492
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$32,628
Interest earned on other investments2018-12-31$42,382
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,920,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,532,435
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,609,605
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$441,058
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,546,367
Contract administrator fees2018-12-31$10,746
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2018-12-31421575695
2017 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,146,777
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,044,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,988,723
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$22,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,046,157
Value of total assets at end of year2017-12-31$22,886,545
Value of total assets at beginning of year2017-12-31$19,783,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,298
Total interest from all sources2017-12-31$28,365
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$999,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$999,169
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,321,394
Participant contributions at end of year2017-12-31$681,618
Participant contributions at beginning of year2017-12-31$461,185
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$242,880
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$23,031
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,102,727
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,886,545
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,783,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,672,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,044,583
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$24,958
Interest earned on other investments2017-12-31$3,407
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$2,278,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,532,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,003,051
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$47,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$481,883
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,988,723
Contract administrator fees2017-12-31$33,298
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2017-12-31421575695
2016 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,202,805
Total of all expenses incurred2016-12-31$1,382,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,237,996
Value of total corrective distributions2016-12-31$107,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,567,607
Value of total assets at end of year2016-12-31$19,783,818
Value of total assets at beginning of year2016-12-31$17,963,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,178
Total interest from all sources2016-12-31$28,915
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$642,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$642,520
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,157,892
Participant contributions at end of year2016-12-31$461,185
Participant contributions at beginning of year2016-12-31$422,312
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$79,063
Other income not declared elsewhere2016-12-31$21,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,820,172
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,783,818
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,963,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,044,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,377,431
Interest on participant loans2016-12-31$28,915
Value of interest in common/collective trusts at end of year2016-12-31$2,278,050
Value of interest in common/collective trusts at beginning of year2016-12-31$2,163,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$900,034
Net investment gain or loss from common/collective trusts2016-12-31$42,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$330,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,237,996
Contract administrator fees2016-12-31$37,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2016-12-31421575695
2015 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$929,924
Total of all expenses incurred2015-12-31$1,149,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,041,871
Value of total corrective distributions2015-12-31$64,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$984,582
Value of total assets at end of year2015-12-31$17,963,646
Value of total assets at beginning of year2015-12-31$18,183,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,047
Total interest from all sources2015-12-31$19,005
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$692,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$692,209
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$791,085
Participant contributions at end of year2015-12-31$422,312
Participant contributions at beginning of year2015-12-31$497,526
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$86,858
Other income not declared elsewhere2015-12-31$21,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-219,972
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,963,646
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,183,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,377,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,459,716
Interest on participant loans2015-12-31$19,005
Value of interest in common/collective trusts at end of year2015-12-31$2,163,903
Value of interest in common/collective trusts at beginning of year2015-12-31$2,226,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-827,033
Net investment gain or loss from common/collective trusts2015-12-31$39,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$106,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,041,871
Contract administrator fees2015-12-31$43,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2015-12-31421575695
2014 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,801,367
Total of all expenses incurred2014-12-31$1,330,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,206,944
Expenses. Certain deemed distributions of participant loans2014-12-31$2,614
Value of total corrective distributions2014-12-31$77,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$830,586
Value of total assets at end of year2014-12-31$18,183,618
Value of total assets at beginning of year2014-12-31$17,713,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,664
Total interest from all sources2014-12-31$23,235
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$799,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$799,692
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$766,920
Participant contributions at end of year2014-12-31$497,526
Participant contributions at beginning of year2014-12-31$612,564
Participant contributions at beginning of year2014-12-31$21,828
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$405
Other income not declared elsewhere2014-12-31$20,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$470,369
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,183,618
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,713,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$27,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,459,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,906,549
Interest on participant loans2014-12-31$23,235
Value of interest in common/collective trusts at end of year2014-12-31$2,226,376
Value of interest in common/collective trusts at beginning of year2014-12-31$2,172,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$93,085
Net investment gain or loss from common/collective trusts2014-12-31$33,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$63,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,206,944
Contract administrator fees2014-12-31$15,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2014-12-31421575695
2013 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,856,040
Total of all expenses incurred2013-12-31$801,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$767,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$853,269
Value of total assets at end of year2013-12-31$17,713,249
