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MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameMURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

MURRAY AND ZUCKERMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:MURRAY AND ZUCKERMAN, INC.
Employer identification number (EIN):141660248
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about MURRAY AND ZUCKERMAN, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-11-27
Company Identification Number: 736999
Legal Registered Office Address: 128 ERIE BLVD
Schenectady
SCHENECTADY
United States of America (USA)
12305

More information about MURRAY AND ZUCKERMAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-08-01GORDON ZUCKERMAN
0022015-08-01GORDON ZUCKERMAN
0022014-08-01GORDON ZUCKERMAN
0022013-08-01GORDON ZUCKERMAN
0022012-08-01GORDON ZUCKERMAN
0022011-08-01GORDON ZUCKERMAN
0022010-08-01GORDON ZUCKERMAN
0022009-08-01GORDON ZUCKERMAN

Financial Data on MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-07-31$0
Total plan liabilities at beginning of year2017-07-31$0
Total income from all sources2017-07-31$0
Expenses. Total of all expenses incurred2017-07-31$30,179
Benefits paid (including direct rollovers)2017-07-31$30,179
Total plan assets at end of year2017-07-31$0
Total plan assets at beginning of year2017-07-31$30,179
Value of fidelity bond covering the plan2017-07-31$3,018
Other income received2017-07-31$0
Net income (gross income less expenses)2017-07-31$-30,179
Net plan assets at end of year (total assets less liabilities)2017-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$30,179
Assets. Value of employer securities2017-07-31$0
2016 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-07-31$0
Total plan liabilities at beginning of year2016-07-31$0
Total income from all sources2016-07-31$-1,286
Expenses. Total of all expenses incurred2016-07-31$7,866
Benefits paid (including direct rollovers)2016-07-31$7,866
Total plan assets at end of year2016-07-31$30,179
Total plan assets at beginning of year2016-07-31$39,331
Value of fidelity bond covering the plan2016-07-31$3,934
Other income received2016-07-31$-1,286
Net income (gross income less expenses)2016-07-31$-9,152
Net plan assets at end of year (total assets less liabilities)2016-07-31$30,179
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$39,331
Assets. Value of employer securities2016-07-31$27,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
2015 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-07-31$0
Total plan liabilities at beginning of year2015-07-31$0
Total income from all sources2015-07-31$-6,604
Expenses. Total of all expenses incurred2015-07-31$0
Total plan assets at end of year2015-07-31$39,331
Total plan assets at beginning of year2015-07-31$45,935
Value of fidelity bond covering the plan2015-07-31$4,594
Other income received2015-07-31$-6,604
Net income (gross income less expenses)2015-07-31$-6,604
Net plan assets at end of year (total assets less liabilities)2015-07-31$39,331
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$45,935
Assets. Value of employer securities2015-07-31$36,964
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-07-31$0
Total plan liabilities at beginning of year2014-07-31$0
Total income from all sources2014-07-31$-568
Expenses. Total of all expenses incurred2014-07-31$5,670
Benefits paid (including direct rollovers)2014-07-31$5,670
Total plan assets at end of year2014-07-31$45,935
Total plan assets at beginning of year2014-07-31$52,173
Value of fidelity bond covering the plan2014-07-31$5,218
Other income received2014-07-31$-568
Net income (gross income less expenses)2014-07-31$-6,238
Net plan assets at end of year (total assets less liabilities)2014-07-31$45,935
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$52,173
Assets. Value of employer securities2014-07-31$43,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$305
Expenses. Total of all expenses incurred2013-07-31$22,462
Benefits paid (including direct rollovers)2013-07-31$22,462
Total plan assets at end of year2013-07-31$52,173
Total plan assets at beginning of year2013-07-31$74,330
Value of fidelity bond covering the plan2013-07-31$5,217
Other income received2013-07-31$305
Net income (gross income less expenses)2013-07-31$-22,157
Net plan assets at end of year (total assets less liabilities)2013-07-31$52,173
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$74,330
Assets. Value of employer securities2013-07-31$49,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-07-31$0
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$-29,282
Expenses. Total of all expenses incurred2012-07-31$21,349
Benefits paid (including direct rollovers)2012-07-31$21,349
Total plan assets at end of year2012-07-31$74,330
Total plan assets at beginning of year2012-07-31$124,961
Value of fidelity bond covering the plan2012-07-31$7,433
Other income received2012-07-31$-29,282
Net income (gross income less expenses)2012-07-31$-50,631
Net plan assets at end of year (total assets less liabilities)2012-07-31$74,330
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$124,961
Assets. Value of employer securities2012-07-31$69,992
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-07-31$0
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$-17,308
Expenses. Total of all expenses incurred2011-07-31$24,236
Benefits paid (including direct rollovers)2011-07-31$24,236
Total plan assets at end of year2011-07-31$124,961
Total plan assets at beginning of year2011-07-31$166,505
Value of fidelity bond covering the plan2011-07-31$12,496
Other income received2011-07-31$-17,308
Net income (gross income less expenses)2011-07-31$-41,544
Net plan assets at end of year (total assets less liabilities)2011-07-31$124,961
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$166,505
Assets. Value of employer securities2011-07-31$119,146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2016: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingYes
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2010: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement - TrustYes
2009: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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