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Plan Name | THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE RHODEN-ZAHLER INSURANCE GROUP, INC. |
Employer identification number (EIN): | 471077612 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about THE RHODEN-ZAHLER INSURANCE GROUP, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2014-06-06 |
Company Identification Number: | P14000050009 |
Legal Registered Office Address: |
1830 ATLANTIC BOULEVARD JACKSONVILLE 32207 |
More information about THE RHODEN-ZAHLER INSURANCE GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | JONATHAN ZAHLER | |||
001 | 2015-01-01 | JONATHAN ZAHLER | |||
001 | 2014-06-06 | JONATHAN ZAHLER |
Measure | Date | Value |
---|---|---|
2016: THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-06 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-06 | 2 |
Number of retired or separated participants receiving benefits | 2014-06-06 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-06-06 | 0 |
Total of all active and inactive participants | 2014-06-06 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-06 | 0 |
Total participants | 2014-06-06 | 2 |
Number of participants with account balances | 2014-06-06 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-06 | 0 |
Measure | Date | Value |
---|---|---|
2016 : THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $-1 |
Expenses. Total of all expenses incurred | 2016-12-31 | $781 |
Benefits paid (including direct rollovers) | 2016-12-31 | $701 |
Total plan assets at end of year | 2016-12-31 | $0 |
Total plan assets at beginning of year | 2016-12-31 | $782 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $80 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $-1 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-782 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $782 |
Assets. Value of employer securities | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-83,999 |
Expenses. Total of all expenses incurred | 2015-12-31 | $110 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $782 |
Total plan assets at beginning of year | 2015-12-31 | $84,891 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $110 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $85,000 |
Other income received | 2015-12-31 | $-168,999 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-84,109 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $782 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $84,891 |
Assets. Value of employer securities | 2015-12-31 | $1 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $85,001 |
Expenses. Total of all expenses incurred | 2014-12-31 | $110 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $84,891 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $110 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $85,001 |
Other income received | 2014-12-31 | $0 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $84,891 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $84,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Assets. Value of employer securities | 2014-12-31 | $84,500 |
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 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2016: THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE RHODEN-ZAHLER INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-06-06 | Type of plan entity | Single employer plan |
2014-06-06 | First time form 5500 has been submitted | Yes |
2014-06-06 | Submission has been amended | No |
2014-06-06 | This submission is the final filing | No |
2014-06-06 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-06-06 | Plan is a collectively bargained plan | No |
2014-06-06 | Plan funding arrangement – Trust | Yes |
2014-06-06 | Plan benefit arrangement - Trust | Yes |