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LAW OFFICE OF FREDERICK L. ZIEVERS LLC 401k Plan overview

Plan NameLAW OFFICE OF FREDERICK L. ZIEVERS LLC
Plan identification number 001

LAW OFFICE OF FREDERICK L. ZIEVERS LLC 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.
  • 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

LAW OFFICE OF FREDERICK L. ZIEVERS LLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF FREDERICK L. ZIEVERS LLC
Employer identification number (EIN):464875144
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF FREDERICK L. ZIEVERS LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01FREDERICK ZIEVERS2020-06-02
0012018-01-01FREDERICK ZIEVERS
0012017-01-01FREDERICK ZIEVERS
0012016-01-01FREDERICK ZIEVERS
0012015-01-01FREDERICK ZIEVERS
0012014-01-01FREDERICK ZIEVERS

Plan Statistics for LAW OFFICE OF FREDERICK L. ZIEVERS LLC

401k plan membership statisitcs for LAW OFFICE OF FREDERICK L. ZIEVERS LLC

Measure Date Value
2018: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on LAW OFFICE OF FREDERICK L. ZIEVERS LLC

Measure Date Value
2018 : LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2018 401k financial data
Total income from all sources2018-12-31$22,917
Expenses. Total of all expenses incurred2018-12-31$45
Total plan assets at end of year2018-12-31$676,402
Total plan assets at beginning of year2018-12-31$653,530
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$27,250
Other income received2018-12-31$-8,413
Net income (gross income less expenses)2018-12-31$22,872
Net plan assets at end of year (total assets less liabilities)2018-12-31$676,402
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$653,530
Assets. Value of participant loans2018-12-31$2,073
Total contributions received or receivable from employer(s)2018-12-31$4,080
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2017 401k financial data
Total income from all sources2017-12-31$52,489
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$653,530
Total plan assets at beginning of year2017-12-31$601,041
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$27,250
Other income received2017-12-31$21,724
Net income (gross income less expenses)2017-12-31$52,489
Net plan assets at end of year (total assets less liabilities)2017-12-31$653,530
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$601,041
Total contributions received or receivable from employer(s)2017-12-31$3,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2016 401k financial data
Total income from all sources2016-12-31$34,500
Expenses. Total of all expenses incurred2016-12-31$59,777
Benefits paid (including direct rollovers)2016-12-31$59,752
Total plan assets at end of year2016-12-31$601,041
Total plan assets at beginning of year2016-12-31$626,318
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$21,510
Other income received2016-12-31$10,013
Net income (gross income less expenses)2016-12-31$-25,277
Net plan assets at end of year (total assets less liabilities)2016-12-31$601,041
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$626,318
Total contributions received or receivable from employer(s)2016-12-31$2,977
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2015 401k financial data
Total income from all sources2015-12-31$23,216
Expenses. Total of all expenses incurred2015-12-31$77
Benefits paid (including direct rollovers)2015-12-31$52
Total plan assets at end of year2015-12-31$626,318
Total plan assets at beginning of year2015-12-31$603,179
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$19,144
Other income received2015-12-31$722
Net income (gross income less expenses)2015-12-31$23,139
Net plan assets at end of year (total assets less liabilities)2015-12-31$626,318
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$603,179
Total contributions received or receivable from employer(s)2015-12-31$3,350
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2014 401k financial data
Total income from all sources2014-12-31$56,905
Expenses. Total of all expenses incurred2014-12-31$212,784
Benefits paid (including direct rollovers)2014-12-31$212,784
Total plan assets at end of year2014-12-31$603,179
Total plan assets at beginning of year2014-12-31$759,058
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$22,962
Other income received2014-12-31$29,982
Net income (gross income less expenses)2014-12-31$-155,879
Net plan assets at end of year (total assets less liabilities)2014-12-31$603,179
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$759,058
Assets. Value of participant loans2014-12-31$2,073
Total contributions received or receivable from employer(s)2014-12-31$3,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for LAW OFFICE OF FREDERICK L. ZIEVERS LLC

2018: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICE OF FREDERICK L. ZIEVERS LLC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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