401k Plan data: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN plan

LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

LEON ZOLAND & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEON ZOLAND & SON, INC.

Employer identification number (EIN): 132527873

NAIC Classification: 423940
NAIC Description: Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 YALE ZOLAND 2023-09-19
002 2021-07-01 YALE ZOLAND 2023-01-20
002 2020-07-01 YALE ZOLAND 2022-04-15
002 2019-07-01 YALE ZOLAND 2021-01-13
002 2019-07-01 YALE ZOLAND 2021-01-13
002 2018-07-01 YALE ZOLAND 2020-01-16
002 2017-07-01 YALE ZOLAND 2018-10-01
002 2016-07-01 YALE ZOLAND 2018-01-24
002 2015-07-01 YALE ZOLAND 2017-03-01
002 2015-07-01 YALE ZOLAND 2016-12-07
002 2014-07-01 YALE ZOLAND 2015-12-09
002 2013-07-01 YALE ZOLAND 2014-12-01
002 2012-07-01 YALE ZOLAND YALE ZOLAND 2013-11-15
002 2011-07-01 YALE ZOLAND YALE ZOLAND 2012-12-05
002 2010-07-01 YALE ZOLAND YALE ZOLAND 2011-12-09
002 2009-07-01 ROBERT ZOLAND ROBERT ZOLAND 2010-11-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	YALE ZOLAND	2023-09-19
002	2021-07-01	YALE ZOLAND	2023-01-20
002	2020-07-01	YALE ZOLAND	2022-04-15
002	2019-07-01	YALE ZOLAND	2021-01-13
002	2019-07-01	YALE ZOLAND	2021-01-13
002	2018-07-01	YALE ZOLAND	2020-01-16
002	2017-07-01	YALE ZOLAND	2018-10-01
002	2016-07-01	YALE ZOLAND	2018-01-24
002	2015-07-01	YALE ZOLAND	2017-03-01
002	2015-07-01	YALE ZOLAND	2016-12-07
002	2014-07-01	YALE ZOLAND	2015-12-09
002	2013-07-01	YALE ZOLAND	2014-12-01
002	2012-07-01	YALE ZOLAND		YALE ZOLAND	2013-11-15
002	2011-07-01	YALE ZOLAND		YALE ZOLAND	2012-12-05
002	2010-07-01	YALE ZOLAND		YALE ZOLAND	2011-12-09
002	2009-07-01	ROBERT ZOLAND		ROBERT ZOLAND	2010-11-03

Plan Statistics for LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Number of retired or separated participants receiving benefits 2012-07-01 2
Total of all active and inactive participants 2012-07-01 7
Total participants 2012-07-01 7
Number of participants with account balances 2012-07-01 7
2011: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 6
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 7
Total participants 2011-07-01 7
Number of participants with account balances 2011-07-01 7
2010: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 6
Number of other retired or separated participants entitled to future benefits 2010-07-01 2
Total of all active and inactive participants 2010-07-01 8
Total participants 2010-07-01 8
Number of participants with account balances 2010-07-01 8
2009: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of retired or separated participants receiving benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 8
Total participants 2009-07-01 8
Number of participants with account balances 2009-07-01 8

Measure	Date	Value
2012: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Number of retired or separated participants receiving benefits	2012-07-01	2
Total of all active and inactive participants	2012-07-01	7
Total participants	2012-07-01	7
Number of participants with account balances	2012-07-01	7
2011: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	6
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	7
Total participants	2011-07-01	7
Number of participants with account balances	2011-07-01	7
2010: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	6
Number of other retired or separated participants entitled to future benefits	2010-07-01	2
Total of all active and inactive participants	2010-07-01	8
Total participants	2010-07-01	8
Number of participants with account balances	2010-07-01	8
2009: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of retired or separated participants receiving benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	8
Total participants	2009-07-01	8
Number of participants with account balances	2009-07-01	8

Financial Data on LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$339,737
Expenses. Total of all expenses incurred	2013-06-30	$35,037
Benefits paid (including direct rollovers)	2013-06-30	$35,037
Total plan assets at end of year	2013-06-30	$2,425,624
Total plan assets at beginning of year	2013-06-30	$2,120,924
Value of fidelity bond covering the plan	2013-06-30	$80,000
Total contributions received or receivable from participants	2013-06-30	$35,400
Other income received	2013-06-30	$247,702
Net income (gross income less expenses)	2013-06-30	$304,700
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,425,624
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,120,924
Total contributions received or receivable from employer(s)	2013-06-30	$56,635
2012 : LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$0
Total income from all sources	2012-06-30	$95,951
Expenses. Total of all expenses incurred	2012-06-30	$43,435
Benefits paid (including direct rollovers)	2012-06-30	$43,435
Total plan assets at end of year	2012-06-30	$2,120,924
Total plan assets at beginning of year	2012-06-30	$2,068,408
Value of fidelity bond covering the plan	2012-06-30	$80,000
Total contributions received or receivable from participants	2012-06-30	$35,400
Other income received	2012-06-30	$2,916
Net income (gross income less expenses)	2012-06-30	$52,516
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,120,924
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,068,408
Total contributions received or receivable from employer(s)	2012-06-30	$57,635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$445,756
Expenses. Total of all expenses incurred	2011-06-30	$28,619
Benefits paid (including direct rollovers)	2011-06-30	$28,619
Total plan assets at end of year	2011-06-30	$2,068,408
Total plan assets at beginning of year	2011-06-30	$1,651,271
Value of fidelity bond covering the plan	2011-06-30	$80,000
Total contributions received or receivable from participants	2011-06-30	$35,400
Other income received	2011-06-30	$353,706
Net income (gross income less expenses)	2011-06-30	$417,137
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,068,408
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,651,271
Total contributions received or receivable from employer(s)	2011-06-30	$56,650

Form 5500 Responses for LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN

2012: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: LEON ZOLAND & SON, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEON ZOLAND & SON, INC.
Employer identification number (EIN):	132527873
NAIC Classification:	423940
NAIC Description:	Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers