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ZWICKER & ASSOCIATES, P.C 401K PLAN 401k Plan overview

Plan NameZWICKER & ASSOCIATES, P.C 401K PLAN
Plan identification number 001

ZWICKER & ASSOCIATES, P.C 401K PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ZWICKER & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ZWICKER & ASSOCIATES, P.C.
Employer identification number (EIN):043131560
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZWICKER & ASSOCIATES, P.C 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER BURK
0012016-01-01PAUL ZWICKER
0012015-01-01PATRICIA SANDERS
0012015-01-01PATRICIA SANDERS
0012014-01-01PAUL W. ZWICKER
0012013-01-01LIANA COLBERT PAUL ZWICKER2014-10-06
0012012-01-01PAUL W ZWICKER PAUL W ZWICKER2013-10-11
0012011-01-01PAUL W ZWICKER
0012010-01-01PAUL ZWICKER
0012009-01-01PAUL ZWICKER

Plan Statistics for ZWICKER & ASSOCIATES, P.C 401K PLAN

401k plan membership statisitcs for ZWICKER & ASSOCIATES, P.C 401K PLAN

Measure Date Value
2022: ZWICKER & ASSOCIATES, P.C 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01851
Total number of active participants reported on line 7a of the Form 55002022-01-01852
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01113
Total of all active and inactive participants2022-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01965
Number of participants with account balances2022-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: ZWICKER & ASSOCIATES, P.C 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01836
Total number of active participants reported on line 7a of the Form 55002021-01-01712
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01805
Number of participants with account balances2021-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0190
2020: ZWICKER & ASSOCIATES, P.C 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01816
Total number of active participants reported on line 7a of the Form 55002020-01-01742
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01810
Number of participants with account balances2020-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0165
2019: ZWICKER & ASSOCIATES, P.C 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01711
Total number of active participants reported on line 7a of the Form 55002019-01-01717
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01768
Number of participants with account balances2019-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: ZWICKER & ASSOCIATES, P.C 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01665
Total number of active participants reported on line 7a of the Form 55002018-01-01617
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01691
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: ZWICKER & ASSOCIATES, P.C 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01616
Total number of active participants reported on line 7a of the Form 55002017-01-01652
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01701
Number of participants with account balances2017-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: ZWICKER & ASSOCIATES, P.C 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01704
Total number of active participants reported on line 7a of the Form 55002016-01-01739
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01781
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: ZWICKER & ASSOCIATES, P.C 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01573
Total number of active participants reported on line 7a of the Form 55002015-01-01542
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01592
Number of participants with account balances2015-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: ZWICKER & ASSOCIATES, P.C 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01629
Total number of active participants reported on line 7a of the Form 55002014-01-01504
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01550
Number of participants with account balances2014-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: ZWICKER & ASSOCIATES, P.C 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01681
Total number of active participants reported on line 7a of the Form 55002013-01-01569
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01612
Number of participants with account balances2013-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: ZWICKER & ASSOCIATES, P.C 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01755
Total number of active participants reported on line 7a of the Form 55002012-01-01645
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01681
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: ZWICKER & ASSOCIATES, P.C 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01719
Total number of active participants reported on line 7a of the Form 55002011-01-01729
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01755
Number of participants with account balances2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: ZWICKER & ASSOCIATES, P.C 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01508
Total number of active participants reported on line 7a of the Form 55002010-01-01696
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01719
Number of participants with account balances2010-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: ZWICKER & ASSOCIATES, P.C 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01411
Total number of active participants reported on line 7a of the Form 55002009-01-01492
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01508
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on ZWICKER & ASSOCIATES, P.C 401K PLAN

