401k Plan data: ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN plan

ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN
Plan identification number	003

ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C.

Employer identification number (EIN): 133598663

NAIC Classification: 541370
NAIC Description: Surveying and Mapping (except Geophysical) Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JOHN ATZL 2024-06-10
003 2022-01-01 JOHN ATZL 2023-09-27 JOHN ATZL 2023-09-27
003 2021-01-01 JOHN ATZL 2022-06-02
003 2020-01-01 JOHN ATZL 2021-06-10 JOHN ATZL 2021-06-10
003 2019-01-01 DAVID ZIGLER 2020-07-30
003 2018-01-01 DAVID ZIGLER 2019-09-11
003 2017-01-01 DAVID ZIGLER 2018-10-01
003 2016-01-01 DAVID ZIGLER 2017-03-08
003 2015-01-01 DAVID ZIGLER 2016-06-15
003 2014-01-01 DAVID ZIGLER 2015-04-15 DAVID ZIGLER 2015-04-15
003 2013-01-01 DAVID ZIGLER 2014-07-02
003 2012-01-01 DAVID ZIGLER
003 2011-01-01 DAVID ZIGLER
003 2010-01-01 DAVID ZIGLER
003 2009-01-01 DAVID ZIGLER DAVID ZIGLER 2010-05-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JOHN ATZL	2024-06-10
003	2022-01-01	JOHN ATZL	2023-09-27	JOHN ATZL	2023-09-27
003	2021-01-01	JOHN ATZL	2022-06-02
003	2020-01-01	JOHN ATZL	2021-06-10	JOHN ATZL	2021-06-10
003	2019-01-01	DAVID ZIGLER	2020-07-30
003	2018-01-01	DAVID ZIGLER	2019-09-11
003	2017-01-01	DAVID ZIGLER	2018-10-01
003	2016-01-01	DAVID ZIGLER	2017-03-08
003	2015-01-01	DAVID ZIGLER	2016-06-15
003	2014-01-01	DAVID ZIGLER	2015-04-15	DAVID ZIGLER	2015-04-15
003	2013-01-01	DAVID ZIGLER	2014-07-02
003	2012-01-01	DAVID ZIGLER
003	2011-01-01	DAVID ZIGLER
003	2010-01-01	DAVID ZIGLER
003	2009-01-01	DAVID ZIGLER		DAVID ZIGLER	2010-05-11

Financial Data on ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2025 : ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-06-18	0
Total expenses incurred by plan in this plan year	2025-06-18	13886
Net assets as of the end of the plan year	2025-06-18	1854309
Total assets as of the beginning of the plan year	2025-06-18	1551925
Value of plan covered by a fidelity bond	2025-06-18	150000
Participant contributions to plan in this plan year	2025-06-18	67268
Other income to plan in this plan year	2025-06-18	155888
Plan net income in this plan year	2025-06-18	302384
Net assets as of the end of the plan year	2025-06-18	1854309
Net assets as of the beginning of the plan year	2025-06-18	1551925
Employer contributions to plan in this plan year	2025-06-18	93114
Fees paid to broker by Benefit Provider	2025-06-18	53
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-18	12700
2024 : ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-06-10	0
Total liabilities as of the beginning of the plan year	2024-06-10	0
Total expenses incurred by plan in this plan year	2024-06-10	41604
Net assets as of the end of the plan year	2024-06-10	1551925
Total assets as of the beginning of the plan year	2024-06-10	1286897
Value of plan covered by a fidelity bond	2024-06-10	150000
Participant contributions to plan in this plan year	2024-06-10	66998
Other expenses paid from plan in this plan year	2024-06-10	0
Other contributions to plan in this plan year	2024-06-10	0
Other income to plan in this plan year	2024-06-10	160289
Plan net income in this plan year	2024-06-10	265028
Net assets as of the end of the plan year	2024-06-10	1551925
Net assets as of the beginning of the plan year	2024-06-10	1286897
Employer contributions to plan in this plan year	2024-06-10	79345
Fees paid to broker by Benefit Provider	2024-06-10	38
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-10	4049
2022 : ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-02	119743
Net assets as of the end of the plan year	2022-06-02	1367657
Total assets as of the beginning of the plan year	2022-06-02	1227502
Participant contributions to plan in this plan year	2022-06-02	71807
Other income to plan in this plan year	2022-06-02	138091
Plan net income in this plan year	2022-06-02	140155
Net assets as of the end of the plan year	2022-06-02	1367657
Net assets as of the beginning of the plan year	2022-06-02	1227502
Employer contributions to plan in this plan year	2022-06-02	50000
Fees paid to broker by Benefit Provider	2022-06-02	45
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-02	3594
2012 : ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$84,546
Expenses. Total of all expenses incurred	2012-12-31	$46,601
Benefits paid (including direct rollovers)	2012-12-31	$46,601
Total plan assets at end of year	2012-12-31	$718,475
Total plan assets at beginning of year	2012-12-31	$680,530
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$84,546
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$37,945
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$718,475
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$680,530
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$58,346
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$766,530
Total plan assets at beginning of year	2011-12-31	$708,184
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-27,654
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$58,346
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$766,530
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$708,184
Total contributions received or receivable from employer(s)	2011-12-31	$86,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$144,690
Expenses. Total of all expenses incurred	2010-12-31	$21,649
Benefits paid (including direct rollovers)	2010-12-31	$21,649
Total plan assets at end of year	2010-12-31	$708,184
Total plan assets at beginning of year	2010-12-31	$585,143
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$58,690
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$123,041
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$708,184
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$585,143
Total contributions received or receivable from employer(s)	2010-12-31	$86,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN

2012: ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHP599
Policy instance	1

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Company Name:	ATZL, SCATASSA AND ZIGLER, LAND SURVEYORS, P.C.
Employer identification number (EIN):	133598663
NAIC Classification:	541370
NAIC Description:	Surveying and Mapping (except Geophysical) Services