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GARY R. ZEIGLER, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameGARY R. ZEIGLER, P.C. RETIREMENT PLAN
Plan identification number 002

GARY R. ZEIGLER, P.C. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

GARY R ZEIGLER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:GARY R ZEIGLER, P.C.
Employer identification number (EIN):581304906
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY R. ZEIGLER, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01GARY R ZEIGLER GARY R ZEIGLER2019-07-07
0022017-01-01GARY R ZEIGLER GARY R ZEIGLER2018-03-11
0022016-01-01GARY R ZEIGLER GARY R ZEIGLER2017-02-14
0022015-11-01GARY R ZEIGLER GARY R ZEIGLER2016-02-15
0022014-11-01GARY R ZEIGLER GARY R ZEIGLER2016-01-30
0022013-11-01GARY R ZEIGLER GARY R ZEIGLER2014-12-23
0022012-11-01GARY R ZEIGLER GARY R ZEIGLER2013-11-15
0022011-11-01GARY R ZEIGLER GARY R ZEIGLER2012-12-10
0022010-11-01GARY R ZEIGLER GARY R ZEIGLER2012-01-26
0022009-11-01GARY R ZEIGLER GARY R ZEIGLER2010-12-18

Plan Statistics for GARY R. ZEIGLER, P.C. RETIREMENT PLAN

401k plan membership statisitcs for GARY R. ZEIGLER, P.C. RETIREMENT PLAN

Measure Date Value
2022: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-015
2021: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Total of all active and inactive participants2021-01-015
Total participants2021-01-015
Number of participants with account balances2021-01-015
2020: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-015
Total of all active and inactive participants2020-01-015
Total participants2020-01-015
Number of participants with account balances2020-01-015
2019: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-015
2017: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-015
Total number of active participants reported on line 7a of the Form 55002015-11-015
Total of all active and inactive participants2015-11-015
Total participants2015-11-015
Number of participants with account balances2015-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-015
Total number of active participants reported on line 7a of the Form 55002014-11-015
Total of all active and inactive participants2014-11-015
Total participants2014-11-015
Number of participants with account balances2014-11-015
2013: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-015
Total number of active participants reported on line 7a of the Form 55002013-11-015
Total of all active and inactive participants2013-11-015
Total participants2013-11-015
Number of participants with account balances2013-11-015
2012: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-015
Total number of active participants reported on line 7a of the Form 55002012-11-015
Total of all active and inactive participants2012-11-015
Total participants2012-11-015
Number of participants with account balances2012-11-015
2011: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-015
Total number of active participants reported on line 7a of the Form 55002011-11-015
Total of all active and inactive participants2011-11-015
Total participants2011-11-015
Number of participants with account balances2011-11-015
2010: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-015
Total number of active participants reported on line 7a of the Form 55002010-11-015
Total of all active and inactive participants2010-11-015
Total participants2010-11-015
Number of participants with account balances2010-11-015
2009: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-015
Total number of active participants reported on line 7a of the Form 55002009-11-015
Total of all active and inactive participants2009-11-015
Total participants2009-11-015
Number of participants with account balances2009-11-015

