401k Plan data: THE MZO GROUP 401(K) PLAN plan

THE MZO GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE MZO GROUP 401(K) PLAN
Plan identification number	001

THE MZO GROUP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE MZO ARCHITECTURAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE MZO ARCHITECTURAL GROUP, INC.

Employer identification number (EIN): 043100145

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MZO GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SALVATORE ADDONIZIO 2024-10-01
001 2022-01-01 PLAN SPONSOR 2023-10-04
001 2021-01-01 SALVATORE ADDONIZIO 2022-07-21 ANDREW ZALEWSKI 2022-07-21
001 2020-01-01 JOHN CRONIN 2021-07-29
001 2019-01-01 JOHN CRONIN 2020-07-28
001 2018-01-01 JOHN CRONIN 2019-07-25
001 2017-01-01 JOHN CRONIN 2018-06-27 JOHN CRONIN 2018-06-27
001 2016-01-01 PAUL MORIARTY 2017-06-16 THE MZO GROUP 2017-06-16
001 2015-01-01 JOHN CRONIN 2016-06-07
001 2014-01-01 ANDREW T ZALEWSKI
001 2013-01-01 JOHN CRONIN
001 2012-01-01 JOHN CRONIN
001 2011-01-01 ANDREW ZALEWSKI
001 2009-01-01 ANDREW ZALEWSKI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SALVATORE ADDONIZIO	2024-10-01
001	2022-01-01	PLAN SPONSOR	2023-10-04
001	2021-01-01	SALVATORE ADDONIZIO	2022-07-21	ANDREW ZALEWSKI	2022-07-21
001	2020-01-01	JOHN CRONIN	2021-07-29
001	2019-01-01	JOHN CRONIN	2020-07-28
001	2018-01-01	JOHN CRONIN	2019-07-25
001	2017-01-01	JOHN CRONIN	2018-06-27	JOHN CRONIN	2018-06-27
001	2016-01-01	PAUL MORIARTY	2017-06-16	THE MZO GROUP	2017-06-16
001	2015-01-01	JOHN CRONIN	2016-06-07
001	2014-01-01	ANDREW T ZALEWSKI
001	2013-01-01	JOHN CRONIN
001	2012-01-01	JOHN CRONIN
001	2011-01-01	ANDREW ZALEWSKI
001	2009-01-01	ANDREW ZALEWSKI

Plan Statistics for THE MZO GROUP 401(K) PLAN

401k plan membership statisitcs for THE MZO GROUP 401(K) PLAN

Measure Date Value
2025: THE MZO GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-18 7
Total number of particpants at end of year 2025-09-18 7
Number of Participants With Account Balances 2025-09-18 7
2024: THE MZO GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-01 7
Total number of particpants at end of year 2024-10-01 7
Number of Participants With Account Balances 2024-10-01 7
2014: THE MZO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE MZO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE MZO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE MZO GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE MZO GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: THE MZO GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-18	7
Total number of particpants at end of year	2025-09-18	7
Number of Participants With Account Balances	2025-09-18	7
2024: THE MZO GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-01	7
Total number of particpants at end of year	2024-10-01	7
Number of Participants With Account Balances	2024-10-01	7
2014: THE MZO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE MZO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE MZO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE MZO GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE MZO GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE MZO GROUP 401(K) PLAN

