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Plan Name | ZIMMERMAN, EVANS & LEOPOLD, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ZIMMERMAN, EVANS & LEOPOLD, INC. |
Employer identification number (EIN): | 581225679 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | KENNETH WARDENSKI | 2023-09-22 | KENNETH WARDENSKI | 2023-09-22 |
001 | 2021-01-01 | KENNETH WARDENSKI | 2022-07-29 | KENNETH WARDENSKI | 2022-07-29 |
001 | 2020-01-01 | KENNETH WARDENSKI | 2021-07-22 | KENNETH WARDENSKI | 2021-07-22 |
001 | 2019-01-01 | KENNETH WARDENSKI | 2020-10-05 | STACEY GORDON | 2020-10-05 |
001 | 2018-01-01 | KENNETH WARDENSKI | 2019-07-26 | STACEY GORDON | 2019-07-26 |
001 | 2017-01-01 | KENNETH WARDENSKI | 2018-07-05 | STACEY GORDON | 2018-07-05 |
001 | 2016-01-01 | KENNETH WARDENSKI | 2017-07-17 | STACEY GORDON | 2017-07-17 |
001 | 2015-01-01 | KENNETH WARDENSKI | 2016-09-06 | JORGE JIMENEZ | 2016-09-06 |
001 | 2014-01-01 | KENNETH WARDENSKI | 2015-07-16 | ||
001 | 2013-01-01 | KENNETH WARDENSKI | 2014-07-24 | ||
001 | 2012-01-01 | KENNETH WARDENSKI | 2013-07-29 | ||
001 | 2011-01-01 | KENNETH WARDENSKI | 2012-07-12 | JORGE JIMENEZ | 2012-07-12 |
001 | 2010-01-01 | KENNETH WARDENSKI | 2011-09-30 | JORGE JIMENEZ | 2011-09-30 |
001 | 2008-01-01 | KENNETH WARDENSKI | JORGE JIMENEZ | 2011-09-30 |
Measure | Date | Value |
---|---|---|
2008: ZIMMERMAN, EVANS & LEOPOLD, INC. 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 3 |
Total of all active and inactive participants | 2008-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 19 |
Number of participants with account balances | 2008-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : ZIMMERMAN, EVANS & LEOPOLD, INC. 401(K) PLAN 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $-109,551 |
Expenses. Total of all expenses incurred | 2008-12-31 | $18,464 |
Benefits paid (including direct rollovers) | 2008-12-31 | $17,727 |
Total plan assets at end of year | 2008-12-31 | $533,314 |
Total plan assets at beginning of year | 2008-12-31 | $661,329 |
Total contributions received or receivable from participants | 2008-12-31 | $79,745 |
Other income received | 2008-12-31 | $-209,569 |
Net income (gross income less expenses) | 2008-12-31 | $-128,015 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $533,314 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $661,329 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $20,273 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $737 |
2008: ZIMMERMAN, EVANS & LEOPOLD, INC. 401(K) PLAN 2008 form 5500 responses | ||
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 100657 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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