Measure Date Value
2022 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-729,509
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,468,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,423,089
Expenses. Certain deemed distributions of participant loans2022-12-31$11,964
Value of total corrective distributions2022-12-31$20,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,104,078
Value of total assets at end of year2022-12-31$14,471,326
Value of total assets at beginning of year2022-12-31$17,669,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,347
Total interest from all sources2022-12-31$42,733
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$250,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$250,406
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,871,574
Participant contributions at end of year2022-12-31$306,538
Participant contributions at beginning of year2022-12-31$384,649
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,240
Other income not declared elsewhere2022-12-31$34
Administrative expenses (other) incurred2022-12-31$13,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,198,221
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,471,326
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,669,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,291,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,817,867
Interest on participant loans2022-12-31$22,321
Value of interest in common/collective trusts at end of year2022-12-31$4,897,572
Value of interest in common/collective trusts at beginning of year2022-12-31$6,003,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,975,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,463,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,463,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$20,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,057,613
Net investment gain or loss from common/collective trusts2022-12-31$-1,069,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$193,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,423,089
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA P.C.
Accountancy firm EIN2022-12-31135381590
2021 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,557,674
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,698,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,604,897
Expenses. Certain deemed distributions of participant loans2021-12-31$19,439
Value of total corrective distributions2021-12-31$63,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,409,441
Value of total assets at end of year2021-12-31$17,669,547
Value of total assets at beginning of year2021-12-31$14,810,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,953
Total interest from all sources2021-12-31$22,026
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,219,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,219,598
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,941,025
Participant contributions at end of year2021-12-31$384,649
Participant contributions at beginning of year2021-12-31$346,304
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$231,177
Other income not declared elsewhere2021-12-31$6
Administrative expenses (other) incurred2021-12-31$10,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,859,002
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,669,547
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,810,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,817,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,592,215
Interest on participant loans2021-12-31$21,974
Value of interest in common/collective trusts at end of year2021-12-31$6,003,122
Value of interest in common/collective trusts at beginning of year2021-12-31$4,695,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,463,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,176,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,176,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-33,272
Net investment gain or loss from common/collective trusts2021-12-31$939,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$237,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,604,897
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,029,507
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$829,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$801,381
Expenses. Certain deemed distributions of participant loans2020-12-31$4,294
Value of total corrective distributions2020-12-31$15,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,808,784
Value of total assets at end of year2020-12-31$14,810,545
Value of total assets at beginning of year2020-12-31$11,610,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,932
Total interest from all sources2020-12-31$19,906
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$435,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$435,565
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,486,652
Participant contributions at end of year2020-12-31$346,304
Participant contributions at beginning of year2020-12-31$187,335
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$143,044
Administrative expenses (other) incurred2020-12-31$7,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,200,274
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,810,545
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,610,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,592,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,805,376
Interest on participant loans2020-12-31$18,168
Value of interest in common/collective trusts at end of year2020-12-31$4,695,418
Value of interest in common/collective trusts at beginning of year2020-12-31$3,677,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,176,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$940,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$940,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,165,372
Net investment gain or loss from common/collective trusts2020-12-31$599,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$179,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$801,381
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,015,282
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$459,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$440,362
Expenses. Certain deemed distributions of participant loans2019-12-31$3,051
Value of total corrective distributions2019-12-31$6,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,970,728
Value of total assets at end of year2019-12-31$11,610,271
Value of total assets at beginning of year2019-12-31$8,054,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,394
Total interest from all sources2019-12-31$24,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$513,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$513,549
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,362,770
Participant contributions at end of year2019-12-31$187,335
Participant contributions at beginning of year2019-12-31$194,648
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$445,287
Other income not declared elsewhere2019-12-31$425
Administrative expenses (other) incurred2019-12-31$9,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,555,593
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,610,271
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,054,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,805,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,961,963
Interest on participant loans2019-12-31$13,934
Value of interest in common/collective trusts at end of year2019-12-31$3,677,334
Value of interest in common/collective trusts at beginning of year2019-12-31$2,448,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$940,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$449,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$449,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$840,510
Net investment gain or loss from common/collective trusts2019-12-31$665,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$162,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$440,362
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,368,359
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$576,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$504,457
Expenses. Certain deemed distributions of participant loans2018-12-31$3,532
Value of total corrective distributions2018-12-31$64,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,893,304
Value of total assets at end of year2018-12-31$8,054,678
Value of total assets at beginning of year2018-12-31$7,262,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,190
Total interest from all sources2018-12-31$16,345
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$421,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$421,363
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,071,634
Participant contributions at end of year2018-12-31$194,648
Participant contributions at beginning of year2018-12-31$156,287
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$681,405
Other income not declared elsewhere2018-12-31$44
Administrative expenses (other) incurred2018-12-31$4,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$792,011
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,054,678
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,262,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,961,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,289,592
Interest on participant loans2018-12-31$11,771
Value of interest in common/collective trusts at end of year2018-12-31$2,448,800
