401k Plan data: ZOOM NORTH AMERICA LLC 401(K) PLAN plan

ZOOM NORTH AMERICA LLC 401(K) PLAN 401k Plan overview

Plan Name	ZOOM NORTH AMERICA LLC 401(K) PLAN
Plan identification number	001

ZOOM NORTH AMERICA LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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
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.
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

ZOOM NORTH AMERICA LLC has sponsored the creation of one or more 401k plans.

Company Name: ZOOM NORTH AMERICA LLC

Employer identification number (EIN): 364762022

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZOOM NORTH AMERICA LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ANITA MASSON
001 2016-01-01 ANITA MASSON
001 2015-01-01 ANITA MASSON

Plan Statistics for ZOOM NORTH AMERICA LLC 401(K) PLAN

401k plan membership statisitcs for ZOOM NORTH AMERICA LLC 401(K) PLAN

Measure Date Value
2022: ZOOM NORTH AMERICA LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 28
Number of participants with account balances 2022-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ZOOM NORTH AMERICA LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 23
Number of participants with account balances 2021-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ZOOM NORTH AMERICA LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ZOOM NORTH AMERICA LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ZOOM NORTH AMERICA LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ZOOM NORTH AMERICA LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ZOOM NORTH AMERICA LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ZOOM NORTH AMERICA LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: ZOOM NORTH AMERICA LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	28
Number of participants with account balances	2022-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ZOOM NORTH AMERICA LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	23
Number of participants with account balances	2021-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ZOOM NORTH AMERICA LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ZOOM NORTH AMERICA LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ZOOM NORTH AMERICA LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ZOOM NORTH AMERICA LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ZOOM NORTH AMERICA LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ZOOM NORTH AMERICA LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on ZOOM NORTH AMERICA LLC 401(K) PLAN

