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APPLE ZEBRA, INC. 401(K) PLAN 401k Plan overview

Plan NameAPPLE ZEBRA, INC. 401(K) PLAN
Plan identification number 001

APPLE ZEBRA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

APPLE ZEBRA, INC. has sponsored the creation of one or more 401k plans.

Company Name:APPLE ZEBRA, INC.
Employer identification number (EIN):223841110
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLE ZEBRA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01TERESA ESTEVES
0012017-01-01TERESA ESTEVES
0012016-01-01LOUISE SLEGAR
0012015-01-01LOUISE SLEGAR LOUISE SLEGAR2016-10-11
0012014-01-01LOUISE SLEGAR

Plan Statistics for APPLE ZEBRA, INC. 401(K) PLAN

401k plan membership statisitcs for APPLE ZEBRA, INC. 401(K) PLAN

Measure Date Value
2018: APPLE ZEBRA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01191
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: APPLE ZEBRA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-01198
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: APPLE ZEBRA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01291
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01280
Number of participants with account balances2016-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: APPLE ZEBRA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01295
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01279
Number of participants with account balances2015-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: APPLE ZEBRA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01300
Total number of active participants reported on line 7a of the Form 55002014-01-01269
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01285
Number of participants with account balances2014-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on APPLE ZEBRA, INC. 401(K) PLAN