Value of interest in common/collective trusts at beginning of year2018-12-31$2,508,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$449,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$308,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$308,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-764,103
Net investment gain or loss from common/collective trusts2018-12-31$-198,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$140,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$504,457
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,092,843
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$707,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$642,932
Expenses. Certain deemed distributions of participant loans2017-12-31$9,413
Value of total corrective distributions2017-12-31$50,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,071,429
Value of total assets at end of year2017-12-31$7,262,667
Value of total assets at beginning of year2017-12-31$5,877,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,500
Total interest from all sources2017-12-31$11,471
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$276,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$276,096
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$901,278
Participant contributions at end of year2017-12-31$156,287
Participant contributions at beginning of year2017-12-31$171,647
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,705
Other income not declared elsewhere2017-12-31$237
Administrative expenses (other) incurred2017-12-31$4,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,385,093
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,262,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,877,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,289,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,391,273
Interest on participant loans2017-12-31$10,912
Value of interest in common/collective trusts at end of year2017-12-31$2,508,334
Value of interest in common/collective trusts at beginning of year2017-12-31$2,061,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$308,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$252,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$252,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$395,387
Net investment gain or loss from common/collective trusts2017-12-31$338,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$113,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$642,932
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,360,726
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$734,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$674,196
Expenses. Certain deemed distributions of participant loans2016-12-31$29,526
Value of total corrective distributions2016-12-31$26,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$917,941
Value of total assets at end of year2016-12-31$5,877,574
Value of total assets at beginning of year2016-12-31$5,251,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,028
Total interest from all sources2016-12-31$10,765
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$125,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$125,911
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$744,739
Participant contributions at end of year2016-12-31$171,647
Participant contributions at beginning of year2016-12-31$179,278
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$82,080
Other income not declared elsewhere2016-12-31$10
Administrative expenses (other) incurred2016-12-31$5,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$625,942
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,877,574
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,251,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,391,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,130,506
Interest on participant loans2016-12-31$10,763
Value of interest in common/collective trusts at end of year2016-12-31$2,061,830
Value of interest in common/collective trusts at beginning of year2016-12-31$1,726,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$252,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$215,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$215,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$90,435
Net investment gain or loss from common/collective trusts2016-12-31$215,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$91,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$674,196
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$716,004
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$343,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$240,470
Expenses. Certain deemed distributions of participant loans2015-12-31$21,965
Value of total corrective distributions2015-12-31$77,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$795,708
Value of total assets at end of year2015-12-31$5,251,632
Value of total assets at beginning of year2015-12-31$4,878,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,206
Total interest from all sources2015-12-31$10,344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$237,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$237,664
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$706,017
Participant contributions at end of year2015-12-31$179,278
Participant contributions at beginning of year2015-12-31$160,093
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$558
Other income not declared elsewhere2015-12-31$34
Administrative expenses (other) incurred2015-12-31$3,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$372,932
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,251,632
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,878,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,130,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,915,031
Interest on participant loans2015-12-31$10,344
Value of interest in common/collective trusts at end of year2015-12-31$1,726,525
Value of interest in common/collective trusts at beginning of year2015-12-31$1,577,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$215,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$226,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$226,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-310,993
Net investment gain or loss from common/collective trusts2015-12-31$-16,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$89,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$240,470
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA,LLP
Accountancy firm EIN2015-12-31135381590
2014 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$1,041,739
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$632,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$525,431
Expenses. Certain deemed distributions of participant loans2014-12-31$23,203
Value of total corrective distributions2014-12-31$78,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$755,917
Value of total assets at end of year2014-12-31$4,878,700
Value of total assets at beginning of year2014-12-31$4,469,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,500
Total interest from all sources2014-12-31$10,235
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$241,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$241,610
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$447,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$643,537
Participant contributions at end of year2014-12-31$160,093
Participant contributions at beginning of year2014-12-31$158,512
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,236
Other income not declared elsewhere2014-12-31$56
Administrative expenses (other) incurred2014-12-31$5,500
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$409,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,878,700
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,469,508
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 in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,915,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,687,572
Interest on participant loans2014-12-31$10,235
Value of interest in common/collective trusts at end of year2014-12-31$1,577,384
Value of interest in common/collective trusts at beginning of year2014-12-31$1,434,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$226,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$188,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$188,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-89,755
Net investment gain or loss from common/collective trusts2014-12-31$123,676
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
Contributions received in cash from employer2014-12-31$76,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$525,431
Did the plan have assets held for investment2014-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COLES & BODOIN, LLP
Accountancy firm EIN2014-12-31042620388
2013 : ZWICKER & ASSOCIATES, P.C 401K PLAN 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$1,504,557
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$529,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$422,754
Expenses. Certain deemed distributions of participant loans2013-12-31$16,353
Value of total corrective distributions2013-12-31$84,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$754,740
Value of total assets at end of year2013-12-31$4,469,508
Value of total assets at beginning of year2013-12-31$3,494,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,247
Total interest from all sources2013-12-31$11,361
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$134,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$134,877
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
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
Contributions received from participants2013-12-31$650,607
Participant contributions at end of year2013-12-31$158,512
