401k Plan data: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN plan

ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN
Plan identification number	002

ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ZACHERL, O'MALLEY & ENDEJAN, S.C. has sponsored the creation of one or more 401k plans.

Company Name: ZACHERL, O'MALLEY & ENDEJAN, S.C.

Employer identification number (EIN): 391378121

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JOHN ZACHERL 2013-02-21
002 2011-01-01 JOHN ZACHERL 2012-06-04
002 2009-01-01 DAN PARKS JOHN C. ZACHERL 2010-06-11
002 2009-01-01 JOHN C. ZACHERL 2010-06-11
002 2008-01-01 JOHN ZACHERL 2010-04-13
002 2007-01-01 JOHN ZACHERL 2010-04-13
002 2003-01-01 JOHN ZACHERL 2010-04-22

Plan Statistics for ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 9
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 11
Number of participants with account balances 2008-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 9
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 2
Total of all active and inactive participants 2007-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 11
Number of participants with account balances 2007-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2003: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year 2003-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2003-01-01 11
Number of retired or separated participants receiving benefits 2003-01-01 0
Number of other retired or separated participants entitled to future benefits 2003-01-01 0
Total of all active and inactive participants 2003-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-01-01 0
Total participants 2003-01-01 11
Number of participants with account balances 2003-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-01-01 0

Measure	Date	Value
2009: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	9
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	11
Number of participants with account balances	2008-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	9
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	2
Total of all active and inactive participants	2007-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	11
Number of participants with account balances	2007-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2003: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year	2003-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2003-01-01	11
Number of retired or separated participants receiving benefits	2003-01-01	0
Number of other retired or separated participants entitled to future benefits	2003-01-01	0
Total of all active and inactive participants	2003-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-01-01	0
Total participants	2003-01-01	11
Number of participants with account balances	2003-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-01-01	0

Financial Data on ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$141,854
Expenses. Total of all expenses incurred	2010-12-31	$3,608
Benefits paid (including direct rollovers)	2010-12-31	$3,508
Total plan assets at end of year	2010-12-31	$649,332
Total plan assets at beginning of year	2010-12-31	$511,086
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$42,695
Other income received	2010-12-31	$84,837
Net income (gross income less expenses)	2010-12-31	$138,246
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$649,332
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$511,086
Assets. Value of participant loans	2010-12-31	$40,556
Total contributions received or receivable from employer(s)	2010-12-31	$14,322
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100
2004 : ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources	2004-12-31	$58,426
Expenses. Total of all expenses incurred	2004-12-31	$150
Total plan assets at end of year	2004-12-31	$381,527
Total plan assets at beginning of year	2004-12-31	$323,251
Total contributions received or receivable from participants	2004-12-31	$26,551
Contributions received from other sources (not participants or employers)	2004-12-31	$1,162
Other income received	2004-12-31	$30,713
Net income (gross income less expenses)	2004-12-31	$58,276
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$381,527
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$323,251
Assets. Value of participant loans	2004-12-31	$41,461
Total contributions received or receivable from employer(s)	2004-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2004-12-31	$150

Form 5500 Responses for ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN

2009: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2007: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2003: ZACHERL, O'MALLEY & ENDEJAN, S.C. 401(K) PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – Insurance	Yes
2003-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

938341

Policy instance

Insurance contract or identification number	938341
Number of Individuals Covered	10
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,826
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,826
Insurance broker organization code?	4
Insurance broker name	PRIMERICA FINANCIAL SERVICES, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

938341

Policy instance

Insurance contract or identification number	938341
Number of Individuals Covered	8
Insurance policy start date	2004-01-01
Insurance policy end date	2004-12-31
Total amount of commissions paid to insurance broker	USD $1,067
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,067
Insurance broker organization code?	4
Insurance broker name	TRAVELERS

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	ZACHERL, O'MALLEY & ENDEJAN, S.C.
Employer identification number (EIN):	391378121
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	JOHN ZACHERL	2013-02-21
002	2011-01-01	JOHN ZACHERL	2012-06-04
002	2009-01-01	DAN PARKS		JOHN C. ZACHERL	2010-06-11
002	2009-01-01			JOHN C. ZACHERL	2010-06-11
002	2008-01-01			JOHN ZACHERL	2010-04-13
002	2007-01-01			JOHN ZACHERL	2010-04-13
002	2003-01-01			JOHN ZACHERL	2010-04-22