Measure Date Value
2018 : APPLE ZEBRA, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-26$0
Total transfer of assets from this plan2018-01-26$611,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-26$0
Total income from all sources (including contributions)2018-01-26$41,332
Total loss/gain on sale of assets2018-01-26$0
Total of all expenses incurred2018-01-26$279,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-26$278,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-26$3,314
Value of total assets at end of year2018-01-26$0
Value of total assets at beginning of year2018-01-26$849,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-26$1,530
Total interest from all sources2018-01-26$25
Total dividends received (eg from common stock, registered investment company shares)2018-01-26$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-26Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-01-26$0
Was this plan covered by a fidelity bond2018-01-26Yes
Value of fidelity bond cover2018-01-26$1,000,000
If this is an individual account plan, was there a blackout period2018-01-26Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-26$0
Were there any nonexempt tranactions with any party-in-interest2018-01-26No
Contributions received from participants2018-01-26$3,314
Participant contributions at end of year2018-01-26$0
Participant contributions at beginning of year2018-01-26$5,350
Participant contributions at end of year2018-01-26$0
Participant contributions at beginning of year2018-01-26$0
Total non interest bearing cash at end of year2018-01-26$0
Total non interest bearing cash at beginning of year2018-01-26$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-26No
Value of net income/loss2018-01-26$-238,495
Value of net assets at end of year (total assets less liabilities)2018-01-26$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-26$849,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-26No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-26No
Were any leases to which the plan was party in default or uncollectible2018-01-26No
Investment advisory and management fees2018-01-26$1,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-26$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-26$0
Value of interest in pooled separate accounts at end of year2018-01-26$0
Value of interest in pooled separate accounts at beginning of year2018-01-26$828,672
Interest on participant loans2018-01-26$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-26$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-26$15,623
Net investment gain/loss from pooled separate accounts2018-01-26$37,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-26No
Was there a failure to transmit to the plan any participant contributions2018-01-26No
Has the plan failed to provide any benefit when due under the plan2018-01-26No
Employer contributions (assets) at end of year2018-01-26$0
Employer contributions (assets) at beginning of year2018-01-26$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-26$278,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-26Yes
Did the plan have assets held for investment2018-01-26No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-26Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-26Yes
Opinion of an independent qualified public accountant for this plan2018-01-26Disclaimer
Accountancy firm name2018-01-26MAZARS USA LLP
Accountancy firm EIN2018-01-26131459550
2017 : APPLE ZEBRA, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$194,927
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$212,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$201,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$74,348
Value of total assets at end of year2017-12-31$849,645
Value of total assets at beginning of year2017-12-31$867,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,085
Total interest from all sources2017-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$74,348
Participant contributions at end of year2017-12-31$5,350
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-17,736
Value of net assets at end of year (total assets less liabilities)2017-12-31$849,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$867,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,085
Value of interest in pooled separate accounts at end of year2017-12-31$828,672
Value of interest in pooled separate accounts at beginning of year2017-12-31$858,104
Interest on participant loans2017-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,277
Net investment gain/loss from pooled separate accounts2017-12-31$120,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$201,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAZARS USA LLP
Accountancy firm EIN2017-12-31131459550
2016 : APPLE ZEBRA, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$173,419
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$125,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$95,513
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$29,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$88,888
Value of total assets at end of year2016-12-31$867,381
Value of total assets at beginning of year2016-12-31$819,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$600
Total interest from all sources2016-12-31$108
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$306
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$81,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$88,888
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$8,010
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$47,618
Value of net assets at end of year (total assets less liabilities)2016-12-31$867,381
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$819,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$688,876
Value of interest in pooled separate accounts at end of year2016-12-31$858,104
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$108
Income. Interest from loans (other than to participants)2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$122,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,940
Net investment gain/loss from pooled separate accounts2016-12-31$75,304
Net investment gain or loss from common/collective trusts2016-12-31$3,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$95,513
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAZARS USA LLP
Accountancy firm EIN2016-12-31131459550
2015 : APPLE ZEBRA, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$139,259
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$71,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,305
Expenses. Certain deemed distributions of participant loans2015-12-31$5,269
Value of total corrective distributions2015-12-31$30,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$147,215
Value of total assets at end of year2015-12-31$819,763
Value of total assets at beginning of year2015-12-31$751,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$725
Total interest from all sources2015-12-31$877
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$34,779
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$76,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$147,215
Participant contributions at end of year2015-12-31$8,010
Participant contributions at beginning of year2015-12-31$19,434
Administrative expenses (other) incurred2015-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$68,119
Value of net assets at end of year (total assets less liabilities)2015-12-31$819,763
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$751,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$688,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$723,394
Interest on participant loans2015-12-31$877
Value of interest in common/collective trusts at end of year2015-12-31$122,877
Value of interest in common/collective trusts at beginning of year2015-12-31$8,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,354
Net investment gain or loss from common/collective trusts2015-12-31$-10,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,305
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEISER MAZARS LLP
Accountancy firm EIN2015-12-31363383864
2014 : APPLE ZEBRA, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$169,951
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,233
Value of total corrective distributions2014-12-31$19,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$153,424
Value of total assets at end of year2014-12-31$751,644
Value of total assets at beginning of year2014-12-31$617,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$688
Total interest from all sources2014-12-31$546
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,109
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$62,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$153,424
Participant contributions at end of year2014-12-31$19,434
Participant contributions at beginning of year2014-12-31$5,501
Administrative expenses (other) incurred2014-12-31$688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$133,720
Value of net assets at end of year (total assets less liabilities)2014-12-31$751,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$617,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$723,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$612,423
Interest on participant loans2014-12-31$546
Value of interest in common/collective trusts at end of year2014-12-31$8,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-13,315
Net investment gain or loss from common/collective trusts2014-12-31$187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CJG PARTNERS LLP
Accountancy firm EIN2014-12-31363383864

Form 5500 Responses for APPLE ZEBRA, INC. 401(K) PLAN

2018: APPLE ZEBRA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APPLE ZEBRA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APPLE ZEBRA, INC. 401(K) 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APPLE ZEBRA, INC. 401(K) 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: APPLE ZEBRA, INC. 401(K) 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 30281
Policy instance 1
Insurance contract or identification numberGP 30281
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-26
Total amount of commissions paid to insurance brokerUSD $176
Total amount of fees paid to insurance companyUSD $0
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/ GUAR FUND
Commission paid to Insurance BrokerUSD $176
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameSTARRY BENEFITS GROUP LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 30281
Policy instance 1
Insurance contract or identification numberGP 30281
Number of Individuals Covered48
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,639
Total amount of fees paid to insurance companyUSD $455
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $1,639
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameURPC THE PENSION ALLIANCE

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