Participant contributions at beginning of year2013-12-31$205,685
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,785
Other income not declared elsewhere2013-12-31$11
Administrative expenses (other) incurred2013-12-31$6,247
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$975,163
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,469,508
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,494,345
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,687,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,033,017
Interest on participant loans2013-12-31$11,357
Value of interest in common/collective trusts at end of year2013-12-31$1,434,429
Value of interest in common/collective trusts at beginning of year2013-12-31$1,065,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$188,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$190,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$190,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$333,835
Net investment gain or loss from common/collective trusts2013-12-31$269,733
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
Contributions received in cash from employer2013-12-31$84,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$422,754
Did the plan have assets held for investment2013-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COLES & BODOIN, LLP
Accountancy firm EIN2013-12-31042620388
2012 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,315,535
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$231,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$128,723
Expenses. Certain deemed distributions of participant loans2012-12-31$1,713
Value of total corrective distributions2012-12-31$94,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$977,956
Value of total assets at end of year2012-12-31$3,494,345
Value of total assets at beginning of year2012-12-31$2,410,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,469
Total interest from all sources2012-12-31$9,554
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$67,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$67,405
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$242,000
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
Contributions received from participants2012-12-31$609,240
Participant contributions at end of year2012-12-31$205,685
Participant contributions at beginning of year2012-12-31$144,292
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$288,560
Other income not declared elsewhere2012-12-31$10
Administrative expenses (other) incurred2012-12-31$6,469
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$1,084,065
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,494,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,410,280
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 in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,033,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,360,028
Interest on participant loans2012-12-31$9,554
Value of interest in common/collective trusts at end of year2012-12-31$1,065,094
Value of interest in common/collective trusts at beginning of year2012-12-31$770,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$190,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$135,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$135,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$147,049
Net investment gain or loss from common/collective trusts2012-12-31$113,561
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
Contributions received in cash from employer2012-12-31$80,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$128,723
Did the plan have assets held for investment2012-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COLES & BODOIN, LLP
Accountancy firm EIN2012-12-31042620388
2011 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$598,907
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$581,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$483,036
Expenses. Certain deemed distributions of participant loans2011-12-31$14,364
Value of total corrective distributions2011-12-31$78,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$640,942
Value of total assets at end of year2011-12-31$2,410,280
Value of total assets at beginning of year2011-12-31$2,392,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,150
Total interest from all sources2011-12-31$9,091
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$34,550
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$240,000
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
Contributions received from participants2011-12-31$521,804
Participant contributions at end of year2011-12-31$144,292
Participant contributions at beginning of year2011-12-31$137,545
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,241
Other income not declared elsewhere2011-12-31$16
Administrative expenses (other) incurred2011-12-31$5,150
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$17,848
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,410,280
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,392,432
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,360,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,372,012
Interest on participant loans2011-12-31$9,091
Value of interest in common/collective trusts at end of year2011-12-31$770,135
Value of interest in common/collective trusts at beginning of year2011-12-31$754,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$135,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$128,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$128,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-86,501
Net investment gain or loss from common/collective trusts2011-12-31$809
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
Contributions received in cash from employer2011-12-31$64,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$483,036
Did the plan have assets held for investment2011-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COLES & BODOIN, LLP
Accountancy firm EIN2011-12-31042620388
2010 : ZWICKER & ASSOCIATES, P.C 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$832,045
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$262,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$204,406
Expenses. Certain deemed distributions of participant loans2010-12-31$653
Value of total corrective distributions2010-12-31$53,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$548,949
Value of total assets at end of year2010-12-31$2,392,432
Value of total assets at beginning of year2010-12-31$1,822,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,400
Total interest from all sources2010-12-31$9,458
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,478
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$183,000
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
Contributions received from participants2010-12-31$462,977
Participant contributions at end of year2010-12-31$137,545
Participant contributions at beginning of year2010-12-31$157,137
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,201
Other income not declared elsewhere2010-12-31$10,279
Administrative expenses (other) incurred2010-12-31$3,400
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$569,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,392,432
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,822,527
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 in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,372,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,026,907
Interest on participant loans2010-12-31$9,458
Value of interest in common/collective trusts at end of year2010-12-31$754,276
Value of interest in common/collective trusts at beginning of year2010-12-31$540,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$128,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$98,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$98,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$137,928
Net investment gain or loss from common/collective trusts2010-12-31$102,953
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
Contributions received in cash from employer2010-12-31$57,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$204,406
Did the plan have assets held for investment2010-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLES & BODOIN, LLP
Accountancy firm EIN2010-12-31042620388
2009 : ZWICKER & ASSOCIATES, P.C 401K PLAN 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

Form 5500 Responses for ZWICKER & ASSOCIATES, P.C 401K PLAN

2022: ZWICKER & ASSOCIATES, P.C 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZWICKER & ASSOCIATES, P.C 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZWICKER & ASSOCIATES, P.C 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZWICKER & ASSOCIATES, P.C 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZWICKER & ASSOCIATES, P.C 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZWICKER & ASSOCIATES, P.C 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZWICKER & ASSOCIATES, P.C 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZWICKER & ASSOCIATES, P.C 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZWICKER & ASSOCIATES, P.C 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ZWICKER & ASSOCIATES, P.C 401K PLAN 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: ZWICKER & ASSOCIATES, P.C 401K PLAN 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: ZWICKER & ASSOCIATES, P.C 401K PLAN 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
2010: ZWICKER & ASSOCIATES, P.C 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ZWICKER & ASSOCIATES, P.C 401K PLAN 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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