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ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN
Plan identification number 501

ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ZIEGER & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZIEGER & SONS, INC.
Employer identification number (EIN):231274927
NAIC Classification:424930
NAIC Description:Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01STEPHEN C. ZIEGER
5012016-01-01STEPHEN C. ZIEGER

Plan Statistics for ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0122
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0120
2021: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0121
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0122
2020: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0123
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0121
2019: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0124
Total number of active participants reported on line 7a of the Form 55002019-01-0123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0123
2018: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0124
Total number of active participants reported on line 7a of the Form 55002018-01-0124
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 participants2018-01-0124
2017: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0124
2016: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0129
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 participants2016-01-0129

Financial Data on ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2022 : ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$11,728
Total plan liabilities at beginning of year2022-12-31$10,737
Total income from all sources2022-12-31$262,930
Expenses. Total of all expenses incurred2022-12-31$218,228
Benefits paid (including direct rollovers)2022-12-31$83,897
Total plan assets at end of year2022-12-31$199,536
Total plan assets at beginning of year2022-12-31$153,843
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$77,607
Expenses. Other expenses not covered elsewhere2022-12-31$121,234
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$0
Net income (gross income less expenses)2022-12-31$44,702
Net plan assets at end of year (total assets less liabilities)2022-12-31$187,808
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$143,106
Total contributions received or receivable from employer(s)2022-12-31$185,323
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$13,097
2021 : ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$10,737
Total plan liabilities at beginning of year2021-12-31$6,759
Total income from all sources2021-12-31$252,055
Expenses. Total of all expenses incurred2021-12-31$292,227
Benefits paid (including direct rollovers)2021-12-31$166,849
Total plan assets at end of year2021-12-31$153,843
Total plan assets at beginning of year2021-12-31$190,037
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$80,766
Expenses. Other expenses not covered elsewhere2021-12-31$112,650
Net income (gross income less expenses)2021-12-31$-40,172
Net plan assets at end of year (total assets less liabilities)2021-12-31$143,106
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$183,278
Total contributions received or receivable from employer(s)2021-12-31$171,289
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,728
2020 : ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$6,759
Total plan liabilities at beginning of year2020-12-31$8,456
Total income from all sources2020-12-31$277,909
Expenses. Total of all expenses incurred2020-12-31$249,100
Benefits paid (including direct rollovers)2020-12-31$76,989
Total plan assets at end of year2020-12-31$190,037
Total plan assets at beginning of year2020-12-31$162,925
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$101,677
Expenses. Other expenses not covered elsewhere2020-12-31$113,670
Net income (gross income less expenses)2020-12-31$28,809
Net plan assets at end of year (total assets less liabilities)2020-12-31$183,278
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$154,469
Total contributions received or receivable from employer(s)2020-12-31$176,232
Value of corrective distributions2020-12-31$45,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,441
2019 : ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$8,456
Total plan liabilities at beginning of year2019-12-31$12,406
Total income from all sources2019-12-31$272,835
Expenses. Total of all expenses incurred2019-12-31$211,591
Benefits paid (including direct rollovers)2019-12-31$77,304
Total plan assets at end of year2019-12-31$162,925
Total plan assets at beginning of year2019-12-31$105,631
Value of fidelity bond covering the plan2019-12-31$65,000
Total contributions received or receivable from participants2019-12-31$99,190
Expenses. Other expenses not covered elsewhere2019-12-31$101,620
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$0
Net income (gross income less expenses)2019-12-31$61,244
Net plan assets at end of year (total assets less liabilities)2019-12-31$154,469
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$93,225
Total contributions received or receivable from employer(s)2019-12-31$173,645
Value of corrective distributions2019-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12,667
2018 : ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$12,406
Total plan liabilities at beginning of year2018-12-31$24,258
Total income from all sources2018-12-31$282,824
Expenses. Total of all expenses incurred2018-12-31$231,818
Benefits paid (including direct rollovers)2018-12-31$125,449
Total plan assets at end of year2018-12-31$105,631
Total plan assets at beginning of year2018-12-31$66,477
Value of fidelity bond covering the plan2018-12-31$65,000
Total contributions received or receivable from participants2018-12-31$108,039
Expenses. Other expenses not covered elsewhere2018-12-31$93,396
Net income (gross income less expenses)2018-12-31$51,006
Net plan assets at end of year (total assets less liabilities)2018-12-31$93,225
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$42,219
Total contributions received or receivable from employer(s)2018-12-31$174,785
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,973
2017 : ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$24,258
Total plan liabilities at beginning of year2017-12-31$51,048
Total income from all sources2017-12-31$270,146
Expenses. Total of all expenses incurred2017-12-31$193,510
Benefits paid (including direct rollovers)2017-12-31$84,586
Total plan assets at end of year2017-12-31$66,477
Total plan assets at beginning of year2017-12-31$16,631
Value of fidelity bond covering the plan2017-12-31$65,000
Total contributions received or receivable from participants2017-12-31$93,891
Expenses. Other expenses not covered elsewhere2017-12-31$97,067
Net income (gross income less expenses)2017-12-31$76,636
Net plan assets at end of year (total assets less liabilities)2017-12-31$42,219
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-34,417
Total contributions received or receivable from employer(s)2017-12-31$176,255
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,857
2016 : ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$51,048
Total income from all sources2016-12-31$260,827
Expenses. Total of all expenses incurred2016-12-31$295,244
Benefits paid (including direct rollovers)2016-12-31$182,444
Total plan assets at end of year2016-12-31$16,631
Value of fidelity bond covering the plan2016-12-31$65,000
Total contributions received or receivable from participants2016-12-31$97,895
Expenses. Other expenses not covered elsewhere2016-12-31$98,057
Contributions received from other sources (not participants or employers)2016-12-31$0
Net income (gross income less expenses)2016-12-31$-34,417
Net plan assets at end of year (total assets less liabilities)2016-12-31$-34,417
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$162,932
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,743

Form 5500 Responses for ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN

2022: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZIEGER & SONS, INC. EMPLOYEE BENEFIT 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
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: ZIEGER & SONS, INC. EMPLOYEE BENEFIT 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: ZIEGER & SONS, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500170
Policy instance 1
Insurance contract or identification number30500170
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $102,892
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 number30500170
Policy instance 1
Insurance contract or identification number30500170
Number of Individuals Covered22
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $94,081
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 number30500170
Policy instance 1
Insurance contract or identification number30500170
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $93,629
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 numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered23
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $82,316
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 numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered24
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $74,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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