?>
Plan Name | ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ZIEHL-ABEGG INC |
Employer identification number (EIN): | 200338305 |
NAIC Classification: | 333410 |
Additional information about ZIEHL-ABEGG INC
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | 2003-10-22 |
Company Identification Number: | 3718510 |
Legal Registered Office Address: |
2711 Centerville Rd Suite 400 Wilmington United States of America (USA) 19808 |
More information about ZIEHL-ABEGG INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | GREGG SCHMIDT | 2021-09-09 | GREGG SCHMIDT | 2021-09-09 |
001 | 2018-01-01 | GREGG SCHMIDT | 2019-07-03 | ||
001 | 2017-01-01 | GREGG SCHMIDT | 2018-07-27 | ||
001 | 2015-01-01 | GREGG SCHMIDT | 2016-07-26 | ||
001 | 2014-01-01 | GREGG SCHMIDT | 2015-06-12 | ||
001 | 2013-01-01 | GREGG SCHMIDT |
Measure | Date | Value |
---|---|---|
2022: ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 18 |
Total of all active and inactive participants | 2022-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 208 |
Number of participants with account balances | 2022-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 167 |
Number of participants with account balances | 2021-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2013: ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 32 |
Number of participants with account balances | 2013-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $358,158 |
Total of all expenses incurred | 2022-12-31 | $49,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $38,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $570,436 |
Value of total assets at end of year | 2022-12-31 | $1,742,843 |
Value of total assets at beginning of year | 2022-12-31 | $1,434,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,520 |
Total interest from all sources | 2022-12-31 | $57 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $65 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $65 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $174,206 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $338,085 |
Participant contributions at end of year | 2022-12-31 | $990 |
Participant contributions at beginning of year | 2022-12-31 | $2,507 |
Participant contributions at beginning of year | 2022-12-31 | $9,556 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $132,119 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $308,727 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,742,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,434,116 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,418,940 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,606,349 |
Interest on participant loans | 2022-12-31 | $57 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $135,504 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-212,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $100,232 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $38,911 |
Contract administrator fees | 2022-12-31 | $10,520 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2022-12-31 | 300114814 |
2021 : ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $625,585 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $612,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $583,017 |
Value of total corrective distributions | 2021-12-31 | $21,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $371,356 |
Value of total assets at end of year | 2021-12-31 | $1,434,116 |
Value of total assets at beginning of year | 2021-12-31 | $1,421,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,405 |
Total interest from all sources | 2021-12-31 | $721 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $18,298 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $18,298 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $143,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $235,314 |
Participant contributions at end of year | 2021-12-31 | $2,507 |
Participant contributions at beginning of year | 2021-12-31 | $22,022 |
Participant contributions at end of year | 2021-12-31 | $9,556 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $52,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,932 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,434,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,421,184 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,418,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,399,162 |
Interest on participant loans | 2021-12-31 | $721 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $235,210 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $83,486 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $583,017 |
Contract administrator fees | 2021-12-31 | $8,405 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LANGFORD DE KOCK LLP |
Accountancy firm EIN | 2021-12-31 | 300114814 |
2013 : ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $466,809 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,955 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $463,854 |
Total plan assets at beginning of year | 2013-12-31 | $0 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $54,357 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $393,087 |
Net income (gross income less expenses) | 2013-12-31 | $463,854 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $463,854 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Assets. Value of participant loans | 2013-12-31 | $2,373 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $19,365 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,955 |
2022: ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ZIEHL-ABEGG INC 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) | |||||||||||||||||
Policy contract number | 602571-000 | ||||||||||||||||
Policy instance | 1 | ||||||||||||||||
|