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ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ZANDER GROUP HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZANDER GROUP HOLDINGS, INC.
Employer identification number (EIN):452704607
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOSHUA VOLLET
0022016-01-01JOSHUA VOLLET
0022015-01-01JOSHUA VOLLET
0022014-01-01JOSHUA VOLLET
0022013-01-01JOSHUA VOLLET
0022012-01-01LON CHERRY
0022011-09-01LON CHERRY

Plan Statistics for ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01184
Number of participants with account balances2022-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01159
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01174
Total number of active participants reported on line 7a of the Form 55002020-01-01144
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01173
Total participants2020-01-01173
Number of participants with account balances2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-01101
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0190
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0197
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0190
Number of participants with account balances2016-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0177
Total number of active participants reported on line 7a of the Form 55002015-01-0167
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0197
Number of participants with account balances2015-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0166
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0177
Number of participants with account balances2014-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0167
Total number of active participants reported on line 7a of the Form 55002013-01-0152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0165
Number of participants with account balances2013-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0164
Total number of active participants reported on line 7a of the Form 55002012-01-0160
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0163
Number of participants with account balances2012-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-0167
Total number of active participants reported on line 7a of the Form 55002011-09-0164
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-0164
Number of participants with account balances2011-09-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010

Financial Data on ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,352,550
Total unrealized appreciation/depreciation of assets2022-12-31$3,352,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,572,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,303,200
Expenses. Interest paid2022-12-31$382,449
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$382,449
Total income from all sources (including contributions)2022-12-31$6,101,001
Total of all expenses incurred2022-12-31$1,018,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$635,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$635,682
Value of total assets at end of year2022-12-31$199,960,184
Value of total assets at beginning of year2022-12-31$196,607,634
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,112,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$58,647
Total non interest bearing cash at beginning of year2022-12-31$58,647
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$5,082,870
Value of net assets at end of year (total assets less liabilities)2022-12-31$184,387,304
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$179,304,434
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
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
Assets. Invements in employer securities at end of year2022-12-31$199,901,537
Assets. Invements in employer securities at beginning of year2022-12-31$196,548,987
Contributions received in cash from employer2022-12-31$635,682
Income. Dividends from common stock2022-12-31$2,112,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$635,682
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$15,572,880
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$17,303,200
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235639
2021 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$50,388,744
Total unrealized appreciation/depreciation of assets2021-12-31$50,388,744
Total transfer of assets from this plan2021-12-31$1,398,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,303,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,033,519
Expenses. Interest paid2021-12-31$420,694
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$420,694
Total income from all sources (including contributions)2021-12-31$56,405,766
Total of all expenses incurred2021-12-31$6,687,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,266,970
Value of total assets at end of year2021-12-31$196,607,634
Value of total assets at beginning of year2021-12-31$150,018,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127
Total interest from all sources2021-12-31$378
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,016,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Administrative expenses (other) incurred2021-12-31$127
Total non interest bearing cash at end of year2021-12-31$58,647
Total non interest bearing cash at beginning of year2021-12-31$3,858,269
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$49,717,975
Value of net assets at end of year (total assets less liabilities)2021-12-31$179,304,434
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,984,993
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$378
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
Assets. Invements in employer securities at end of year2021-12-31$196,548,987
Assets. Invements in employer securities at beginning of year2021-12-31$146,160,243
Income. Dividends from common stock2021-12-31$6,016,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,266,970
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$17,303,200
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$19,033,519
