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BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 401k Plan overview

Plan NameBANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED
Plan identification number 002

BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED Benefits

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

401k Sponsoring company profile

SAVINGS LEAGUE BASIC RETIREMENT PLAN TRUST FOR MARKO ZUBCIC has sponsored the creation of one or more 401k plans.

Company Name:SAVINGS LEAGUE BASIC RETIREMENT PLAN TRUST FOR MARKO ZUBCIC
Employer identification number (EIN):952841596
NAIC Classification:811120
NAIC Description: Automotive Body, Paint, Interior, and Glass Repair

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01
0022013-01-01RICHARD MARGOLES RICHARD MARGOLES2014-08-01
0022012-01-01RICHARD MARGOLES
0022011-01-01RICHARD MARGOLES
0022009-01-01RICHARD MARGOLES
0022009-01-01RICHARD MARGOLES

Plan Statistics for BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED

401k plan membership statisitcs for BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED

Measure Date Value
2014: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
2012: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED

Measure Date Value
2014 : BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$19,674
Value of total assets at beginning of year2014-12-31$19,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Total income from all sources2014-12-31$8
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$19,674
Total plan assets at beginning of year2014-12-31$19,666
Other income received2014-12-31$8
Net income (gross income less expenses)2014-12-31$8
Net plan assets at end of year (total assets less liabilities)2014-12-31$19,674
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$19,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,674
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$19,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$19,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
2013 : BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$19,666
Value of total assets at beginning of year2013-12-31$19,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$9
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$19,666
Total plan assets at beginning of year2013-12-31$19,657
Other income received2013-12-31$9
Net income (gross income less expenses)2013-12-31$9
Net plan assets at end of year (total assets less liabilities)2013-12-31$19,666
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$19,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,666
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$19,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$19,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$19,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
2012 : BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$11
Value of total assets at end of year2012-12-31$19,657
Value of total assets at beginning of year2012-12-31$19,646
Total interest from all sources2012-12-31$11
Total plan assets at end of year2012-12-31$19,657
Total plan assets at beginning of year2012-12-31$19,646
Net plan assets at end of year (total assets less liabilities)2012-12-31$19,657
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$19,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,657
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$19,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$26
Value of total assets at end of year2011-12-31$19,646
Value of total assets at beginning of year2011-12-31$19,620
Total interest from all sources2011-12-31$26
Total plan assets at end of year2011-12-31$19,646
Total plan assets at beginning of year2011-12-31$19,620
Net plan assets at end of year (total assets less liabilities)2011-12-31$19,646
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$19,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$26
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,646
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$19,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$19,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
2010 : BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$97
Value of total assets at end of year2010-12-31$19,620
Value of total assets at beginning of year2010-12-31$19,523
Total interest from all sources2010-12-31$97
Total plan assets at end of year2010-12-31$19,620
Total plan assets at beginning of year2010-12-31$19,523
Net plan assets at end of year (total assets less liabilities)2010-12-31$19,620
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$19,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$97
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,620
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$19,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$97
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
2009 : BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0

Form 5500 Responses for BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED

2014: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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
2013: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BANK OF AMERICA PROFIT SHARING PLAN FOR MARKO ZUBCIC SELF EMPLOYED 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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