Financial Data on GARY R. ZEIGLER, P.C. RETIREMENT PLAN

Measure Date Value
2022 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-199,205
Expenses. Total of all expenses incurred2022-12-31$50,600
Benefits paid (including direct rollovers)2022-12-31$50,500
Total plan assets at end of year2022-12-31$1,335,102
Total plan assets at beginning of year2022-12-31$1,584,907
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$37,023
Other income received2022-12-31$-245,828
Net income (gross income less expenses)2022-12-31$-249,805
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,335,102
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,584,907
Total contributions received or receivable from employer(s)2022-12-31$9,600
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$100
2021 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$252,875
Expenses. Total of all expenses incurred2021-12-31$44,300
Benefits paid (including direct rollovers)2021-12-31$44,200
Total plan assets at end of year2021-12-31$1,584,907
Total plan assets at beginning of year2021-12-31$1,376,332
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$40,881
Other income received2021-12-31$199,743
Net income (gross income less expenses)2021-12-31$208,575
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,584,907
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,376,332
Total contributions received or receivable from employer(s)2021-12-31$12,251
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$100
2020 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$229,359
Expenses. Total of all expenses incurred2020-12-31$95
Total plan assets at end of year2020-12-31$1,376,332
Total plan assets at beginning of year2020-12-31$1,147,068
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$44,598
Other income received2020-12-31$172,562
Net income (gross income less expenses)2020-12-31$229,264
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,376,332
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,147,068
Total contributions received or receivable from employer(s)2020-12-31$12,199
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$95
2019 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$236,160
Expenses. Total of all expenses incurred2019-12-31$31,160
Benefits paid (including direct rollovers)2019-12-31$31,100
Total plan assets at end of year2019-12-31$1,147,068
Total plan assets at beginning of year2019-12-31$942,068
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$35,750
Other income received2019-12-31$192,385
Net income (gross income less expenses)2019-12-31$205,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,147,068
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$942,068
Total contributions received or receivable from employer(s)2019-12-31$8,025
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$60
2018 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$11,259
Expenses. Total of all expenses incurred2018-12-31$154,908
Benefits paid (including direct rollovers)2018-12-31$154,858
Total plan assets at end of year2018-12-31$942,068
Total plan assets at beginning of year2018-12-31$1,085,717
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$53,003
Other income received2018-12-31$-50,746
Net income (gross income less expenses)2018-12-31$-143,649
Net plan assets at end of year (total assets less liabilities)2018-12-31$942,068
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,085,717
Total contributions received or receivable from employer(s)2018-12-31$9,002
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$50
2017 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$218,158
Total plan assets at end of year2017-12-31$1,085,717
Total plan assets at beginning of year2017-12-31$867,559
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$54,870
Other income received2017-12-31$151,592
Net income (gross income less expenses)2017-12-31$218,158
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,085,717
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$867,559
Total contributions received or receivable from employer(s)2017-12-31$11,696
2016 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$386,984
Total income from all sources2016-12-31$106,953
Total plan assets at end of year2016-12-31$867,559
Total plan assets at beginning of year2016-12-31$373,622
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$56,108
Other income received2016-12-31$37,179
Net income (gross income less expenses)2016-12-31$106,953
Net plan assets at end of year (total assets less liabilities)2016-12-31$867,559
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$373,622
Total contributions received or receivable from employer(s)2016-12-31$13,666
2015 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,264
Total plan assets at end of year2015-12-31$373,622
Total plan assets at beginning of year2015-12-31$371,358
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$7,275
Other income received2015-12-31$-6,031
Net income (gross income less expenses)2015-12-31$2,264
Net plan assets at end of year (total assets less liabilities)2015-12-31$373,622
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$371,358
Total contributions received or receivable from employer(s)2015-12-31$1,020
Total income from all sources2015-10-31$50,356
Total plan assets at end of year2015-10-31$371,358
Total plan assets at beginning of year2015-10-31$321,002
Value of fidelity bond covering the plan2015-10-31$50,000
Total contributions received or receivable from participants2015-10-31$33,333
Other income received2015-10-31$-1,283
Net income (gross income less expenses)2015-10-31$50,356
Net plan assets at end of year (total assets less liabilities)2015-10-31$371,358
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$321,002
Total contributions received or receivable from employer(s)2015-10-31$18,306
2014 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-10-31$63,095
Expenses. Total of all expenses incurred2014-10-31$8,750
Benefits paid (including direct rollovers)2014-10-31$8,750
Total plan assets at end of year2014-10-31$321,002
Total plan assets at beginning of year2014-10-31$266,657
Value of fidelity bond covering the plan2014-10-31$50,000
Total contributions received or receivable from participants2014-10-31$31,007
Other income received2014-10-31$19,245
Net income (gross income less expenses)2014-10-31$54,345
Net plan assets at end of year (total assets less liabilities)2014-10-31$321,002
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$266,657
Total contributions received or receivable from employer(s)2014-10-31$12,843
2013 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-10-31$74,905
Total plan assets at end of year2013-10-31$266,657
Total plan assets at beginning of year2013-10-31$191,752
Value of fidelity bond covering the plan2013-10-31$50,000
Total contributions received or receivable from participants2013-10-31$32,262
Other income received2013-10-31$31,118
Net income (gross income less expenses)2013-10-31$74,905
Net plan assets at end of year (total assets less liabilities)2013-10-31$266,657
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$191,752
Total contributions received or receivable from employer(s)2013-10-31$11,525
2012 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-10-31$47,883
Total plan assets at end of year2012-10-31$191,752
Total plan assets at beginning of year2012-10-31$143,869
Value of fidelity bond covering the plan2012-10-31$50,000
Total contributions received or receivable from participants2012-10-31$25,887
Other income received2012-10-31$9,170
Net income (gross income less expenses)2012-10-31$47,883
Net plan assets at end of year (total assets less liabilities)2012-10-31$191,752
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$143,869
Total contributions received or receivable from employer(s)2012-10-31$12,826
2011 : GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-10-31$30,999
Total plan assets at end of year2011-10-31$143,869
Total plan assets at beginning of year2011-10-31$112,870
Value of fidelity bond covering the plan2011-10-31$50,000
Total contributions received or receivable from participants2011-10-31$15,523
Other income received2011-10-31$2,946
Net income (gross income less expenses)2011-10-31$30,999
Net plan assets at end of year (total assets less liabilities)2011-10-31$143,869
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$112,870
Total contributions received or receivable from employer(s)2011-10-31$12,530

Form 5500 Responses for GARY R. ZEIGLER, P.C. RETIREMENT PLAN

2022: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: GARY R. ZEIGLER, P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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