| Plan Name | CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | I. RAY ZIMMERMAN, INC. |
| Employer identification number (EIN): | 232986008 |
| NAIC Classification: | 238210 |
| NAIC Description: | Electrical Contractors and Other Wiring Installation Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | DAVID R ZIMMERMAN | 2023-10-05 | DAVID R ZIMMERMAN | 2023-10-05 |
| 001 | 2020-01-01 | DAVID R ZIMMERMAN | 2021-09-20 | DAVID R ZIMMERMAN | 2021-09-20 |
| 001 | 2019-01-01 | DAVID R ZIMMERMAN | 2020-09-24 | DAVID R ZIMMERMAN | 2020-09-24 |
| 001 | 2018-01-01 | DAVID R ZIMMERMAN | 2019-09-16 | DAVID R ZIMMERMAN | 2019-09-16 |
| 001 | 2017-01-01 | DAVID R ZIMMERMAN | 2018-10-08 | DAVID R ZIMMERMAN | 2018-10-08 |
| 001 | 2016-01-01 | DAVID R ZIMMERMAN | 2017-09-25 | DAVID R ZIMMERMAN | 2017-09-25 |
| 001 | 2015-01-01 | DAVID R ZIMMERMAN | 2016-06-17 | DAVID R ZIMMERMAN | 2016-06-17 |
| 001 | 2014-01-01 | DAVID R ZIMMERMAN | 2015-09-24 | DAVID R ZIMMERMAN | 2015-09-24 |
| 001 | 2013-01-01 | DAVE ZIMMERMAN | 2014-06-20 | DAVE ZIMMERMAN | 2014-06-20 |
| 001 | 2012-01-01 | DAVE ZIMMERMAN | 2013-07-01 | ||
| 001 | 2011-01-01 | DAVE ZIMMERMAN | 2012-07-20 | ||
| 001 | 2010-01-01 | DAVE ZIMMERMAN | 2011-06-29 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-14 | 6109 |
| Net assets as of the end of the plan year | 2025-07-14 | 1745810 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 1594005 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 19745 |
| Value of participant loans at end of plan year | 2025-07-14 | 96603 |
| Other income to plan in this plan year | 2025-07-14 | 112485 |
| Plan net income in this plan year | 2025-07-14 | 151805 |
| Net assets as of the end of the plan year | 2025-07-14 | 1745810 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 1594005 |
| Employer contributions to plan in this plan year | 2025-07-14 | 25684 |