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ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 401k Plan overview

Plan NameZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST
Plan identification number 002

ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ZEHNDER'S OF FRANKENMUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZEHNDER'S OF FRANKENMUTH, INC.
Employer identification number (EIN):381280601
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01L SUSAN ZEHNDER2023-08-16
0022021-01-01L SUSAN ZEHNDER2022-10-16
0022020-01-01L SUSAN ZEHNDER2021-10-07
0022019-01-01L SUSAN ZEHNDER2020-10-14
0022018-01-01L. SUSAN ZEHNDER2019-10-04
0022017-01-01
0022016-01-01
0022015-01-01SUSAN ZEHNDER
0022014-01-01SUSAN ZEHNDER
0022013-01-01SUSAN ZEHNDER
0022012-01-01SUSAN ZEHNDER
0022011-01-01SUSAN ZEHNDER
0022009-01-01L. SUSAN ZEHNDER
0022009-01-01SUSAN ZEHNDER

Plan Statistics for ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST

401k plan membership statisitcs for ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST

Measure Date Value
2022: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01408
Total number of active participants reported on line 7a of the Form 55002022-01-01344
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01393
Number of participants with account balances2022-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01437
Total number of active participants reported on line 7a of the Form 55002021-01-01319
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01371
Number of participants with account balances2021-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01458
Total number of active participants reported on line 7a of the Form 55002020-01-01374
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01421
Number of participants with account balances2020-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01446
Total number of active participants reported on line 7a of the Form 55002019-01-01387
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01416
Number of participants with account balances2019-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01390
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01414
Number of participants with account balances2018-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01411
Total number of active participants reported on line 7a of the Form 55002017-01-01386
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01412
Number of participants with account balances2017-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01389
Total number of active participants reported on line 7a of the Form 55002016-01-01365
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01374
Number of participants with account balances2016-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01349
Total number of active participants reported on line 7a of the Form 55002015-01-01324
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01341
Number of participants with account balances2015-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01366
Total number of active participants reported on line 7a of the Form 55002014-01-01301
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01327
Number of participants with account balances2014-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0133
2013: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01363
Total number of active participants reported on line 7a of the Form 55002013-01-01324
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01341
Number of participants with account balances2013-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01357
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01333
Number of participants with account balances2012-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01364
Total number of active participants reported on line 7a of the Form 55002011-01-01320
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01339
Number of participants with account balances2011-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01338
Total number of active participants reported on line 7a of the Form 55002009-01-01315
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01343
Number of participants with account balances2009-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST

