401k Plan data: HIRSHORN ZUCKERMAN 401(K) PLAN plan

HIRSHORN ZUCKERMAN 401(K) PLAN 401k Plan overview

Plan Name	HIRSHORN ZUCKERMAN 401(K) PLAN
Plan identification number	001

HIRSHORN ZUCKERMAN 401(K) 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.

401k Sponsoring company profile

HIRSHORN ZUCKERMAN DESIGN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: HIRSHORN ZUCKERMAN DESIGN GROUP, INC.

Employer identification number (EIN): 521677152

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIRSHORN ZUCKERMAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 JERRY ZUCKERMAN
001 2016-01-01 JERRY ZUCKERMAN
001 2015-01-01 JERRY ZUCKERMAN
001 2014-01-01 JERRY ZUCKERMAN
001 2013-01-01 JERRY ZUCKERMAN
001 2012-01-01 JERRY ZUCKERMAN 2013-03-25
001 2011-01-01 JERRY ZUCKERMAN 2012-06-25
001 2009-01-01 JERRY ZUCKERMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01
001	2017-01-01	JERRY ZUCKERMAN
001	2016-01-01	JERRY ZUCKERMAN
001	2015-01-01	JERRY ZUCKERMAN
001	2014-01-01	JERRY ZUCKERMAN
001	2013-01-01	JERRY ZUCKERMAN
001	2012-01-01	JERRY ZUCKERMAN	2013-03-25
001	2011-01-01	JERRY ZUCKERMAN	2012-06-25
001	2009-01-01	JERRY ZUCKERMAN

Plan Statistics for HIRSHORN ZUCKERMAN 401(K) PLAN

401k plan membership statisitcs for HIRSHORN ZUCKERMAN 401(K) PLAN

Measure Date Value
2018: HIRSHORN ZUCKERMAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HIRSHORN ZUCKERMAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 193
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 76
Total of all active and inactive participants 2017-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 269
Number of participants with account balances 2017-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19
2016: HIRSHORN ZUCKERMAN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 208
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 60
Total of all active and inactive participants 2016-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 268
Number of participants with account balances 2016-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 14
2015: HIRSHORN ZUCKERMAN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 182
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 49
Total of all active and inactive participants 2015-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 231
Number of participants with account balances 2015-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: HIRSHORN ZUCKERMAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 156
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 40
Total of all active and inactive participants 2014-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 196
Number of participants with account balances 2014-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: HIRSHORN ZUCKERMAN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 137
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 162
Number of participants with account balances 2013-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2009: HIRSHORN ZUCKERMAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 86
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 30
Total of all active and inactive participants 2009-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 116
Number of participants with account balances 2009-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2018: HIRSHORN ZUCKERMAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HIRSHORN ZUCKERMAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	193
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	76
Total of all active and inactive participants	2017-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	269
Number of participants with account balances	2017-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19
2016: HIRSHORN ZUCKERMAN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	208
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	60
Total of all active and inactive participants	2016-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	268
Number of participants with account balances	2016-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	14
2015: HIRSHORN ZUCKERMAN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	182
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	49
Total of all active and inactive participants	2015-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	231
Number of participants with account balances	2015-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: HIRSHORN ZUCKERMAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	156
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	40
Total of all active and inactive participants	2014-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	196
Number of participants with account balances	2014-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: HIRSHORN ZUCKERMAN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	137
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	162
Number of participants with account balances	2013-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2009: HIRSHORN ZUCKERMAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	86
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	30
Total of all active and inactive participants	2009-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	116
Number of participants with account balances	2009-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on HIRSHORN ZUCKERMAN 401(K) PLAN

