401k Plan data: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN plan

TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan Name	TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN
Plan identification number	001

TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
Profit-sharing
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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION

Employer identification number (EIN): 954741412

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1999-02-08

Company Identification Number: C2101910

Legal Registered Office Address: 21731 Ventura Blvd Ste 180

Woodland Hills
United States of America (USA)
91364

More information about TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 MICHELE ZINMAN 2021-07-15
001 2019-01-01 MICHELE ZINMAN 2020-05-22
001 2018-01-01 MICHELE ZINMAN 2019-10-02
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 PAUL HARDER
001 2011-01-01 PAUL HARDER 2012-10-15
001 2010-01-01 PAUL HARDER 2011-10-15

Plan Statistics for TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN

Measure Date Value
2020: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 13
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 13
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2020: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	13
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	13
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN

Measure	Date	Value
2020 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-445,646
Expenses. Total of all expenses incurred	2020-12-31	$2,798,264
Benefits paid (including direct rollovers)	2020-12-31	$2,796,074
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$3,243,910
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-445,646
Net income (gross income less expenses)	2020-12-31	$-3,243,910
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,243,910
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$475,457
Expenses. Total of all expenses incurred	2019-12-31	$24,935
Benefits paid (including direct rollovers)	2019-12-31	$23,000
Total plan assets at end of year	2019-12-31	$3,243,910
Total plan assets at beginning of year	2019-12-31	$2,793,388
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$475,457
Net income (gross income less expenses)	2019-12-31	$450,522
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,243,910
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,793,388
Assets. Value of participant loans	2019-12-31	$625
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$54,575
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-108,668
Expenses. Total of all expenses incurred	2018-12-31	$14,035
Benefits paid (including direct rollovers)	2018-12-31	$12,075
Total plan assets at end of year	2018-12-31	$2,793,388
Total plan assets at beginning of year	2018-12-31	$2,916,091
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-108,668
Net income (gross income less expenses)	2018-12-31	$-122,703
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,793,388
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,916,091
Assets. Value of participant loans	2018-12-31	$595
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$151,444
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$376,427
Expenses. Total of all expenses incurred	2017-12-31	$41,465
Benefits paid (including direct rollovers)	2017-12-31	$37,505
Total plan assets at end of year	2017-12-31	$2,916,091
Total plan assets at beginning of year	2017-12-31	$2,581,129
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$376,427
Net income (gross income less expenses)	2017-12-31	$334,962
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,916,091
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,581,129
Assets. Value of participant loans	2017-12-31	$565
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$153,330
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$455,267
Expenses. Total of all expenses incurred	2016-12-31	$1,667
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,581,129
Total plan assets at beginning of year	2016-12-31	$2,127,529
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$455,267
Net income (gross income less expenses)	2016-12-31	$453,600
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,581,129
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,127,529
Assets. Value of participant loans	2016-12-31	$537
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$156,406
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$14,514
Expenses. Total of all expenses incurred	2015-12-31	$84
Total plan assets at end of year	2015-12-31	$2,064,746
Total plan assets at beginning of year	2015-12-31	$2,050,316
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$19,751
Expenses. Other expenses not covered elsewhere	2015-12-31	$84
Other income received	2015-12-31	$-9,744
Net income (gross income less expenses)	2015-12-31	$14,430
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,064,746
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,050,316
Assets. Value of participant loans	2015-12-31	$516
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$110,000
Total contributions received or receivable from employer(s)	2015-12-31	$4,507
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$141,004
Expenses. Total of all expenses incurred	2014-12-31	$2,964
Total plan assets at end of year	2014-12-31	$2,050,315
Total plan assets at beginning of year	2014-12-31	$1,912,275
Value of fidelity bond covering the plan	2014-12-31	$195,000
Total contributions received or receivable from participants	2014-12-31	$43,899
Expenses. Other expenses not covered elsewhere	2014-12-31	$303
Other income received	2014-12-31	$49,861
Net income (gross income less expenses)	2014-12-31	$138,040
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,050,315
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,912,275
Assets. Value of participant loans	2014-12-31	$7,130
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$175,183
Total contributions received or receivable from employer(s)	2014-12-31	$47,244
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,661
2013 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$417,492
Expenses. Total of all expenses incurred	2013-12-31	$2,151
Benefits paid (including direct rollovers)	2013-12-31	$1,779
Total plan assets at end of year	2013-12-31	$1,912,275
Total plan assets at beginning of year	2013-12-31	$1,496,934
Value of fidelity bond covering the plan	2013-12-31	$195,000
Total contributions received or receivable from participants	2013-12-31	$46,800
Expenses. Other expenses not covered elsewhere	2013-12-31	$372
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$294,082
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$415,341
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,912,275
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,496,934
Assets. Value of participant loans	2013-12-31	$8,654
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$200,000
Total contributions received or receivable from employer(s)	2013-12-31	$76,610
2012 : TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$237,789
Expenses. Total of all expenses incurred	2012-12-31	$3,556
Benefits paid (including direct rollovers)	2012-12-31	$3,044
Total plan assets at end of year	2012-12-31	$1,496,934
Total plan assets at beginning of year	2012-12-31	$1,262,701
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$43,800
Expenses. Other expenses not covered elsewhere	2012-12-31	$512
Other income received	2012-12-31	$117,835
Net income (gross income less expenses)	2012-12-31	$234,233
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,496,934
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,262,701
Assets. Value of participant loans	2012-12-31	$8,654
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$200,000
Total contributions received or receivable from employer(s)	2012-12-31	$76,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN

2020: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION, PROFIT SHARING/401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TERRANCE F. ZINMAN AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):	954741412
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1999-02-08
Company Identification Number:	C2101910
Legal Registered Office Address:	21731 Ventura Blvd Ste 180 Woodland Hills United States of America (USA) 91364

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	MICHELE ZINMAN	2021-07-15
001	2019-01-01	MICHELE ZINMAN	2020-05-22
001	2018-01-01	MICHELE ZINMAN	2019-10-02
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	PAUL HARDER
001	2011-01-01	PAUL HARDER	2012-10-15
001	2010-01-01	PAUL HARDER	2011-10-15