ZOOK INTERIORS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2021: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 39 |
| Number of retired or separated participants receiving benefits | 2021-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
| Total of all active and inactive participants | 2021-09-01 | 39 |
| 2020: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 31 |
| Number of retired or separated participants receiving benefits | 2020-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 0 |
| Total of all active and inactive participants | 2020-09-01 | 31 |
| 2019: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 46 |
| Number of retired or separated participants receiving benefits | 2019-09-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
| Total of all active and inactive participants | 2019-09-01 | 47 |
| 2018: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 33 |
| Number of retired or separated participants receiving benefits | 2018-09-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
| Total of all active and inactive participants | 2018-09-01 | 35 |
| 2017: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 36 |
| Number of retired or separated participants receiving benefits | 2017-09-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
| Total of all active and inactive participants | 2017-09-01 | 40 |
| 2016: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 33 |
| Number of retired or separated participants receiving benefits | 2016-09-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
| Total of all active and inactive participants | 2016-09-01 | 34 |
| Measure | Date | Value |
|---|
| 2022 : ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-08-31 | $21,099 |
| Total plan liabilities at beginning of year | 2022-08-31 | $17,340 |
| Total income from all sources | 2022-08-31 | $583,458 |
| Expenses. Total of all expenses incurred | 2022-08-31 | $630,454 |
| Benefits paid (including direct rollovers) | 2022-08-31 | $176,340 |
| Total plan assets at end of year | 2022-08-31 | $194,346 |
| Total plan assets at beginning of year | 2022-08-31 | $237,583 |
| Value of fidelity bond covering the plan | 2022-08-31 | $30,000 |
| Total contributions received or receivable from participants | 2022-08-31 | $152,335 |
| Expenses. Other expenses not covered elsewhere | 2022-08-31 | $269,508 |
| Contributions received from other sources (not participants or employers) | 2022-08-31 | $0 |
| Other income received | 2022-08-31 | $0 |
| Noncash contributions received | 2022-08-31 | $0 |
| Net income (gross income less expenses) | 2022-08-31 | $-46,996 |
| Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $173,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $220,243 |
| Total contributions received or receivable from employer(s) | 2022-08-31 | $431,123 |
| Value of certain deemed distributions of participant loans | 2022-08-31 | $0 |
| Value of corrective distributions | 2022-08-31 | $184,606 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $0 |
| 2021 : ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-08-31 | $17,340 |
| Total plan liabilities at beginning of year | 2021-08-31 | $16,361 |
| Total income from all sources | 2021-08-31 | $510,009 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $495,469 |
| Benefits paid (including direct rollovers) | 2021-08-31 | $180,584 |
| Total plan assets at end of year | 2021-08-31 | $237,583 |
| Total plan assets at beginning of year | 2021-08-31 | $222,064 |
| Value of fidelity bond covering the plan | 2021-08-31 | $37,000 |
| Total contributions received or receivable from participants | 2021-08-31 | $80,954 |
| Expenses. Other expenses not covered elsewhere | 2021-08-31 | $195,670 |
| Contributions received from other sources (not participants or employers) | 2021-08-31 | $1,111 |
| Net income (gross income less expenses) | 2021-08-31 | $14,540 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $220,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $205,703 |
| Total contributions received or receivable from employer(s) | 2021-08-31 | $427,944 |
| Value of corrective distributions | 2021-08-31 | $107,327 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $11,888 |
| 2020 : ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-08-31 | $16,361 |
| Total plan liabilities at beginning of year | 2020-08-31 | $34,347 |
| Total income from all sources | 2020-08-31 | $670,188 |
| Expenses. Total of all expenses incurred | 2020-08-31 | $666,811 |
| Benefits paid (including direct rollovers) | 2020-08-31 | $178,947 |
| Total plan assets at end of year | 2020-08-31 | $222,064 |
| Total plan assets at beginning of year | 2020-08-31 | $236,673 |
| Value of fidelity bond covering the plan | 2020-08-31 | $30,000 |
| Total contributions received or receivable from participants | 2020-08-31 | $147,790 |
| Expenses. Other expenses not covered elsewhere | 2020-08-31 | $269,031 |
| Contributions received from other sources (not participants or employers) | 2020-08-31 | $1,935 |
| Other income received | 2020-08-31 | $0 |
| Net income (gross income less expenses) | 2020-08-31 | $3,377 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $205,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $202,326 |
| Total contributions received or receivable from employer(s) | 2020-08-31 | $520,463 |
