ZEPNICK SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZSI EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 54 |
| Number of participants with account balances | 2022-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| 2021: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 47 |
| Number of participants with account balances | 2021-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
| 2020: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 39 |
| Number of participants with account balances | 2020-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 35 |
| Number of participants with account balances | 2019-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $1,623,241 |
| Total plan liabilities at beginning of year | 2022-12-31 | $1,663,225 |
| Total income from all sources | 2022-12-31 | $1,686,376 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $52,422 |
| Total plan assets at end of year | 2022-12-31 | $16,445,055 |
| Total plan assets at beginning of year | 2022-12-31 | $14,851,085 |
| Value of fidelity bond covering the plan | 2022-12-31 | $730,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $52,392 |
| Other income received | 2022-12-31 | $1,594,000 |
| Net income (gross income less expenses) | 2022-12-31 | $1,633,954 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $14,821,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,187,860 |
| Assets. Value of employer securities | 2022-12-31 | $16,445,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $92,376 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $30 |
| 2021 : ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $1,663,225 |
| Total plan liabilities at beginning of year | 2021-12-31 | $1,701,989 |
| Total income from all sources | 2021-12-31 | $6,248,762 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $56,056 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,386 |
| Total plan assets at end of year | 2021-12-31 | $14,851,085 |
| Total plan assets at beginning of year | 2021-12-31 | $8,697,143 |
| Value of fidelity bond covering the plan | 2021-12-31 | $730,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $53,613 |
| Other income received | 2021-12-31 | $6,154,000 |
| Net income (gross income less expenses) | 2021-12-31 | $6,192,706 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $13,187,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,995,154 |
| Assets. Value of employer securities | 2021-12-31 | $14,851,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $94,762 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $57 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $1,701,989 |
| Total plan liabilities at beginning of year | 2020-12-31 | $1,739,568 |
| Total income from all sources | 2020-12-31 | $4,837,376 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $54,826 |
| Total plan assets at end of year | 2020-12-31 | $8,697,143 |
| Total plan assets at beginning of year | 2020-12-31 | $3,952,172 |
| Value of fidelity bond covering the plan | 2020-12-31 | $730,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $54,796 |
| Other income received | 2020-12-31 | $4,745,000 |
| Net income (gross income less expenses) | 2020-12-31 | $4,782,550 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,995,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,212,604 |
| Assets. Value of employer securities | 2020-12-31 | $8,697,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $92,376 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $1,739,568 |
| Total income from all sources | 2019-12-31 | $2,268,576 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $55,972 |
| Total plan assets at end of year | 2019-12-31 | $3,952,172 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $55,944 |
| Other income received | 2019-12-31 | $2,176,000 |
| Net income (gross income less expenses) | 2019-12-31 | $2,212,604 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,212,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $3,952,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $92,576 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $28 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2022: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ZSI EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