Measure Date Value
2022 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,609,892
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$531,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$443,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,148,662
Value of total assets at end of year2022-12-31$13,566,289
Value of total assets at beginning of year2022-12-31$15,708,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,148
Total interest from all sources2022-12-31$11,639
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$62,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$62,735
Administrative expenses professional fees incurred2022-12-31$88,148
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$946,557
Participant contributions at end of year2022-12-31$223,119
Participant contributions at beginning of year2022-12-31$197,022
Total non interest bearing cash at end of year2022-12-31$3,385
Total non interest bearing cash at beginning of year2022-12-31$4,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,141,886
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,566,289
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,708,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,135,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,176,398
Interest on participant loans2022-12-31$11,639
Value of interest in common/collective trusts at end of year2022-12-31$12,198,517
Value of interest in common/collective trusts at beginning of year2022-12-31$12,324,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,832,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$202,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$443,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31YEO & YEO
Accountancy firm EIN2022-12-31382706146
2021 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,962,883
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,238,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,141,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$822,324
Value of total assets at end of year2021-12-31$15,708,175
Value of total assets at beginning of year2021-12-31$13,983,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,103
Total interest from all sources2021-12-31$13,376
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$183,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$183,448
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$817,350
Participant contributions at end of year2021-12-31$197,022
Participant contributions at beginning of year2021-12-31$240,356
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,974
Total non interest bearing cash at end of year2021-12-31$4,876
Total non interest bearing cash at beginning of year2021-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,724,311
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,708,175
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,983,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$97,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,176,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,805,021
Interest on participant loans2021-12-31$13,376
Value of interest in common/collective trusts at end of year2021-12-31$12,324,155
Value of interest in common/collective trusts at beginning of year2021-12-31$10,932,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$91
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,943,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,141,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,662,991
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$502,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$403,019
Value of total corrective distributions2020-12-31$2,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$677,254
Value of total assets at end of year2020-12-31$13,983,864
Value of total assets at beginning of year2020-12-31$11,823,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,584
Total interest from all sources2020-12-31$10,526
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$93,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$93,242
Administrative expenses professional fees incurred2020-12-31$3,395
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$677,254
Participant contributions at end of year2020-12-31$240,356
Participant contributions at beginning of year2020-12-31$240,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,160,249
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,983,864
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,823,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$68,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,805,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,301,980
Interest on participant loans2020-12-31$10,526
Value of interest in common/collective trusts at end of year2020-12-31$10,932,990
Value of interest in common/collective trusts at beginning of year2020-12-31$9,244,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$31,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$31,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,398
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$339,397
Net investment gain or loss from common/collective trusts2020-12-31$1,542,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$402,759
Contract administrator fees2020-12-31$25,227
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,854,818
Total income from all sources (including contributions)2019-12-31$2,854,818
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$636,729
Total of all expenses incurred2019-12-31$636,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$542,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$542,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$732,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$732,681
Value of total assets at end of year2019-12-31$11,823,615
Value of total assets at end of year2019-12-31$11,823,615
Value of total assets at beginning of year2019-12-31$9,605,526
Value of total assets at beginning of year2019-12-31$9,605,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,787
Total interest from all sources2019-12-31$10,817
Total interest from all sources2019-12-31$10,817
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$74,611
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$74,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$74,611
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$74,611
Administrative expenses professional fees incurred2019-12-31$3,045
Administrative expenses professional fees incurred2019-12-31$3,045
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$732,681
Contributions received from participants2019-12-31$732,681
Participant contributions at end of year2019-12-31$240,996
Participant contributions at end of year2019-12-31$240,996
Participant contributions at beginning of year2019-12-31$163,983
Participant contributions at beginning of year2019-12-31$163,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,218,089
Value of net income/loss2019-12-31$2,218,089
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,823,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,823,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,605,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,605,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$64,920
Investment advisory and management fees2019-12-31$64,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,301,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,301,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,913,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,913,008
Interest on participant loans2019-12-31$10,817
Interest on participant loans2019-12-31$10,817
Value of interest in common/collective trusts at end of year2019-12-31$9,244,241
Value of interest in common/collective trusts at end of year2019-12-31$9,244,241
Value of interest in common/collective trusts at beginning of year2019-12-31$7,323,451
Value of interest in common/collective trusts at beginning of year2019-12-31$7,323,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$31,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$31,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,939
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$260
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$403,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$403,578
Net investment gain or loss from common/collective trusts2019-12-31$1,633,131
Net investment gain or loss from common/collective trusts2019-12-31$1,633,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$200,000
Employer contributions (assets) at beginning of year2019-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$542,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$542,682
