401k Plan data: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN plan

ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 401k Plan overview

Plan Name	ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN
Plan identification number	002

ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC

Employer identification number (EIN): 272347077

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 RENEE ANSBRO
002 2013-01-01 RENEE ANSBRO
002 2012-01-01 RENEE ANSBRO

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	RENEE ANSBRO
002	2013-01-01	RENEE ANSBRO
002	2012-01-01	RENEE ANSBRO

Plan Statistics for ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN

401k plan membership statisitcs for ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN

Measure Date Value
2014: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 43
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 82
Number of participants with account balances 2013-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 67
Number of participants with account balances 2012-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	43
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	82
Number of participants with account balances	2013-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	67
Number of participants with account balances	2012-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN

Measure	Date	Value
2014 : ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-02-26	$0
Total plan liabilities at end of year	2014-02-26	$0
Total plan liabilities at beginning of year	2014-02-26	$0
Total income from all sources	2014-02-26	$-112,813
Expenses. Total of all expenses incurred	2014-02-26	$10,497,611
Benefits paid (including direct rollovers)	2014-02-26	$10,496,981
Total plan assets at end of year	2014-02-26	$0
Total plan assets at beginning of year	2014-02-26	$10,610,424
Value of fidelity bond covering the plan	2014-02-26	$5,000,000
Total contributions received or receivable from participants	2014-02-26	$0
Expenses. Other expenses not covered elsewhere	2014-02-26	$0
Contributions received from other sources (not participants or employers)	2014-02-26	$0
Other income received	2014-02-26	$-112,813
Noncash contributions received	2014-02-26	$0
Net income (gross income less expenses)	2014-02-26	$-10,610,424
Net plan assets at end of year (total assets less liabilities)	2014-02-26	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-02-26	$10,610,424
Assets. Value of participant loans	2014-02-26	$0
Total contributions received or receivable from employer(s)	2014-02-26	$0
Value of certain deemed distributions of participant loans	2014-02-26	$0
Value of corrective distributions	2014-02-26	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-26	$630
2013 : ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,029,538
Expenses. Total of all expenses incurred	2013-12-31	$6,545,083
Benefits paid (including direct rollovers)	2013-12-31	$6,543,426
Total plan assets at end of year	2013-12-31	$10,610,424
Total plan assets at beginning of year	2013-12-31	$14,125,969
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Total contributions received or receivable from participants	2013-12-31	$481,173
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$50,714
Other income received	2013-12-31	$2,272,043
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-3,515,545
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,610,424
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$14,125,969
Assets. Value of participant loans	2013-12-31	$133,362
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$225,608
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,657
2012 : ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$2,226,034
Total income from all sources	2012-12-31	$2,070,020
Expenses. Total of all expenses incurred	2012-12-31	$271,683
Benefits paid (including direct rollovers)	2012-12-31	$270,512
Total plan assets at end of year	2012-12-31	$14,125,969
Total plan assets at beginning of year	2012-12-31	$10,101,598
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$534,246
Contributions received from other sources (not participants or employers)	2012-12-31	$92,144
Other income received	2012-12-31	$1,309,396
Net income (gross income less expenses)	2012-12-31	$1,798,337
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$14,125,969
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,101,598
Assets. Value of participant loans	2012-12-31	$145,053
Total contributions received or receivable from employer(s)	2012-12-31	$134,234
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN

2014: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ZIEGLER LOTSOFF CAPITAL MANAGEMENT PROFIT SHARING AND 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ZIEGLER LOTSOFF CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):	272347077
NAIC Classification:	523900