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235639
2020 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$22,882,959
Total unrealized appreciation/depreciation of assets2020-12-31$22,882,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,033,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,763,941
Expenses. Interest paid2020-12-31$461,453
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$461,453
Total income from all sources (including contributions)2020-12-31$25,075,779
Total of all expenses incurred2020-12-31$461,483
Value of total assets at end of year2020-12-31$150,018,512
Value of total assets at beginning of year2020-12-31$127,134,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30
Total interest from all sources2020-12-31$1,047
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,191,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$102
Administrative expenses (other) incurred2020-12-31$30
Total non interest bearing cash at end of year2020-12-31$3,858,269
Total non interest bearing cash at beginning of year2020-12-31$39,172
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$24,614,296
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,984,993
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,370,697
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,047
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
Assets. Invements in employer securities at end of year2020-12-31$146,160,243
Assets. Invements in employer securities at beginning of year2020-12-31$127,095,466
Income. Dividends from common stock2020-12-31$2,191,773
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$19,033,519
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$20,763,839
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235639
2019 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$23,869,794
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$23,869,794
Total unrealized appreciation/depreciation of assets2019-12-31$23,869,794
Total unrealized appreciation/depreciation of assets2019-12-31$23,869,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,763,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,763,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,066,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,066,737
Expenses. Interest paid2019-12-31$490,405
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$490,405
Expenses. Interest paid2019-12-31$490,405
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$490,405
Total income from all sources (including contributions)2019-12-31$25,663,117
Total income from all sources (including contributions)2019-12-31$25,663,117
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$490,405
Total of all expenses incurred2019-12-31$490,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$127,134,638
Value of total assets at end of year2019-12-31$127,134,638
Value of total assets at beginning of year2019-12-31$103,264,722
Value of total assets at beginning of year2019-12-31$103,264,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$123
Total interest from all sources2019-12-31$123
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,793,200
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,793,200
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
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$102
Total non interest bearing cash at end of year2019-12-31$39,172
Total non interest bearing cash at end of year2019-12-31$39,172
Total non interest bearing cash at beginning of year2019-12-31$39,050
Total non interest bearing cash at beginning of year2019-12-31$39,050
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$25,172,712
Value of net income/loss2019-12-31$25,172,712
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,370,697
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,370,697
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,197,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,197,985
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 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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$123
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
Assets. Invements in employer securities at end of year2019-12-31$127,095,466
Assets. Invements in employer securities at end of year2019-12-31$127,095,466
Assets. Invements in employer securities at beginning of year2019-12-31$103,225,672
Income. Dividends from common stock2019-12-31$1,793,200
Income. Dividends from common stock2019-12-31$1,793,200
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$20,763,839
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$20,763,839
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$22,066,635
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$22,066,635
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
Accountancy firm EIN2019-12-31271235638
2018 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$22,495,635
Total plan liabilities at beginning of year2018-12-31$23,768,622
Total income from all sources2018-12-31$23,229,133
Expenses. Total of all expenses incurred2018-12-31$4,698,794
Benefits paid (including direct rollovers)2018-12-31$4,189,274
Total plan assets at end of year2018-12-31$103,693,620
Total plan assets at beginning of year2018-12-31$86,436,268
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$509,520
Other income received2018-12-31$22,793,133
Net income (gross income less expenses)2018-12-31$18,530,339
Net plan assets at end of year (total assets less liabilities)2018-12-31$81,197,985
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$62,667,646
Assets. Value of employer securities2018-12-31$103,225,672
Total contributions received or receivable from employer(s)2018-12-31$436,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$23,768,622
Total plan liabilities at beginning of year2017-12-31$28,385,804
Total income from all sources2017-12-31$19,567,908
Expenses. Total of all expenses incurred2017-12-31$601,892
Total plan assets at end of year2017-12-31$86,436,268