Measure	Date	Value
2022 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-61,170
Expenses. Total of all expenses incurred	2022-12-31	$16,510
Benefits paid (including direct rollovers)	2022-12-31	$5,039
Total plan assets at end of year	2022-12-31	$1,608,199
Total plan assets at beginning of year	2022-12-31	$1,685,879
Value of fidelity bond covering the plan	2022-12-31	$199,000
Total contributions received or receivable from participants	2022-12-31	$167,703
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-322,524
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-77,680
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,608,199
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,685,879
Assets. Value of participant loans	2022-12-31	$46,673
Total contributions received or receivable from employer(s)	2022-12-31	$93,651
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$1,821
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,650
2021 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$488,862
Expenses. Total of all expenses incurred	2021-12-31	$24,521
Benefits paid (including direct rollovers)	2021-12-31	$6,736
Total plan assets at end of year	2021-12-31	$1,685,879
Total plan assets at beginning of year	2021-12-31	$1,221,538
Value of fidelity bond covering the plan	2021-12-31	$199,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$160,045
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$238,068
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$464,341
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,685,879
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,221,538
Assets. Value of participant loans	2021-12-31	$57,619
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$90,749
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$9,023
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,762
2020 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$414,012
Expenses. Total of all expenses incurred	2020-12-31	$50,983
Benefits paid (including direct rollovers)	2020-12-31	$39,668
Total plan assets at end of year	2020-12-31	$1,221,538
Total plan assets at beginning of year	2020-12-31	$858,509
Value of fidelity bond covering the plan	2020-12-31	$199,000
Total contributions received or receivable from participants	2020-12-31	$151,355
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$15,838
Other income received	2020-12-31	$163,275
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$363,029
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,221,538
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$858,509
Assets. Value of participant loans	2020-12-31	$2,074
Total contributions received or receivable from employer(s)	2020-12-31	$83,544
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$11,315
2019 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$366,485
Expenses. Total of all expenses incurred	2019-12-31	$19,765
Benefits paid (including direct rollovers)	2019-12-31	$8,071
Total plan assets at end of year	2019-12-31	$858,509
Total plan assets at beginning of year	2019-12-31	$511,789
Value of fidelity bond covering the plan	2019-12-31	$199,000
Total contributions received or receivable from participants	2019-12-31	$135,496
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$166,395
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$346,720
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$858,509
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$511,789
Assets. Value of participant loans	2019-12-31	$3,186
Total contributions received or receivable from employer(s)	2019-12-31	$64,594
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total income from all sources	2018-12-31	$147,385
Expenses. Total of all expenses incurred	2018-12-31	$10,573
Benefits paid (including direct rollovers)	2018-12-31	$2,348
Total plan assets at end of year	2018-12-31	$511,789
Total plan assets at beginning of year	2018-12-31	$374,977
Value of fidelity bond covering the plan	2018-12-31	$199,000
Total contributions received or receivable from participants	2018-12-31	$106,469
Contributions received from other sources (not participants or employers)	2018-12-31	$31,789
Other income received	2018-12-31	$-41,527
Net income (gross income less expenses)	2018-12-31	$136,812
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$511,789
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$374,977
Assets. Value of participant loans	2018-12-31	$4,235
Total contributions received or receivable from employer(s)	2018-12-31	$50,654
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$179,388
Expenses. Total of all expenses incurred	2017-12-31	$5,183
Total plan assets at end of year	2017-12-31	$374,977
Total plan assets at beginning of year	2017-12-31	$200,772
Value of fidelity bond covering the plan	2017-12-31	$199,000
Total contributions received or receivable from participants	2017-12-31	$85,494
Other income received	2017-12-31	$47,152
Net income (gross income less expenses)	2017-12-31	$174,205
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$374,977
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$200,772
Total contributions received or receivable from employer(s)	2017-12-31	$46,742
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,183
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$131,687
Expenses. Total of all expenses incurred	2016-12-31	$2,523
Total plan assets at end of year	2016-12-31	$200,772
Total plan assets at beginning of year	2016-12-31	$71,608
Value of fidelity bond covering the plan	2016-12-31	$199,000
Total contributions received or receivable from participants	2016-12-31	$75,838
Other income received	2016-12-31	$14,104
Net income (gross income less expenses)	2016-12-31	$129,164
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$200,772
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$71,608
Total contributions received or receivable from employer(s)	2016-12-31	$41,745
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,523
2015 : ZOOM NORTH AMERICA LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$71,608
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$71,608
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$199,000
Total contributions received or receivable from participants	2015-12-31	$49,924
Other income received	2015-12-31	$-298
Net income (gross income less expenses)	2015-12-31	$71,608
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$71,608
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$21,982

Form 5500 Responses for ZOOM NORTH AMERICA LLC 401(K) PLAN

2022: ZOOM NORTH AMERICA LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ZOOM NORTH AMERICA LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ZOOM NORTH AMERICA LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ZOOM NORTH AMERICA LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ZOOM NORTH AMERICA LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ZOOM NORTH AMERICA LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ZOOM NORTH AMERICA LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ZOOM NORTH AMERICA LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

801092

Policy instance

Insurance contract or identification number	801092
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-11-02
Total amount of commissions paid to insurance broker	USD $3,811
Total amount of fees paid to insurance company	USD $508
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	125
Commission paid to Insurance Broker	USD $3,811

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

801092

Policy instance

Insurance contract or identification number	801092
Number of Individuals Covered	19
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,308
Total amount of fees paid to insurance company	USD $458
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,308
Insurance broker organization code?	3
Amount paid for insurance broker fees	333
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

801092

Policy instance

Insurance contract or identification number	801092
Number of Individuals Covered	15
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,369
Total amount of fees paid to insurance company	USD $137
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,369
Insurance broker organization code?	3
Amount paid for insurance broker fees	137
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	DAVID G LEONARD

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Company Name:	ZOOM NORTH AMERICA LLC
Employer identification number (EIN):	364762022
NAIC Classification:	423600