Measure	Date	Value
2025 : THE MZO GROUP 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-18	0
Total liabilities as of the end of the plan year	2025-09-18	0
Total liabilities as of the beginning of the plan year	2025-09-18	0
Total expenses incurred by plan in this plan year	2025-09-18	0
Net assets as of the end of the plan year	2025-09-18	942877
Total assets as of the beginning of the plan year	2025-09-18	748672
Value of plan covered by a fidelity bond	2025-09-18	100000
Participant contributions to plan in this plan year	2025-09-18	86367
Other expenses paid from plan in this plan year	2025-09-18	0
Other contributions to plan in this plan year	2025-09-18	0
Other income to plan in this plan year	2025-09-18	89202
Plan net income in this plan year	2025-09-18	194205
Net assets as of the end of the plan year	2025-09-18	942877
Net assets as of the beginning of the plan year	2025-09-18	748672
Employer contributions to plan in this plan year	2025-09-18	18636
Fees paid to broker by Benefit Provider	2025-09-18	1617
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-18	0
2024 : THE MZO GROUP 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-01	0
Total liabilities as of the end of the plan year	2024-10-01	0
Total liabilities as of the beginning of the plan year	2024-10-01	0
Total expenses incurred by plan in this plan year	2024-10-01	0
Net assets as of the end of the plan year	2024-10-01	748672
Total assets as of the beginning of the plan year	2024-10-01	582578
Value of plan covered by a fidelity bond	2024-10-01	100000
Participant contributions to plan in this plan year	2024-10-01	73836
Other expenses paid from plan in this plan year	2024-10-01	0
Other contributions to plan in this plan year	2024-10-01	0
Other income to plan in this plan year	2024-10-01	85529
Plan net income in this plan year	2024-10-01	166094
Net assets as of the end of the plan year	2024-10-01	748672
Net assets as of the beginning of the plan year	2024-10-01	582578
Employer contributions to plan in this plan year	2024-10-01	6729
Fees paid to broker by Benefit Provider	2024-10-01	1269
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-01	0
2014 : THE MZO GROUP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$90,515
Expenses. Total of all expenses incurred	2014-12-31	$38,093
Benefits paid (including direct rollovers)	2014-12-31	$38,068
Total plan assets at end of year	2014-12-31	$936,647
Total plan assets at beginning of year	2014-12-31	$884,225
Value of fidelity bond covering the plan	2014-12-31	$90,000
Total contributions received or receivable from participants	2014-12-31	$25,238
Expenses. Other expenses not covered elsewhere	2014-12-31	$25
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$65,277
Net income (gross income less expenses)	2014-12-31	$52,422
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$936,647
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$884,225
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : THE MZO GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$123,793
Expenses. Total of all expenses incurred	2013-12-31	$740
Total plan assets at end of year	2013-12-31	$884,225
Total plan assets at beginning of year	2013-12-31	$761,172
Value of fidelity bond covering the plan	2013-12-31	$90,000
Total contributions received or receivable from participants	2013-12-31	$29,289
Other income received	2013-12-31	$94,504
Net income (gross income less expenses)	2013-12-31	$123,053
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$884,225
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$761,172
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$740
2012 : THE MZO GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$94,724
Expenses. Total of all expenses incurred	2012-12-31	$1,053
Total plan assets at end of year	2012-12-31	$761,172
Total plan assets at beginning of year	2012-12-31	$667,501
Value of fidelity bond covering the plan	2012-12-31	$90,000
Total contributions received or receivable from participants	2012-12-31	$22,331
Other income received	2012-12-31	$72,393
Net income (gross income less expenses)	2012-12-31	$93,671
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$761,172
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$667,501
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,053
2011 : THE MZO GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-8,985
Expenses. Total of all expenses incurred	2011-12-31	$46,158
Benefits paid (including direct rollovers)	2011-12-31	$44,600
Total plan assets at end of year	2011-12-31	$667,501
Total plan assets at beginning of year	2011-12-31	$722,644
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$8,977
Other income received	2011-12-31	$-17,962
Net income (gross income less expenses)	2011-12-31	$-55,143
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$667,501
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$722,644
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$7,552
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,558
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE MZO GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$82,293
Expenses. Total of all expenses incurred	2010-12-31	$89,669
Benefits paid (including direct rollovers)	2010-12-31	$86,854
Total plan assets at end of year	2010-12-31	$722,644
Total plan assets at beginning of year	2010-12-31	$730,020
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$17,757
Other income received	2010-12-31	$64,536
Net income (gross income less expenses)	2010-12-31	$-7,376
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$722,644
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$730,020
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$4,669
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for THE MZO GROUP 401(K) PLAN

2014: THE MZO GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THE MZO GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE MZO GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE MZO GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE MZO GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-833775
Policy instance	1

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Company Name:	THE MZO ARCHITECTURAL GROUP, INC.
Employer identification number (EIN):	043100145
NAIC Classification:	541310
NAIC Description:	Architectural Services