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PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN 401k Plan overview

Plan NamePULIZ MOVING & STORAGE CO PROFIT SHARING PLAN
Plan identification number 002

PULIZ MOVING & STORAGE CO PROFIT SHARING 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PULIZ MOVING & STORAGE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PULIZ MOVING & STORAGE COMPANY
Employer identification number (EIN):880146146
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DIANA FELTNER2024-08-29
0022022-01-01DIANA FELTNER2023-06-06
0022021-01-01DIANA FELTNER2022-05-02
0022020-01-01DIANA FELTNER2021-04-29
0022019-01-01DIANA FELTNER2020-10-15
0022018-01-01ERIN VILARDI2019-08-25 TIMOTHY A PULIZ2019-08-25
0022017-01-01ERIN VILARDI2018-08-28 TIMOTHY A PULIZ2018-08-28
0022016-01-01ERIN VILARDI2017-06-22 TIMOTHY A PULIZ2017-06-22
0022015-01-01ERIN VILARDI2016-07-14 TIMOTHY A. PULIZ2016-07-14
0022014-01-01ERIN VILARDI2015-07-24 TIMOTHY A. PULIZ2015-07-24
0022013-01-01ERIN VILARDI2014-07-22 TIMOTHY A. PULIZ2014-07-22
0022012-01-01ERIN VILARDI2013-06-19 TIMOTHY A. PULIZ2013-06-19
0022011-01-01ERIN VILARDI2012-07-11 TIMOTHY A. PULIZ2012-07-11
0022010-01-01ERIN VILARDI2011-07-19 TIMOTHY A. PULIZ2011-07-20
0022007-01-01ERIN VILARDI TIMOTHY PULIZ2011-06-13

Financial Data on PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN

Measure Date Value
2025 : PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1612203
Net assets as of the end of the plan year2025-09-168954816
Total assets as of the beginning of the plan year2025-09-167975082
Value of plan covered by a fidelity bond2025-09-16500000
Participant contributions to plan in this plan year2025-09-1689886
Value of participant loans at end of plan year2025-09-1646790
Other income to plan in this plan year2025-09-16887736
Plan net income in this plan year2025-09-16979734
Net assets as of the end of the plan year2025-09-168954816
Net assets as of the beginning of the plan year2025-09-167975082
Employer contributions to plan in this plan year2025-09-1614315
Fees paid to broker by Benefit Provider2025-09-169367
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-16280
2024 : PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-29205567
Net assets as of the end of the plan year2024-08-297975082
Total assets as of the beginning of the plan year2024-08-297023143
Value of plan covered by a fidelity bond2024-08-29500000
Participant contributions to plan in this plan year2024-08-29106659
Value of participant loans at end of plan year2024-08-298294
Other income to plan in this plan year2024-08-291034831
Plan net income in this plan year2024-08-29951939
Net assets as of the end of the plan year2024-08-297975082
Net assets as of the beginning of the plan year2024-08-297023143
Employer contributions to plan in this plan year2024-08-2916016
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-29195
2022 : PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-021011366
Net assets as of the end of the plan year2022-05-028097819
Total assets as of the beginning of the plan year2022-05-027891837
Value of plan covered by a fidelity bond2022-05-02500000
Participant contributions to plan in this plan year2022-05-0276650
Value of participant loans at end of plan year2022-05-025695
Other income to plan in this plan year2022-05-021075976
Plan net income in this plan year2022-05-02205982
Net assets as of the end of the plan year2022-05-028097819
Net assets as of the beginning of the plan year2022-05-027891837
Employer contributions to plan in this plan year2022-05-0264722
Fees paid to broker by Benefit Provider2022-05-0216904
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-02805
2007 : PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$742,715
Expenses. Total of all expenses incurred2007-12-31$225,563
Benefits paid (including direct rollovers)2007-12-31$206,691
Total plan assets at end of year2007-12-31$4,778,719
Total plan assets at beginning of year2007-12-31$4,261,567
Value of fidelity bond covering the plan2007-12-31$400,000
Total contributions received or receivable from participants2007-12-31$258,223
Expenses. Other expenses not covered elsewhere2007-12-31$4,521
Other income received2007-12-31$304,397
Net income (gross income less expenses)2007-12-31$517,152
Net plan assets at end of year (total assets less liabilities)2007-12-31$4,778,719
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$4,261,567
Assets. Value of participant loans2007-12-31$179,732
Total contributions received or receivable from employer(s)2007-12-31$180,095
Value of certain deemed distributions of participant loans2007-12-31$14,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN

2007: PULIZ MOVING & STORAGE CO PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-39459
Policy instance 1

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