?>
Logo

BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

BERGER & ZAVESKY CO., L.P.A. has sponsored the creation of one or more 401k plans.

Company Name:BERGER & ZAVESKY CO., L.P.A.
Employer identification number (EIN):341869396
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about BERGER & ZAVESKY CO., L.P.A.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1998-06-15
Company Identification Number: 1014196
Legal Registered Office Address: 101 PROSPECT AVE #1800
-
CLEVELAND
United States of America (USA)
441150000

More information about BERGER & ZAVESKY CO., L.P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ROBERT J ZAVESKY
0012015-01-01ROBERT J ZAVESKY
0012014-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2015-06-23
0012013-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2014-06-18
0012012-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2013-05-15
0012011-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2012-05-15
0012010-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2011-05-02
0012009-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2010-06-30
0012009-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2010-06-30
0012009-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2010-07-13
0012009-01-01ROBERT J ZAVESKY ROBERT J ZAVESKY2010-07-13

Plan Statistics for BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$1,873
Expenses. Total of all expenses incurred2016-12-31$103,256
Benefits paid (including direct rollovers)2016-12-31$102,952
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$101,383
Value of fidelity bond covering the plan2016-12-31$25,000
Other income received2016-12-31$1,873
Net income (gross income less expenses)2016-12-31$-101,383
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$101,383
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$304
2015 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-5,246
Expenses. Total of all expenses incurred2015-12-31$1,063
Total plan assets at end of year2015-12-31$101,383
Total plan assets at beginning of year2015-12-31$107,692
Value of fidelity bond covering the plan2015-12-31$25,000
Other income received2015-12-31$-5,246
Net income (gross income less expenses)2015-12-31$-6,309
Net plan assets at end of year (total assets less liabilities)2015-12-31$101,383
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$107,692
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,063
2014 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$-77
Total plan assets at end of year2014-12-31$107,692
Total plan assets at beginning of year2014-12-31$107,769
Value of fidelity bond covering the plan2014-12-31$25,000
Other income received2014-12-31$-77
Net income (gross income less expenses)2014-12-31$-77
Net plan assets at end of year (total assets less liabilities)2014-12-31$107,692
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$107,769
2013 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$5,815
Expenses. Total of all expenses incurred2013-12-31$3,226
Benefits paid (including direct rollovers)2013-12-31$3,226
Total plan assets at end of year2013-12-31$107,769
Total plan assets at beginning of year2013-12-31$105,180
Value of fidelity bond covering the plan2013-12-31$25,000
Other income received2013-12-31$5,815
Net income (gross income less expenses)2013-12-31$2,589
Net plan assets at end of year (total assets less liabilities)2013-12-31$107,769
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$105,180
2012 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$7,559
Expenses. Total of all expenses incurred2012-12-31$3,087
Benefits paid (including direct rollovers)2012-12-31$3,087
Total plan assets at end of year2012-12-31$105,180
Total plan assets at beginning of year2012-12-31$100,708
Value of fidelity bond covering the plan2012-12-31$25,000
Other income received2012-12-31$7,559
Net income (gross income less expenses)2012-12-31$4,472
Net plan assets at end of year (total assets less liabilities)2012-12-31$105,180
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$100,708
2011 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-1,660
Expenses. Total of all expenses incurred2011-12-31$2,973
Benefits paid (including direct rollovers)2011-12-31$2,973
Total plan assets at end of year2011-12-31$100,708
Total plan assets at beginning of year2011-12-31$105,341
Value of fidelity bond covering the plan2011-12-31$25,000
Other income received2011-12-31$-1,660
Net income (gross income less expenses)2011-12-31$-4,633
Net plan assets at end of year (total assets less liabilities)2011-12-31$100,708
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$105,341
2010 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$9,280
Expenses. Total of all expenses incurred2010-12-31$2,759
Benefits paid (including direct rollovers)2010-12-31$2,759
Total plan assets at end of year2010-12-31$105,341
Total plan assets at beginning of year2010-12-31$98,820
Value of fidelity bond covering the plan2010-12-31$25,000
Other income received2010-12-31$9,280
Net income (gross income less expenses)2010-12-31$6,521
Net plan assets at end of year (total assets less liabilities)2010-12-31$105,341
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$98,820

Form 5500 Responses for BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

2016: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3