Measure	Date	Value
2018 : HIRSHORN ZUCKERMAN 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$193,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-51,517
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$9,580,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$9,489,041
Expenses. Certain deemed distributions of participant loans	2018-12-31	$19,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$580,255
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$9,825,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$72,519
Total interest from all sources	2018-12-31	$1,845
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$72,519
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$457,450
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$52,083
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$75,979
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$94,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-9,632,382
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,825,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$9,324,979
Interest on participant loans	2018-12-31	$1,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$66
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$222,531
Net investment gain/loss from pooled separate accounts	2018-12-31	$-633,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$28,498
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$150,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$9,489,041
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2018-12-31	520982413
2017 : HIRSHORN ZUCKERMAN 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,751,214
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$587,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$539,734
Value of total corrective distributions	2017-12-31	$28,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,309,454
Value of total assets at end of year	2017-12-31	$9,825,841
Value of total assets at beginning of year	2017-12-31	$7,662,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,854
Total interest from all sources	2017-12-31	$4,551
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$19,854
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$765,969
Participant contributions at end of year	2017-12-31	$52,083
Participant contributions at beginning of year	2017-12-31	$39,637
Participant contributions at end of year	2017-12-31	$75,979
Participant contributions at beginning of year	2017-12-31	$101,937
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$393,216
Other income not declared elsewhere	2017-12-31	$-10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,163,445
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,825,841
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,662,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$9,324,979
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,141,767
Interest on participant loans	2017-12-31	$1,910
Interest earned on other investments	2017-12-31	$2,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$222,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$228,866
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,437,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$150,269
Employer contributions (assets) at end of year	2017-12-31	$150,269
Employer contributions (assets) at beginning of year	2017-12-31	$150,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$539,734
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2017-12-31	520982413
2016 : HIRSHORN ZUCKERMAN 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,503,489
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$337,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$320,019
Value of total corrective distributions	2016-12-31	$2,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$880,486
Value of total assets at end of year	2016-12-31	$7,662,396
Value of total assets at beginning of year	2016-12-31	$6,495,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,495
Total interest from all sources	2016-12-31	$3,530
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$14,495
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$711,730
Participant contributions at end of year	2016-12-31	$39,637
Participant contributions at beginning of year	2016-12-31	$14,518
Participant contributions at end of year	2016-12-31	$101,937
Participant contributions at beginning of year	2016-12-31	$69,207
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$18,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,166,435
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,662,396
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,495,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,141,767
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,058,442
Interest on participant loans	2016-12-31	$1,073
Interest earned on other investments	2016-12-31	$2,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$228,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$203,388
Net investment gain/loss from pooled separate accounts	2016-12-31	$619,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$150,189
Employer contributions (assets) at end of year	2016-12-31	$150,189
Employer contributions (assets) at beginning of year	2016-12-31	$150,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$320,019
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2016-12-31	520982413
2015 : HIRSHORN ZUCKERMAN 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$697,241
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$154,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$143,586
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,445
Value of total corrective distributions	2015-12-31	$1,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$783,859
Value of total assets at end of year	2015-12-31	$6,495,961
Value of total assets at beginning of year	2015-12-31	$5,953,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,060
Total interest from all sources	2015-12-31	$2,891
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$8,060
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$621,239
Participant contributions at end of year	2015-12-31	$14,518
Participant contributions at beginning of year	2015-12-31	$15,397
Participant contributions at end of year	2015-12-31	$69,207
Participant contributions at beginning of year	2015-12-31	$54,683
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$12,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$542,801
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,495,961
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,953,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,058,442
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,546,827
Interest on participant loans	2015-12-31	$637
Interest earned on other investments	2015-12-31	$2,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$203,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$208,638
Net investment gain/loss from pooled separate accounts	2015-12-31	$-89,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$150,406
Employer contributions (assets) at end of year	2015-12-31	$150,406
Employer contributions (assets) at beginning of year	2015-12-31	$127,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$143,586
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2015-12-31	520982413
2014 : HIRSHORN ZUCKERMAN 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,025,992
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$124,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$102,031
Value of total corrective distributions	2014-12-31	$11,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$730,581
Value of total assets at end of year	2014-12-31	$5,953,160
Value of total assets at beginning of year	2014-12-31	$5,051,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,070
Total interest from all sources	2014-12-31	$3,129
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$11,070
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$568,340
Participant contributions at end of year	2014-12-31	$15,397
Participant contributions at beginning of year	2014-12-31	$17,441
Participant contributions at end of year	2014-12-31	$54,683
Participant contributions at beginning of year	2014-12-31	$65,045
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$33,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$901,715
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,953,160
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,051,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,546,827
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,599,393
Interest on participant loans	2014-12-31	$687
Interest earned on other investments	2014-12-31	$2,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$208,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$269,036
Net investment gain/loss from pooled separate accounts	2014-12-31	$292,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$128,842
Employer contributions (assets) at end of year	2014-12-31	$127,615
Employer contributions (assets) at beginning of year	2014-12-31	$100,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$102,031
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2014-12-31	520982413
2013 : HIRSHORN ZUCKERMAN 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,548,316
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$326,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$291,148
Value of total corrective distributions	2013-12-31	$17,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$716,804
Value of total assets at end of year	2013-12-31	$5,051,445
Value of total assets at beginning of year	2013-12-31	$3,829,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,000
Total interest from all sources	2013-12-31	$5,277
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$400,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$466,361
Participant contributions at end of year	2013-12-31	$17,441
Participant contributions at beginning of year	2013-12-31	$1,000
Participant contributions at end of year	2013-12-31	$65,045
Participant contributions at beginning of year	2013-12-31	$60,250
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$149,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,221,652
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,051,445
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,829,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,599,393
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,273,900
Interest on participant loans	2013-12-31	$546
Interest earned on other investments	2013-12-31	$4,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$269,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$393,634
Net investment gain/loss from pooled separate accounts	2013-12-31	$826,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$100,530
Employer contributions (assets) at end of year	2013-12-31	$100,530
Employer contributions (assets) at beginning of year	2013-12-31	$101,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$291,148
Contract administrator fees	2013-12-31	$18,000
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2013-12-31	520982413
2010 : HIRSHORN ZUCKERMAN 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$627
Total income from all sources (including contributions)	2010-12-31	$766,316
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$357,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$313,848
Value of total corrective distributions	2010-12-31	$43,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$401,292
Value of total assets at end of year	2010-12-31	$3,078,894
Value of total assets at beginning of year	2010-12-31	$2,671,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$4,193
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$350,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$268,539
Participant contributions at end of year	2010-12-31	$9,360
Participant contributions at beginning of year	2010-12-31	$6,795
Participant contributions at end of year	2010-12-31	$34,154
Participant contributions at beginning of year	2010-12-31	$9,775
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$30,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$408,509
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,078,894
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,670,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,748,358
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,408,393
Interest on participant loans	2010-12-31	$262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$184,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$145,947
Net investment gain/loss from pooled separate accounts	2010-12-31	$360,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$102,338
Employer contributions (assets) at end of year	2010-12-31	$102,338
Employer contributions (assets) at beginning of year	2010-12-31	$100,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$313,848
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$627
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GROSS MENDELSOHN & ASSOCIATES, P.A.
Accountancy firm EIN	2010-12-31	520982413
2009 : HIRSHORN ZUCKERMAN 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HIRSHORN ZUCKERMAN 401(K) PLAN