| Value of corrective distributions | 2020-08-31 | $200,941 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $17,892 |
| 2019 : ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-08-31 | $34,347 |
| Total plan liabilities at beginning of year | 2019-08-31 | $23,631 |
| Total income from all sources | 2019-08-31 | $567,717 |
| Expenses. Total of all expenses incurred | 2019-08-31 | $565,923 |
| Benefits paid (including direct rollovers) | 2019-08-31 | $234,061 |
| Total plan assets at end of year | 2019-08-31 | $236,673 |
| Total plan assets at beginning of year | 2019-08-31 | $224,163 |
| Value of fidelity bond covering the plan | 2019-08-31 | $30,000 |
| Total contributions received or receivable from participants | 2019-08-31 | $152,773 |
| Expenses. Other expenses not covered elsewhere | 2019-08-31 | $200,721 |
| Contributions received from other sources (not participants or employers) | 2019-08-31 | $6,305 |
| Other income received | 2019-08-31 | $0 |
| Net income (gross income less expenses) | 2019-08-31 | $1,794 |
| Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $202,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $200,532 |
| Total contributions received or receivable from employer(s) | 2019-08-31 | $408,639 |
| Value of corrective distributions | 2019-08-31 | $114,939 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-08-31 | $16,202 |
| 2017 : ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-08-31 | $24,614 |
| Total income from all sources | 2017-08-31 | $472,552 |
| Expenses. Total of all expenses incurred | 2017-08-31 | $492,891 |
| Benefits paid (including direct rollovers) | 2017-08-31 | $331,695 |
| Total plan assets at end of year | 2017-08-31 | $4,275 |
| Value of fidelity bond covering the plan | 2017-08-31 | $30,000 |
| Total contributions received or receivable from participants | 2017-08-31 | $167,840 |
| Expenses. Other expenses not covered elsewhere | 2017-08-31 | $145,991 |
| Contributions received from other sources (not participants or employers) | 2017-08-31 | $2,303 |
| Net income (gross income less expenses) | 2017-08-31 | $-20,339 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $-20,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-08-31 | $302,409 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $15,205 |
| 2021: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Submission has been amended | No |
| 2021-09-01 | This submission is the final filing | No |
| 2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-09-01 | Plan is a collectively bargained plan | No |
| 2021-09-01 | Plan funding arrangement – Insurance | Yes |
| 2021-09-01 | Plan funding arrangement – Trust | Yes |
| 2021-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-09-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Submission has been amended | No |
| 2020-09-01 | This submission is the final filing | No |
| 2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-09-01 | Plan is a collectively bargained plan | No |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan funding arrangement – Trust | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Submission has been amended | No |
| 2019-09-01 | This submission is the final filing | No |
| 2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-09-01 | Plan is a collectively bargained plan | No |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Submission has been amended | No |
| 2018-09-01 | This submission is the final filing | No |
| 2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-09-01 | Plan is a collectively bargained plan | No |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Submission has been amended | No |
| 2017-09-01 | This submission is the final filing | No |
| 2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-09-01 | Plan is a collectively bargained plan | No |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan funding arrangement – Trust | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ZOOK INTERIORS, LLC EMPLOYEE BENEFITS PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | First time form 5500 has been submitted | Yes |
| 2016-09-01 | Submission has been amended | No |
| 2016-09-01 | This submission is the final filing | No |
| 2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-09-01 | Plan is a collectively bargained plan | No |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan funding arrangement – Trust | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500216 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500216 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $244,982 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500216 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500216 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $198,196 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | SL30500219 |
| Policy instance | 1 |
| Insurance contract or identification number | SL30500219 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $222,298 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 33 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $179,710 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 37 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $150,621 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
