MURRAY AND ZUCKERMAN, INC. has sponsored the creation of one or more 401k plans.
Additional information about MURRAY AND ZUCKERMAN, INC.
Submission information for form 5500 for 401k plan MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2016: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 0 |
| Number of participants with account balances | 2016-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| 2015: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
| Total participants | 2015-08-01 | 2 |
| Number of participants with account balances | 2015-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
| 2014: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 1 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 1 |
| Total of all active and inactive participants | 2014-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 2 |
| Number of participants with account balances | 2014-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 0 |
| Total of all active and inactive participants | 2013-08-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
| Total participants | 2013-08-01 | 2 |
| Number of participants with account balances | 2013-08-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
| 2012: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 0 |
| Total of all active and inactive participants | 2012-08-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
| Total participants | 2012-08-01 | 3 |
| Number of participants with account balances | 2012-08-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 0 |
| 2011: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 0 |
| Total of all active and inactive participants | 2011-08-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
| Total participants | 2011-08-01 | 5 |
| Number of participants with account balances | 2011-08-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
| 2010: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-08-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 0 |
| Total of all active and inactive participants | 2010-08-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-08-01 | 0 |
| Total participants | 2010-08-01 | 5 |
| Number of participants with account balances | 2010-08-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-08-01 | 0 |
| 2009: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
| Total of all active and inactive participants | 2009-08-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
| Total participants | 2009-08-01 | 5 |
| Number of participants with account balances | 2009-08-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-07-31 | $0 |
| Total plan liabilities at beginning of year | 2017-07-31 | $0 |
| Total income from all sources | 2017-07-31 | $0 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $30,179 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $30,179 |
| Total plan assets at end of year | 2017-07-31 | $0 |
| Total plan assets at beginning of year | 2017-07-31 | $30,179 |
| Value of fidelity bond covering the plan | 2017-07-31 | $3,018 |
| Other income received | 2017-07-31 | $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 securities | 2017-07-31 | $0 |
| 2016 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-07-31 | $0 |
| Total plan liabilities at beginning of year | 2016-07-31 | $0 |
| Total income from all sources | 2016-07-31 | $-1,286 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $7,866 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $7,866 |
| Total plan assets at end of year | 2016-07-31 | $30,179 |
| Total plan assets at beginning of year | 2016-07-31 | $39,331 |
| Value of fidelity bond covering the plan | 2016-07-31 | $3,934 |
| Other income received | 2016-07-31 | $-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 securities | 2016-07-31 | $27,812 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
| 2015 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-07-31 | $0 |
| Total plan liabilities at beginning of year | 2015-07-31 | $0 |
| Total income from all sources | 2015-07-31 | $-6,604 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $0 |
| Total plan assets at end of year | 2015-07-31 | $39,331 |
| Total plan assets at beginning of year | 2015-07-31 | $45,935 |
| Value of fidelity bond covering the plan | 2015-07-31 | $4,594 |
| Other income received | 2015-07-31 | $-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 securities | 2015-07-31 | $36,964 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
| 2014 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-07-31 | $0 |
| Total plan liabilities at beginning of year | 2014-07-31 | $0 |
| Total income from all sources | 2014-07-31 | $-568 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $5,670 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $5,670 |
| Total plan assets at end of year | 2014-07-31 | $45,935 |
| Total plan assets at beginning of year | 2014-07-31 | $52,173 |
| Value of fidelity bond covering the plan | 2014-07-31 | $5,218 |
| Other income received | 2014-07-31 | $-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 securities | 2014-07-31 | $43,568 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
| 2013 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-07-31 | $0 |
| Total plan liabilities at beginning of year | 2013-07-31 | $0 |
| Total income from all sources | 2013-07-31 | $305 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $22,462 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $22,462 |
| Total plan assets at end of year | 2013-07-31 | $52,173 |
| Total plan assets at beginning of year | 2013-07-31 | $74,330 |
| Value of fidelity bond covering the plan | 2013-07-31 | $5,217 |
| Other income received | 2013-07-31 | $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 securities | 2013-07-31 | $49,307 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
| 2012 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-07-31 | $0 |
| Total plan liabilities at beginning of year | 2012-07-31 | $0 |
| Total income from all sources | 2012-07-31 | $-29,282 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $21,349 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $21,349 |
| Total plan assets at end of year | 2012-07-31 | $74,330 |
| Total plan assets at beginning of year | 2012-07-31 | $124,961 |
| Value of fidelity bond covering the plan | 2012-07-31 | $7,433 |
| Other income received | 2012-07-31 | $-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 securities | 2012-07-31 | $69,992 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
| 2011 : MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-07-31 | $0 |
| Total plan liabilities at beginning of year | 2011-07-31 | $0 |
| Total income from all sources | 2011-07-31 | $-17,308 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $24,236 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $24,236 |
| Total plan assets at end of year | 2011-07-31 | $124,961 |
| Total plan assets at beginning of year | 2011-07-31 | $166,505 |
| Value of fidelity bond covering the plan | 2011-07-31 | $12,496 |
| Other income received | 2011-07-31 | $-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 securities | 2011-07-31 | $119,146 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $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 securities | 2010-07-31 | $0 |
| 2016: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | Yes |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Trust | Yes |
| 2013-08-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Trust | Yes |
| 2012-08-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Submission has been amended | No |
| 2010-08-01 | This submission is the final filing | No |
| 2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-08-01 | Plan is a collectively bargained plan | No |
| 2010-08-01 | Plan funding arrangement – Trust | Yes |
| 2010-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MURRAY & ZUCKERMAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
