ZAPPIA & LEVAHN, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2024 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-06-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-04 | 584168 |
| Net assets as of the end of the plan year | 2024-06-04 | 0 |
| Total assets as of the beginning of the plan year | 2024-06-04 | 583152 |
| Value of plan covered by a fidelity bond | 2024-06-04 | 340000 |
| Participant contributions to plan in this plan year | 2024-06-04 | 0 |
| Other income to plan in this plan year | 2024-06-04 | 1016 |
| Plan net income in this plan year | 2024-06-04 | -583152 |
| Net assets as of the end of the plan year | 2024-06-04 | 0 |
| Net assets as of the beginning of the plan year | 2024-06-04 | 583152 |
| Employer contributions to plan in this plan year | 2024-06-04 | 0 |
| 2023 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $-137,800 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $2,409,918 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $2,401,454 |
| Total plan assets at end of year | 2023-12-31 | $583,152 |
| Total plan assets at beginning of year | 2023-12-31 | $3,130,870 |
| Value of fidelity bond covering the plan | 2023-12-31 | $340,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $8,464 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $-216,690 |
| Net income (gross income less expenses) | 2023-12-31 | $-2,547,718 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $583,152 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,130,870 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $48,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-241,990 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $28,062 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $18,528 |
| Total plan assets at end of year | 2022-12-31 | $3,130,870 |
| Total plan assets at beginning of year | 2022-12-31 | $3,400,922 |
| Value of fidelity bond covering the plan | 2022-12-31 | $340,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $6,500 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-319,808 |
| Net income (gross income less expenses) | 2022-12-31 | $-270,052 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,130,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,400,922 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $319,898 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $71,318 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $9,534 |
| 2021 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $375,717 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $81,452 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $80,102 |
| Total plan assets at end of year | 2021-12-31 | $3,400,922 |
| Total plan assets at beginning of year | 2021-12-31 | $3,106,657 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $27,146 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $303,949 |
| Net income (gross income less expenses) | 2021-12-31 | $294,265 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,400,922 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,106,657 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $453,835 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $44,622 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,350 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $229,744 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $24,246 |
| Total plan assets at end of year | 2020-12-31 | $3,106,657 |
| Total plan assets at beginning of year | 2020-12-31 | $2,901,159 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $36,165 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $9,522 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $128,053 |
| Net income (gross income less expenses) | 2020-12-31 | $205,498 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,106,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,901,159 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $546,750 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $65,526 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $14,724 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $500,703 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $139,095 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $137,936 |
| Total plan assets at end of year | 2019-12-31 | $2,901,159 |
| Total plan assets at beginning of year | 2019-12-31 | $2,539,551 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $56,988 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $358,132 |
| Net income (gross income less expenses) | 2019-12-31 | $361,608 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,901,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,539,551 |
| Assets. Value of participant loans | 2019-12-31 | $14,749 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $514,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $85,583 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,159 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $508,403 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,541 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,511 |
| Total plan assets at end of year | 2018-12-31 | $2,539,551 |
| Total plan assets at beginning of year | 2018-12-31 | $2,033,689 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $55,664 |
| Other income received | 2018-12-31 | $373,135 |
| Net income (gross income less expenses) | 2018-12-31 | $505,862 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,539,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,033,689 |
| Assets. Value of participant loans | 2018-12-31 | $17,646 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $470,691 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $79,604 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,030 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $179,460 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $440,582 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $445,994 |
| Total plan assets at end of year | 2017-12-31 | $2,033,689 |
| Total plan assets at beginning of year | 2017-12-31 | $2,294,811 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $16,313 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $-5,412 |
| Other income received | 2017-12-31 | $83,858 |
| Net income (gross income less expenses) | 2017-12-31 | $-261,122 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,033,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,294,811 |
| Assets. Value of participant loans | 2017-12-31 | $20,419 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $231,779 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $79,289 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $260,238 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $50,570 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $50,506 |
| Total plan assets at end of year | 2016-12-31 | $2,294,811 |
| Total plan assets at beginning of year | 2016-12-31 | $2,085,143 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $65,294 |
| Other income received | 2016-12-31 | $110,303 |
| Net income (gross income less expenses) | 2016-12-31 | $209,668 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,294,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,085,143 |
| Assets. Value of participant loans | 2016-12-31 | $23,079 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $330,072 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $84,641 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $64 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $98,589 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $122,930 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $122,880 |
| Total plan assets at end of year | 2015-12-31 | $2,085,143 |
| Total plan assets at beginning of year | 2015-12-31 | $2,109,484 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $58,796 |
| Other income received | 2015-12-31 | $-43,341 |
| Net income (gross income less expenses) | 2015-12-31 | $-24,341 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,085,143 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,109,484 |
| Assets. Value of participant loans | 2015-12-31 | $25,632 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $269,251 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $83,134 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $204,469 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,530 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,455 |
| Total plan assets at end of year | 2014-12-31 | $2,109,484 |
| Total plan assets at beginning of year | 2014-12-31 | $1,906,545 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $61,082 |
| Other income received | 2014-12-31 | $57,616 |
| Net income (gross income less expenses) | 2014-12-31 | $202,939 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,109,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,906,545 |
| Assets. Value of participant loans | 2014-12-31 | $27,939 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $61,605 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $85,771 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2023: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 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 – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ZAPPIA & LEVAHN, LTD. RETIREMENT SAVINGS PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
