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PROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A. 401k Plan overview

Plan NamePROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A.
Plan identification number 001

PROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

ZACHARY & SEGRAVES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ZACHARY & SEGRAVES, P.A.
Employer identification number (EIN):581111998
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM ZACHARY2015-04-30
0012013-01-01WILLIAM ZACHARY2014-03-31
0012012-01-01WILLIAM ZACHARY2013-03-06
0012011-01-01WILLIAM ZACHARY2012-03-19
0012010-01-01WILLIAM ZACHARY2011-04-05

Financial Data on PROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A.

Measure Date Value
2025 : PROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-05222359
Net assets as of the end of the plan year2025-06-055342258
Total assets as of the beginning of the plan year2025-06-054870417
Value of plan covered by a fidelity bond2025-06-05500000
Other expenses paid from plan in this plan year2025-06-0514827
Other income to plan in this plan year2025-06-05626200
Plan net income in this plan year2025-06-05471841
Net assets as of the end of the plan year2025-06-055342258
Net assets as of the beginning of the plan year2025-06-054870417
Employer contributions to plan in this plan year2025-06-0568000
2024 : PROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-23168092
Net assets as of the end of the plan year2024-07-234870417
Total assets as of the beginning of the plan year2024-07-234607369
Value of plan covered by a fidelity bond2024-07-23500000
Value of participant loans at end of plan year2024-07-230
Other expenses paid from plan in this plan year2024-07-2313693
Other income to plan in this plan year2024-07-23308140
Plan net income in this plan year2024-07-23263048
Net assets as of the end of the plan year2024-07-234870417
Net assets as of the beginning of the plan year2024-07-234607369
Employer contributions to plan in this plan year2024-07-23123000
2022 : PROFIT SHARING PLAN FOR THE EMPLOYEES OF ZACHARY & SEGRAVES, P.A. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-08150531
Net assets as of the end of the plan year2022-03-084919167
Total assets as of the beginning of the plan year2022-03-084174679
Value of plan covered by a fidelity bond2022-03-08417500
Other expenses paid from plan in this plan year2022-03-0812970
Other income to plan in this plan year2022-03-08837019
Plan net income in this plan year2022-03-08744488
Net assets as of the end of the plan year2022-03-084919167
Net assets as of the beginning of the plan year2022-03-084174679
Employer contributions to plan in this plan year2022-03-0858000

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