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ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 401k Plan overview

Plan NameZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN
Plan identification number 001

ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

LOUIS N. ZERBO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LOUIS N. ZERBO, P.C.
Employer identification number (EIN):222489171
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LOUIS N. ZERBO
0012017-01-01LOUIS N. ZERBO
0012016-01-01LOUIS N. ZERBO
0012015-01-01LOUIS N. ZERBO
0012014-01-01LOUIS N. ZERBO
0012013-01-01LOUIS N. ZERBO
0012012-01-01LOUIS ZERBO LOUIS ZERBO2013-07-17
0012011-01-01LOUIS ZERBO
0012009-01-01LOUIS ZERBO
0012009-01-01LOUIS ZERBO
0012009-01-01LOUIS N ZERBO
0012009-01-01LOUIS ZERBO
0012009-01-01LOUIS N ZERBO
0012009-01-01LOUIS ZERBO

Plan Statistics for ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN

401k plan membership statisitcs for ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN

Measure Date Value
2022: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-010
Number of retired or separated participants receiving benefits2022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-010
2021: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-010
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-010
2020: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-010
2019: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-010
2018: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-011
2017: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN

Measure Date Value
2022 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$12,143
Total plan assets at end of year2022-12-31$501,089
Total plan assets at beginning of year2022-12-31$488,946
Other income received2022-12-31$12,143
Net income (gross income less expenses)2022-12-31$12,143
Net plan assets at end of year (total assets less liabilities)2022-12-31$501,089
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$488,946
2021 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$40,526
Total plan assets at end of year2021-12-31$488,946
Total plan assets at beginning of year2021-12-31$448,420
Other income received2021-12-31$40,526
Net income (gross income less expenses)2021-12-31$40,526
Net plan assets at end of year (total assets less liabilities)2021-12-31$488,946
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$448,420
2020 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$-496
Total plan assets at end of year2020-12-31$448,420
Total plan assets at beginning of year2020-12-31$448,916
Other income received2020-12-31$-496
Net income (gross income less expenses)2020-12-31$-496
Net plan assets at end of year (total assets less liabilities)2020-12-31$448,420
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$448,916
2019 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$67,878
Expenses. Total of all expenses incurred2019-12-31$15,000
Benefits paid (including direct rollovers)2019-12-31$15,000
Total plan assets at end of year2019-12-31$448,916
Total plan assets at beginning of year2019-12-31$396,038
Other income received2019-12-31$67,878
Net income (gross income less expenses)2019-12-31$52,878
Net plan assets at end of year (total assets less liabilities)2019-12-31$448,916
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$396,038
2018 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-38,757
Expenses. Total of all expenses incurred2018-12-31$109,663
Benefits paid (including direct rollovers)2018-12-31$109,663
Total plan assets at end of year2018-12-31$396,038
Total plan assets at beginning of year2018-12-31$544,458
Other income received2018-12-31$-38,757
Net income (gross income less expenses)2018-12-31$-148,420
Net plan assets at end of year (total assets less liabilities)2018-12-31$396,038
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$544,458
2017 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$-23,812
Total plan assets at end of year2017-12-31$544,458
Total plan assets at beginning of year2017-12-31$568,270
Total contributions received or receivable from participants2017-12-31$2,400
Other income received2017-12-31$-27,862
Net income (gross income less expenses)2017-12-31$-23,812
Net plan assets at end of year (total assets less liabilities)2017-12-31$544,458
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$568,270
Total contributions received or receivable from employer(s)2017-12-31$1,650
2016 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$6,176
Total plan assets at end of year2016-12-31$568,270
Total plan assets at beginning of year2016-12-31$562,094
Total contributions received or receivable from participants2016-12-31$2,400
Other income received2016-12-31$818
Net income (gross income less expenses)2016-12-31$6,176
Net plan assets at end of year (total assets less liabilities)2016-12-31$568,270
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$562,094
Total contributions received or receivable from employer(s)2016-12-31$2,958
2015 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$51,012
Total plan assets at end of year2015-12-31$562,094
Total plan assets at beginning of year2015-12-31$511,082
Total contributions received or receivable from participants2015-12-31$26,400
Other income received2015-12-31$21,627
Net income (gross income less expenses)2015-12-31$51,012
Net plan assets at end of year (total assets less liabilities)2015-12-31$562,094
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$511,082
Total contributions received or receivable from employer(s)2015-12-31$2,985
2014 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$-11,953
Total plan assets at end of year2014-12-31$511,082
Total plan assets at beginning of year2014-12-31$523,035
Total contributions received or receivable from participants2014-12-31$25,400
Other income received2014-12-31$-41,034
Net income (gross income less expenses)2014-12-31$-11,953
Net plan assets at end of year (total assets less liabilities)2014-12-31$511,082
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$523,035
Total contributions received or receivable from employer(s)2014-12-31$3,681
2013 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$69,577
Total plan assets at end of year2013-12-31$523,035
Total plan assets at beginning of year2013-12-31$453,458
Total contributions received or receivable from participants2013-12-31$25,400
Other income received2013-12-31$24,185
Net income (gross income less expenses)2013-12-31$69,577
Net plan assets at end of year (total assets less liabilities)2013-12-31$523,035
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$453,458
Total contributions received or receivable from employer(s)2013-12-31$19,992
2012 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$50,977
Total plan assets at end of year2012-12-31$453,458
Total plan assets at beginning of year2012-12-31$402,481
Total contributions received or receivable from participants2012-12-31$24,900
Other income received2012-12-31$17,852
Net income (gross income less expenses)2012-12-31$50,977
Net plan assets at end of year (total assets less liabilities)2012-12-31$453,458
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$402,481
Total contributions received or receivable from employer(s)2012-12-31$8,225
2011 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$26,239
Total plan assets at end of year2011-12-31$402,481
Total plan assets at beginning of year2011-12-31$376,242
Total contributions received or receivable from participants2011-12-31$24,400
Other income received2011-12-31$-2,956
Net income (gross income less expenses)2011-12-31$26,239
Net plan assets at end of year (total assets less liabilities)2011-12-31$402,481
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$376,242
Total contributions received or receivable from employer(s)2011-12-31$4,795
2010 : ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$48,993
Total plan assets at end of year2010-12-31$376,242
Total plan assets at beginning of year2010-12-31$327,249
Total contributions received or receivable from participants2010-12-31$24,400
Other income received2010-12-31$19,943
Net income (gross income less expenses)2010-12-31$48,993
Net plan assets at end of year (total assets less liabilities)2010-12-31$376,242
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$327,249
Total contributions received or receivable from employer(s)2010-12-31$4,650

Form 5500 Responses for ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN

2022: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) 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: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ZERBO EMPLOYEES' PROFIT SHARING & 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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