2018: HIRSHORN ZUCKERMAN 401(K) PLAN 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	Yes
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: HIRSHORN ZUCKERMAN 401(K) PLAN 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HIRSHORN ZUCKERMAN 401(K) PLAN 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HIRSHORN ZUCKERMAN 401(K) PLAN 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HIRSHORN ZUCKERMAN 401(K) PLAN 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HIRSHORN ZUCKERMAN 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: HIRSHORN ZUCKERMAN 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

938211-01

Policy instance

Insurance contract or identification number	938211-01
Number of Individuals Covered	229
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $20,931
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,838
Insurance broker organization code?	3
Insurance broker name	H. BECK INC.- WALT ZIFFER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

938211-01

Policy instance

Insurance contract or identification number	938211-01
Number of Individuals Covered	185
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $15,101
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,592
Insurance broker organization code?	3
Insurance broker name	H. BECK INC.- WALT ZIFFER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

938211-01

Policy instance

Insurance contract or identification number	938211-01
Number of Individuals Covered	163
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,949
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,749
Insurance broker organization code?	3
Insurance broker name	H. BECK INC.- WALT ZIFFER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

938211-01

Policy instance

Insurance contract or identification number	938211-01
Number of Individuals Covered	142
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,828
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,481
Insurance broker organization code?	3
Insurance broker name	H. BECK INC.- WALT ZIFFER

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

938211-01

Policy instance

Insurance contract or identification number	938211-01
Number of Individuals Covered	64
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,555
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,455
Insurance broker organization code?	3
Insurance broker name	H. BECK INC.- HOWARD PASTERNAK

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Company Name:	HIRSHORN ZUCKERMAN DESIGN GROUP, INC.
Employer identification number (EIN):	521677152
NAIC Classification:	541400