401k Plan data: Z & M SHEET METAL, INC. PROFIT SHARING PLAN plan

Z & M SHEET METAL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	Z & M SHEET METAL, INC. PROFIT SHARING PLAN
Plan identification number	001

Z & M SHEET METAL, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

Z & M SHEET METAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: Z & M SHEET METAL, INC.

Employer identification number (EIN): 540808788

NAIC Classification: 332900

Additional information about Z & M SHEET METAL, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1986-12-02

Company Identification Number: F052804

Legal Registered Office Address: 3931 AVION PARK CT C102

CHANTILLY
United States of America (USA)
20151-2950

More information about Z & M SHEET METAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan Z & M SHEET METAL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TYLER ZIVIC
001 2016-01-01 SCOTT ZIVIC 2017-04-19
001 2015-01-01 SCOTT ZIVIC 2016-06-27
001 2014-01-01 SCOTT ZIVIC 2015-04-03
001 2013-01-01 SCOTT ZIVIC 2014-03-18
001 2012-01-01 SCOTT ZIVIC 2013-03-21
001 2011-01-01 SCOTT ZIVIC 2012-03-27
001 2010-01-01 SCOTT ZIVIC 2011-04-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TYLER ZIVIC
001	2016-01-01	SCOTT ZIVIC	2017-04-19
001	2015-01-01	SCOTT ZIVIC	2016-06-27
001	2014-01-01	SCOTT ZIVIC	2015-04-03
001	2013-01-01	SCOTT ZIVIC	2014-03-18
001	2012-01-01	SCOTT ZIVIC	2013-03-21
001	2011-01-01	SCOTT ZIVIC	2012-03-27
001	2010-01-01	SCOTT ZIVIC	2011-04-21

Plan Statistics for Z & M SHEET METAL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for Z & M SHEET METAL, INC. PROFIT SHARING PLAN

Measure Date Value
2022: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
Number of retired or separated participants receiving benefits 2022-01-01 21
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 127
Number of participants with account balances 2022-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 102
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 128
Number of participants with account balances 2021-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 23
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 132
Number of participants with account balances 2020-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 145
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 170
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 113
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 109
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 20
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11

Measure	Date	Value
2022: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
Number of retired or separated participants receiving benefits	2022-01-01	21
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	127
Number of participants with account balances	2022-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	102
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	128
Number of participants with account balances	2021-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	23
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	132
Number of participants with account balances	2020-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	145
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	170
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	113
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	109
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	20
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11