Contract administrator fees2019-12-31$25,822
Contract administrator fees2019-12-31$25,822
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$267,287
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$600,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$507,075
Expenses. Certain deemed distributions of participant loans2018-12-31$2,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$854,267
Value of total assets at end of year2018-12-31$9,605,526
Value of total assets at beginning of year2018-12-31$9,938,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$91,155
Total interest from all sources2018-12-31$4,897
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$128,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$128,135
Administrative expenses professional fees incurred2018-12-31$2,952
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$654,267
Participant contributions at end of year2018-12-31$163,983
Participant contributions at beginning of year2018-12-31$150,224
Other income not declared elsewhere2018-12-31$880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-333,333
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,605,526
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,938,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$62,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,913,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,352,318
Interest on participant loans2018-12-31$6,996
Interest earned on other investments2018-12-31$-2,099
Value of interest in common/collective trusts at end of year2018-12-31$7,323,451
Value of interest in common/collective trusts at beginning of year2018-12-31$7,326,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,038
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-253,864
Net investment gain or loss from common/collective trusts2018-12-31$-467,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$200,000
Employer contributions (assets) at end of year2018-12-31$200,000
Employer contributions (assets) at beginning of year2018-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$506,641
Contract administrator fees2018-12-31$25,724
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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$2,152,399
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$480,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$393,789
Expenses. Certain deemed distributions of participant loans2017-12-31$1,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$656,642
Value of total assets at end of year2017-12-31$9,938,859
Value of total assets at beginning of year2017-12-31$8,266,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,432
Total interest from all sources2017-12-31$2,296
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$107,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$107,514
Administrative expenses professional fees incurred2017-12-31$3,024
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$556,533
Participant contributions at end of year2017-12-31$150,224
Participant contributions at beginning of year2017-12-31$177,761
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$1,672,017
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,938,859
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,266,842
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$58,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,352,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,021,640
Interest on participant loans2017-12-31$7,361
Interest earned on other investments2017-12-31$-5,065
Value of interest in common/collective trusts at end of year2017-12-31$7,326,382
Value of interest in common/collective trusts at beginning of year2017-12-31$5,933,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$21,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$21,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,103
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$320,981
Net investment gain or loss from common/collective trusts2017-12-31$1,064,966
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$100,109
Employer contributions (assets) at end of year2017-12-31$100,000
Employer contributions (assets) at beginning of year2017-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$393,097
Contract administrator fees2017-12-31$24,384
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,220,578
Total of all expenses incurred2016-12-31$623,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$543,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$626,542
Value of total assets at end of year2016-12-31$8,266,842
Value of total assets at beginning of year2016-12-31$7,670,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,010
Total interest from all sources2016-12-31$8,177
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$54,682
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$54,682
Administrative expenses professional fees incurred2016-12-31$2,946
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$526,542
Participant contributions at end of year2016-12-31$177,761
Participant contributions at beginning of year2016-12-31$199,315
Other income not declared elsewhere2016-12-31$2,469
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
Value of net income/loss2016-12-31$596,662
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,266,842
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,670,180
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$53,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,021,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,859,106
Interest on participant loans2016-12-31$7,223
Interest earned on other investments2016-12-31$954
Value of interest in common/collective trusts at end of year2016-12-31$5,933,836
Value of interest in common/collective trusts at beginning of year2016-12-31$5,500,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$21,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,149
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,433
Net investment gain or loss from common/collective trusts2016-12-31$413,275
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$100,000
Employer contributions (assets) at end of year2016-12-31$100,000
Employer contributions (assets) at beginning of year2016-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$543,136
Contract administrator fees2016-12-31$23,902
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$496,248
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$430,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$362,767
Expenses. Certain deemed distributions of participant loans2015-12-31$1,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$585,283
Value of total assets at end of year2015-12-31$7,670,180
Value of total assets at beginning of year2015-12-31$7,604,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,034
Total interest from all sources2015-12-31$5,957
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$470,566
Participant contributions at end of year2015-12-31$199,315
Participant contributions at beginning of year2015-12-31$132,684
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,013
Other income not declared elsewhere2015-12-31$-5,630
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$66,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,670,180
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,604,122
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$1,859,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,698,509
Interest on participant loans2015-12-31$5,957
Value of interest in common/collective trusts at end of year2015-12-31$5,500,489
Value of interest in common/collective trusts at beginning of year2015-12-31$5,647,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,779
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,829
Net investment gain or loss from common/collective trusts2015-12-31$-50,533
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
Contributions received in cash from employer2015-12-31$105,704
Employer contributions (assets) at end of year2015-12-31$100,000
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$361,613
Contract administrator fees2015-12-31$66,034
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,460
Total unrealized appreciation/depreciation of assets2014-12-31$1,460
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$1,176,383
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$518,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$439,482
Expenses. Certain deemed distributions of participant loans2014-12-31$2,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$695,734
Value of total assets at end of year2014-12-31$7,604,122
Value of total assets at beginning of year2014-12-31$6,946,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,616
