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EMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC. 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ZACK ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZACK ENTERPRISES, INC.
Employer identification number (EIN):593576560
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT ZACCARIA2024-07-31
0012022-01-01SCOTT ZACCARIA2023-07-24
0012022-01-01SCOTT ZACCARIA2023-11-10
0012021-01-01SCOTT ZACCARIA2022-04-12
0012020-01-01SCOTT ZACCARIA2021-07-08
0012019-01-01SCOTT ZACCARIA2020-07-21
0012018-01-01SCOTT ZACCARIA2019-09-12
0012017-01-01SCOTT P ZACCARIA2018-07-03 SCOTT P ZACCARIA2018-07-03
0012016-01-01SCOTT P ZACCARIA2017-07-24 SCOTT P ZACCARIA2017-07-24
0012015-01-01SCOTT ZACCARIA2016-07-26 SCOTT ZACCCARIA2016-07-26
0012014-01-01SCOTT ZACCARIA2015-06-22 SCOTT ZACCCARIA2015-06-22
0012013-01-01SCOTT ZACCARIA2014-06-10 SCOTT ZACCARIA2014-06-10
0012012-01-01SCOTT ZACCARIA2013-06-27 SCOTT ZACCARIA2013-06-27
0012011-01-01SCOTT ZACCARIA2012-06-05 SCOTT ZACCARIA2012-06-05
0012010-01-01SCOTT ZACCARIA2011-06-27

Financial Data on EMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3128122
Net assets as of the end of the plan year2025-07-31325014
Total assets as of the beginning of the plan year2025-07-31279976
Value of plan covered by a fidelity bond2025-07-3150000
Participant contributions to plan in this plan year2025-07-319219
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3160466
Plan net income in this plan year2025-07-3145038
Net assets as of the end of the plan year2025-07-31325014
Net assets as of the beginning of the plan year2025-07-31279976
Employer contributions to plan in this plan year2025-07-313475
Fees paid to broker by Benefit Provider2025-07-3118
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-310
2024 : EMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3124800
Net assets as of the end of the plan year2024-07-31279976
Total assets as of the beginning of the plan year2024-07-31249612
Value of plan covered by a fidelity bond2024-07-3150000
Participant contributions to plan in this plan year2024-07-317737
Value of participant loans at end of plan year2024-07-314000
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3144537
Plan net income in this plan year2024-07-3130364
Net assets as of the end of the plan year2024-07-31279976
Net assets as of the beginning of the plan year2024-07-31249612
Employer contributions to plan in this plan year2024-07-312890
Fees paid to broker by Benefit Provider2024-07-3122
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-310
2022 : EMPLOYEE BENEFIT PLAN OF ZACK ENTERPRISES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-120
Total liabilities as of the end of the plan year2022-04-120
Total liabilities as of the beginning of the plan year2022-04-120
Total expenses incurred by plan in this plan year2022-04-120
Net assets as of the end of the plan year2022-04-12325983
Total assets as of the beginning of the plan year2022-04-12253969
Value of plan covered by a fidelity bond2022-04-1250000
Participant contributions to plan in this plan year2022-04-128356
Other expenses paid from plan in this plan year2022-04-120
Other contributions to plan in this plan year2022-04-120
Other income to plan in this plan year2022-04-1260746
Plan net income in this plan year2022-04-1272014
Net assets as of the end of the plan year2022-04-12325983
Net assets as of the beginning of the plan year2022-04-12253969
Employer contributions to plan in this plan year2022-04-122912
Fees paid to broker by Benefit Provider2022-04-1245

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