Financial Data on Z & M SHEET METAL, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-1,516,498
Total unrealized appreciation/depreciation of assets	2022-12-31	$-1,516,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-853,054
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$594,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$557,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$500,000
Value of total assets at end of year	2022-12-31	$8,131,204
Value of total assets at beginning of year	2022-12-31	$9,578,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,292
Total interest from all sources	2022-12-31	$266
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$163,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$163,178
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,447,171
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,131,204
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,578,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$36,292
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,458,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,813,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$172,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$264,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$264,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$500,000
Employer contributions (assets) at end of year	2022-12-31	$500,000
Employer contributions (assets) at beginning of year	2022-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$557,825
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2022-12-31	251871184
2021 : Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$290,456
Total unrealized appreciation/depreciation of assets	2021-12-31	$290,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,066,444
Total loss/gain on sale of assets	2021-12-31	$138,745
Total of all expenses incurred	2021-12-31	$526,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$489,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$500,000
Value of total assets at end of year	2021-12-31	$9,578,375
Value of total assets at beginning of year	2021-12-31	$9,038,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$37,206
Total interest from all sources	2021-12-31	$51,493
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$85,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$85,750
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$540,150
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,578,375
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,038,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$37,206
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,813,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,351,974
Income. Interest from US Government securities	2021-12-31	$51,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$264,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$186,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$186,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$17
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$500,000
Employer contributions (assets) at end of year	2021-12-31	$500,000
Employer contributions (assets) at beginning of year	2021-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$489,088
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$138,745
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2021-12-31	251871184
2020 : Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$914,142
Total unrealized appreciation/depreciation of assets	2020-12-31	$914,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,444,077
Total loss/gain on sale of assets	2020-12-31	$-99,268
Total of all expenses incurred	2020-12-31	$2,169,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,133,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$500,000
Value of total assets at end of year	2020-12-31	$9,038,225
Value of total assets at beginning of year	2020-12-31	$9,763,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,145
Total interest from all sources	2020-12-31	$62,145
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$67,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$67,058
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-725,084
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,038,225
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,763,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$36,128
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,351,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,099,280
Income. Interest from US Government securities	2020-12-31	$62,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$186,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$164,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$164,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$500,000
Employer contributions (assets) at end of year	2020-12-31	$500,000
Employer contributions (assets) at beginning of year	2020-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,133,016
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$-99,268
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2020-12-31	251871184
2019 : Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$951,663
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$951,663
Total unrealized appreciation/depreciation of assets	2019-12-31	$951,663
Total unrealized appreciation/depreciation of assets	2019-12-31	$951,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,927,437
Total income from all sources (including contributions)	2019-12-31	$1,927,437
Total loss/gain on sale of assets	2019-12-31	$305,334
Total loss/gain on sale of assets	2019-12-31	$305,334
Total of all expenses incurred	2019-12-31	$659,176
Total of all expenses incurred	2019-12-31	$659,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$619,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$619,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$500,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$500,000
Value of total assets at end of year	2019-12-31	$9,763,309
Value of total assets at end of year	2019-12-31	$9,763,309
Value of total assets at beginning of year	2019-12-31	$8,495,048
Value of total assets at beginning of year	2019-12-31	$8,495,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,258
Total interest from all sources	2019-12-31	$79,356
Total interest from all sources	2019-12-31	$79,356
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$91,084
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$91,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$91,084
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$91,084
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$9
Administrative expenses (other) incurred	2019-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,268,261
Value of net income/loss	2019-12-31	$1,268,261
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,763,309
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,763,309
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,495,048
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,495,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$39,249
Investment advisory and management fees	2019-12-31	$39,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,099,280
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,099,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,628,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,628,433
Income. Interest from US Government securities	2019-12-31	$78,680
Income. Interest from US Government securities	2019-12-31	$78,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$164,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$164,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$466,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$466,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$466,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$466,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$500,000
Contributions received in cash from employer	2019-12-31	$500,000
Employer contributions (assets) at end of year	2019-12-31	$500,000
Employer contributions (assets) at end of year	2019-12-31	$500,000
Employer contributions (assets) at beginning of year	2019-12-31	$400,000
Employer contributions (assets) at beginning of year	2019-12-31	$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$619,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$619,918
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$305,334
Aggregate proceeds on sale of assets	2019-12-31	$305,334
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm name	2019-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2019-12-31	251871184
Accountancy firm EIN	2019-12-31	251871184
2018 : Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-657,551
Total unrealized appreciation/depreciation of assets	2018-12-31	$-657,551
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	$-89,307
Total loss/gain on sale of assets	2018-12-31	$88,432
Total of all expenses incurred	2018-12-31	$213,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$171,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$400,000
Value of total assets at end of year	2018-12-31	$8,495,048
Value of total assets at beginning of year	2018-12-31	$8,797,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,766
Total interest from all sources	2018-12-31	$79,812
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	No
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
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	$-302,612
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,495,048
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,797,660
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
Investment advisory and management fees	2018-12-31	$41,766
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,628,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,270,002
Income. Interest from US Government securities	2018-12-31	$77,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$466,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$127,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$127,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,833
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	$400,000
Employer contributions (assets) at end of year	2018-12-31	$400,000
Employer contributions (assets) at beginning of year	2018-12-31	$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$171,539
Did the plan have assets held for investment	2018-12-31	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	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	No
Aggregate proceeds on sale of assets	2018-12-31	$88,432
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2018-12-31	251871184
2017 : Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$667,288
Total unrealized appreciation/depreciation of assets	2017-12-31	$667,288
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	$1,404,354
Total loss/gain on sale of assets	2017-12-31	$268,736
Total of all expenses incurred	2017-12-31	$373,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$334,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$400,000
Value of total assets at end of year	2017-12-31	$8,797,660
Value of total assets at beginning of year	2017-12-31	$7,766,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$39,117
Total interest from all sources	2017-12-31	$68,330
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
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
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	$1,030,944
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,797,660
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,766,716
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
Investment advisory and management fees	2017-12-31	$39,117
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,270,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,320,714
Income. Interest from US Government securities	2017-12-31	$68,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$127,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$146,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$146,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$262
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	$400,000
Employer contributions (assets) at end of year	2017-12-31	$400,000
Employer contributions (assets) at beginning of year	2017-12-31	$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$334,293
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
Aggregate proceeds on sale of assets	2017-12-31	$268,736
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2017-12-31	251871184

Form 5500 Responses for Z & M SHEET METAL, INC. PROFIT SHARING PLAN

2022: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: Z & M SHEET METAL, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: Z & M SHEET METAL, INC. PROFIT SHARING 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	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: Z & M SHEET METAL, INC. PROFIT SHARING 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	Z & M SHEET METAL, INC.
Employer identification number (EIN):	540808788
NAIC Classification:	332900

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1986-12-02
Company Identification Number:	F052804
Legal Registered Office Address:	3931 AVION PARK CT C102 CHANTILLY United States of America (USA) 20151-2950