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BRUCE M. ZGODA DEFINED BENEFIT PLAN 401k Plan overview

Plan NameBRUCE M. ZGODA DEFINED BENEFIT PLAN
Plan identification number 002

BRUCE M. ZGODA DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRUCE M. ZGODA has sponsored the creation of one or more 401k plans.

Company Name:BRUCE M. ZGODA
Employer identification number (EIN):166208695
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE M. ZGODA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01BRUCE ZGODA BRUCE ZGODA2017-01-12
0022015-01-01BRUCE ZGODA BRUCE ZGODA2016-10-05
0022014-01-01BRUCE ZGODA BRUCE ZGODA2015-10-06
0022013-01-01BRUCE ZGODA BRUCE ZGODA2014-06-13
0022012-01-01BRUCE ZGODA BRUCE ZGODA2013-07-12
0022011-01-01BRUCE ZGODA BRUCE ZGODA2012-07-25
0022010-01-01BRUCE ZGODA BRUCE ZGODA2011-07-25
0022009-01-01BRUCE ZGODA BRUCE ZGODA2010-07-19
0022009-01-01BRUCE ZGODA BRUCE ZGODA2010-07-19

Financial Data on BRUCE M. ZGODA DEFINED BENEFIT PLAN

Measure Date Value
2016 : BRUCE M. ZGODA DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-11-01$0
Total plan liabilities at end of year2016-11-01$0
Total plan liabilities at beginning of year2016-11-01$0
Total income from all sources2016-11-01$205,913
Expenses. Total of all expenses incurred2016-11-01$3,506,677
Benefits paid (including direct rollovers)2016-11-01$3,499,604
Total plan assets at end of year2016-11-01$0
Total plan assets at beginning of year2016-11-01$3,300,764
Value of fidelity bond covering the plan2016-11-01$500,000
Total contributions received or receivable from participants2016-11-01$0
Expenses. Other expenses not covered elsewhere2016-11-01$0
Contributions received from other sources (not participants or employers)2016-11-01$0
Other income received2016-11-01$205,913
Noncash contributions received2016-11-01$0
Net income (gross income less expenses)2016-11-01$-3,300,764
Net plan assets at end of year (total assets less liabilities)2016-11-01$0
Net plan assets at beginning of year (total assets less liabilities)2016-11-01$3,300,764
Total contributions received or receivable from employer(s)2016-11-01$0
Value of certain deemed distributions of participant loans2016-11-01$0
Value of corrective distributions2016-11-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-01$7,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-01$0
2015 : BRUCE M. ZGODA DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$578,558
Expenses. Total of all expenses incurred2015-12-31$12,383
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,300,764
Total plan assets at beginning of year2015-12-31$2,734,589
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-160,829
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$566,175
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,300,764
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,734,589
Total contributions received or receivable from employer(s)2015-12-31$739,387
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BRUCE M. ZGODA DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$410,155
Expenses. Total of all expenses incurred2014-12-31$11,497
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,734,589
Total plan assets at beginning of year2014-12-31$2,335,931
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-30,286
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$398,658
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,734,589
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,335,931
Total contributions received or receivable from employer(s)2014-12-31$440,441
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BRUCE M. ZGODA DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$647,103
Expenses. Total of all expenses incurred2013-12-31$8,463
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,335,931
Total plan assets at beginning of year2013-12-31$1,697,291
Value of fidelity bond covering the plan2013-12-31$325,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$188,139
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$638,640
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,335,931
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,697,291
Total contributions received or receivable from employer(s)2013-12-31$458,964
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BRUCE M. ZGODA DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$393,089
Expenses. Total of all expenses incurred2012-12-31$6,333
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,697,291
Total plan assets at beginning of year2012-12-31$1,310,535
Value of fidelity bond covering the plan2012-12-31$290,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$54,644
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$386,756
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,697,291
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,310,535
Total contributions received or receivable from employer(s)2012-12-31$338,445
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BRUCE M. ZGODA DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$393,823
Expenses. Total of all expenses incurred2011-12-31$4,595
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,310,535
Total plan assets at beginning of year2011-12-31$921,307
Value of fidelity bond covering the plan2011-12-31$280,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,505
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$389,228
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,310,535
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$921,307
Total contributions received or receivable from employer(s)2011-12-31$391,318
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BRUCE M. ZGODA DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$366,060
Expenses. Total of all expenses incurred2010-12-31$2,688
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$921,307
Total plan assets at beginning of year2010-12-31$557,935
Value of fidelity bond covering the plan2010-12-31$280,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$68,842
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$363,372
Net plan assets at end of year (total assets less liabilities)2010-12-31$921,307
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$557,935
Total contributions received or receivable from employer(s)2010-12-31$297,218
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BRUCE M. ZGODA DEFINED BENEFIT 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 BRUCE M. ZGODA DEFINED BENEFIT PLAN

2016: BRUCE M. ZGODA DEFINED BENEFIT 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRUCE M. ZGODA DEFINED BENEFIT 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: BRUCE M. ZGODA DEFINED BENEFIT 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: BRUCE M. ZGODA DEFINED BENEFIT 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: BRUCE M. ZGODA DEFINED BENEFIT 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: BRUCE M. ZGODA DEFINED BENEFIT 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: BRUCE M. ZGODA DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: BRUCE M. ZGODA DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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