Total plan assets at beginning of year2017-12-31$72,087,434
Value of fidelity bond covering the plan2017-12-31$745,000
Expenses. Other expenses not covered elsewhere2017-12-31$601,892
Other income received2017-12-31$19,015,408
Net income (gross income less expenses)2017-12-31$18,966,016
Net plan assets at end of year (total assets less liabilities)2017-12-31$62,667,646
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$43,701,630
Assets. Value of employer securities2017-12-31$86,397,412
Total contributions received or receivable from employer(s)2017-12-31$552,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$28,385,804
Total plan liabilities at beginning of year2016-12-31$32,299,664
Total income from all sources2016-12-31$7,285,230
Expenses. Total of all expenses incurred2016-12-31$1,930,194
Benefits paid (including direct rollovers)2016-12-31$1,316,473
Total plan assets at end of year2016-12-31$72,087,434
Total plan assets at beginning of year2016-12-31$70,646,258
Value of fidelity bond covering the plan2016-12-31$5,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$613,721
Other income received2016-12-31$6,816,407
Net income (gross income less expenses)2016-12-31$5,355,036
Net plan assets at end of year (total assets less liabilities)2016-12-31$43,701,630
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$38,346,594
Assets. Value of employer securities2016-12-31$72,087,434
Total contributions received or receivable from employer(s)2016-12-31$468,823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$1,316,473
2015 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$32,299,664
Total plan liabilities at beginning of year2015-12-31$29,893,165
Total income from all sources2015-12-31$14,536,779
Expenses. Total of all expenses incurred2015-12-31$2,797,334
Benefits paid (including direct rollovers)2015-12-31$2,146,259
Total plan assets at end of year2015-12-31$70,646,258
Total plan assets at beginning of year2015-12-31$56,500,314
Value of fidelity bond covering the plan2015-12-31$775,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$651,075
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$14,055,000
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$11,739,445
Net plan assets at end of year (total assets less liabilities)2015-12-31$38,346,594
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$26,607,149
Assets. Value of employer securities2015-12-31$68,500,000
Total contributions received or receivable from employer(s)2015-12-31$481,779
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$29,893,165
Total plan liabilities at beginning of year2014-12-31$31,729,342
Total income from all sources2014-12-31$7,528,204
Expenses. Total of all expenses incurred2014-12-31$691,713
Benefits paid (including direct rollovers)2014-12-31$1,571
Total plan assets at end of year2014-12-31$56,500,314
Total plan assets at beginning of year2014-12-31$51,500,000
Value of fidelity bond covering the plan2014-12-31$745,000
Expenses. Other expenses not covered elsewhere2014-12-31$690,142
Other income received2014-12-31$7,150,000
Net income (gross income less expenses)2014-12-31$6,836,491
Net plan assets at end of year (total assets less liabilities)2014-12-31$26,607,149
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$19,770,658
Assets. Value of employer securities2014-12-31$56,500,000
Total contributions received or receivable from employer(s)2014-12-31$378,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$31,729,342
Total plan liabilities at beginning of year2013-12-31$33,490,834
Total income from all sources2013-12-31$12,990,700
Expenses. Total of all expenses incurred2013-12-31$729,208
Total plan assets at end of year2013-12-31$51,500,000
Total plan assets at beginning of year2013-12-31$41,000,000
Value of fidelity bond covering the plan2013-12-31$745,000
Expenses. Other expenses not covered elsewhere2013-12-31$729,208
Other income received2013-12-31$12,670,000
Net income (gross income less expenses)2013-12-31$12,261,492
Net plan assets at end of year (total assets less liabilities)2013-12-31$19,770,658
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,509,166
Assets. Value of employer securities2013-12-31$51,500,000
Total contributions received or receivable from employer(s)2013-12-31$320,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$33,490,834
Total plan liabilities at beginning of year2012-12-31$35,497,665
Total income from all sources2012-12-31$4,179,766
Expenses. Total of all expenses incurred2012-12-31$1,172,935
Total plan assets at end of year2012-12-31$41,000,000
Total plan assets at beginning of year2012-12-31$40,000,000
Value of fidelity bond covering the plan2012-12-31$375,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,172,935
Other income received2012-12-31$3,840,000
Net income (gross income less expenses)2012-12-31$3,006,831
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,509,166
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,502,335
Assets. Value of employer securities2012-12-31$41,000,000
Total contributions received or receivable from employer(s)2012-12-31$339,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$35,497,665
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$4,964,752
Expenses. Total of all expenses incurred2011-12-31$462,417
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$40,000,000
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$375,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$462,417
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,650,000
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$4,502,335
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,502,335
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$40,000,000
Total contributions received or receivable from employer(s)2011-12-31$314,752
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ZANDER GROUP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01First time form 5500 has been submittedYes
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes

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