Total interest from all sources2014-12-31$4,469
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$405,467
Participant contributions at end of year2014-12-31$132,684
Participant contributions at beginning of year2014-12-31$109,416
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$119,660
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$657,609
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,604,122
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,946,513
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$1,698,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,432,322
Income. Interest from loans (other than to participants)2014-12-31$4,469
Value of interest in common/collective trusts at end of year2014-12-31$5,647,152
Value of interest in common/collective trusts at beginning of year2014-12-31$5,289,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,319
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$102,106
Net investment gain or loss from common/collective trusts2014-12-31$372,614
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
Contributions received in cash from employer2014-12-31$170,607
Employer contributions (assets) at end of year2014-12-31$100,000
Employer contributions (assets) at beginning of year2014-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$438,118
Contract administrator fees2014-12-31$76,616
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,425
Total unrealized appreciation/depreciation of assets2013-12-31$1,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,533,310
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,085,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,017,713
Expenses. Certain deemed distributions of participant loans2013-12-31$2,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$491,951
Value of total assets at end of year2013-12-31$6,946,513
Value of total assets at beginning of year2013-12-31$6,498,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,319
Total interest from all sources2013-12-31$4,187
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$391,951
Participant contributions at end of year2013-12-31$109,416
Participant contributions at beginning of year2013-12-31$113,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$447,583
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,946,513
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,498,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,432,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,232,332
Interest on participant loans2013-12-31$4,187
Value of interest in common/collective trusts at end of year2013-12-31$5,289,180
Value of interest in common/collective trusts at beginning of year2013-12-31$1,025,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$13,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$13,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,894
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$973,868
Net investment gain or loss from common/collective trusts2013-12-31$61,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$100,000
Employer contributions (assets) at end of year2013-12-31$100,000
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,016,349
Contract administrator fees2013-12-31$65,319
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,221,402
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$245,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$470,230
Value of total assets at end of year2012-12-31$6,498,930
Value of total assets at beginning of year2012-12-31$5,523,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,405
Total interest from all sources2012-12-31$4,385
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$370,230
Participant contributions at end of year2012-12-31$113,013
Participant contributions at beginning of year2012-12-31$90,471
Participant contributions at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$975,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,498,930
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,523,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,232,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,596,162
Interest on participant loans2012-12-31$4,385
Value of interest in common/collective trusts at end of year2012-12-31$1,025,742
Value of interest in common/collective trusts at beginning of year2012-12-31$760,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$13,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,564
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$703,113
Net investment gain or loss from common/collective trusts2012-12-31$42,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$100,000
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$185,863
Contract administrator fees2012-12-31$58,405
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$378,314
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$303,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$251,712
Expenses. Certain deemed distributions of participant loans2011-12-31$2,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$397,238
Value of total assets at end of year2011-12-31$5,523,160
Value of total assets at beginning of year2011-12-31$5,448,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,781
Total interest from all sources2011-12-31$2,891
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$345,568
Participant contributions at end of year2011-12-31$90,471
Participant contributions at beginning of year2011-12-31$66,821
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$11,058
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$74,961
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,523,160
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,448,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,596,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,491,713
Interest on participant loans2011-12-31$2,891
Value of interest in common/collective trusts at end of year2011-12-31$760,963
Value of interest in common/collective trusts at beginning of year2011-12-31$817,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,195
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-54,586
Net investment gain or loss from common/collective trusts2011-12-31$32,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$50,000
Employer contributions (assets) at end of year2011-12-31$50,000
Employer contributions (assets) at beginning of year2011-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$250,413
Contract administrator fees2011-12-31$48,781
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$953,834
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$312,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$259,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$377,461
Value of total assets at end of year2010-12-31$5,448,199
Value of total assets at beginning of year2010-12-31$4,806,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,000
Total interest from all sources2010-12-31$2,749
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$324,124
Participant contributions at end of year2010-12-31$66,821
Participant contributions at beginning of year2010-12-31$62,395
Participant contributions at end of year2010-12-31$11,058
Participant contributions at beginning of year2010-12-31$10,023
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,337
Other income not declared elsewhere2010-12-31$2,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$641,528
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,448,199
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,806,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,491,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,824,586
Interest on participant loans2010-12-31$2,749
Value of interest in common/collective trusts at end of year2010-12-31$817,412
Value of interest in common/collective trusts at beginning of year2010-12-31$870,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,104
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$554,942
Net investment gain or loss from common/collective trusts2010-12-31$16,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$50,000
Employer contributions (assets) at end of year2010-12-31$50,000
Employer contributions (assets) at beginning of year2010-12-31$28,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$258,116
Contract administrator fees2010-12-31$53,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST

2022: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & P/S PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number03302180
Policy instance 1
Insurance contract or identification number03302180
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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