Value of total assets at beginning of year2013-12-31$14,658,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,280
Total interest from all sources2013-12-31$25,258
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$588,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$588,014
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$767,431
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$735,823
Participant contributions at end of year2013-12-31$612,564
Participant contributions at beginning of year2013-12-31$643,287
Participant contributions at end of year2013-12-31$21,828
Participant contributions at beginning of year2013-12-31$19,581
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,054,329
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,713,249
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,658,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,906,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,435,838
Interest on participant loans2013-12-31$25,258
Value of interest in common/collective trusts at end of year2013-12-31$2,172,308
Value of interest in common/collective trusts at beginning of year2013-12-31$2,560,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,334,769
Net investment gain or loss from common/collective trusts2013-12-31$54,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$80,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$767,431
Contract administrator fees2013-12-31$34,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2013-12-31421575695
2012 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,218,634
Total of all expenses incurred2012-12-31$1,934,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,891,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$671,095
Value of total assets at end of year2012-12-31$14,658,920
Value of total assets at beginning of year2012-12-31$14,374,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,309
Total interest from all sources2012-12-31$31,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$391,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$391,485
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$671,095
Participant contributions at end of year2012-12-31$643,287
Participant contributions at beginning of year2012-12-31$831,317
Participant contributions at end of year2012-12-31$19,581
Participant contributions at beginning of year2012-12-31$19,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$284,594
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,658,920
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,374,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,435,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,611,405
Interest on participant loans2012-12-31$31,199
Value of interest in common/collective trusts at end of year2012-12-31$2,560,214
Value of interest in common/collective trusts at beginning of year2012-12-31$6,912,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$580,766
Net investment gain or loss from common/collective trusts2012-12-31$544,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,891,731
Contract administrator fees2012-12-31$42,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DAVIS AND COMPANY
Accountancy firm EIN2012-12-31421575695
2011 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$846,697
Total of all expenses incurred2011-12-31$1,768,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,710,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$704,202
Value of total assets at end of year2011-12-31$14,374,326
Value of total assets at beginning of year2011-12-31$15,296,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,449
Total interest from all sources2011-12-31$37,422
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$218,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$218,866
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$704,202
Participant contributions at end of year2011-12-31$831,317
Participant contributions at beginning of year2011-12-31$823,332
Participant contributions at end of year2011-12-31$19,448
Participant contributions at beginning of year2011-12-31$21,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-922,283
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,374,326
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,296,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,611,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,747,042
Interest on participant loans2011-12-31$37,422
Value of interest in common/collective trusts at end of year2011-12-31$6,912,156
Value of interest in common/collective trusts at beginning of year2011-12-31$7,705,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-64,027
Net investment gain or loss from common/collective trusts2011-12-31$-49,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,710,531
Contract administrator fees2011-12-31$58,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2011-12-31421575695
2010 : BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,433,195
Total of all expenses incurred2010-12-31$2,245,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,185,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$848,089
Value of total assets at end of year2010-12-31$15,296,609
Value of total assets at beginning of year2010-12-31$15,109,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,654
Total interest from all sources2010-12-31$44,372
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$131,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$131,472
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$848,059
Participant contributions at end of year2010-12-31$823,332
Participant contributions at beginning of year2010-12-31$843,422
Participant contributions at end of year2010-12-31$21,139
Participant contributions at beginning of year2010-12-31$4,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$187,473
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,296,609
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,109,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,747,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,023,954
Interest on participant loans2010-12-31$44,372
Value of interest in common/collective trusts at end of year2010-12-31$7,705,096
Value of interest in common/collective trusts at beginning of year2010-12-31$8,237,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$809,284
Net investment gain or loss from common/collective trusts2010-12-31$599,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$30
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,185,068
Contract administrator fees2010-12-31$60,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DAVIS AND COMPANY, PA
Accountancy firm EIN2010-12-31421575695

Form 5500 Responses for BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN

2022: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BONITZ, INC. 401(K) RETIREMENT SAVINGS 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BONITZ, INC. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BONITZ, INC. 401(K) RETIREMENT SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BONITZ, INC. 401(K) RETIREMENT SAVINGS 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: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number632591
Policy instance 2
Insurance contract or identification number632591
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62720
Policy instance 1
Insurance contract or identification numberMR 62720
Number of Individuals Covered486
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62720
Policy instance 1
Insurance contract or identification numberMR 62720
Number of Individuals Covered555
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62720
Policy instance 1
Insurance contract or identification numberMR 62720
Number of Individuals Covered510
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62720
Policy instance 1
Insurance contract or identification numberMR 62720
Number of Individuals Covered506
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62720
Policy instance 1
Insurance contract or identification numberMR 62720
Number of Individuals Covered677
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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