MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN 401k Plan overview
| Plan Name | MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN |
| Plan identification number | 001 |
MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - 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
ZACUR, GRAHAM & COSTIS, P.A. has sponsored the creation of one or more 401k plans.
Additional information about ZACUR, GRAHAM & COSTIS, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1975-10-02 |
| Company Identification Number: | 487024 |
| Legal Registered Office Address: |
5200 CENTRAL AVE.
ST. PETERSBURG
33707
|
More information about ZACUR, GRAHAM & COSTIS, P.A.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2021-07-01 | | | | |
| 001 | 2020-07-01 | | | | |
| 001 | 2019-07-01 | | | | |
| 001 | 2018-07-01 | | | | |
| 001 | 2017-07-01 | | | | |
| 001 | 2016-07-01 | | | | |
| 001 | 2015-07-01 | PETER D. GRAHAM, ESQ. | 2017-04-13 | | |
| 001 | 2014-07-01 | PETER D. GRAHAM, ESQ. | 2016-04-15 | | |
| 001 | 2013-07-01 | PETER D. GRAHAM, ESQ. | 2016-04-12 | PETER D. GRAHAM, ESQ. | 2016-04-12 |
| 001 | 2012-07-01 | PETER D. GRAHAM, ESQ. | 2014-04-11 | PETER D. GRAHAM, ESQ. | 2014-04-11 |
| 001 | 2011-07-01 | PETER D. GRAHAM, ESQ. | | PETER D. GRAHAM, ESQ. | 2013-03-20 |
| 001 | 2009-07-01 | PETER D. GRAHAM, ESQUIRE | | | |
Plan Statistics for MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011: MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 10 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 3 |
| Total of all active and inactive participants | 2011-07-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 13 |
| Number of participants with account balances | 2011-07-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
| Total of all active and inactive participants | 2009-07-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 10 |
| Number of participants with account balances | 2009-07-01 | 10 |
Financial Data on MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2012 : MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $88,905 |
| Total plan assets at end of year | 2012-06-30 | $2,063,616 |
| Total plan assets at beginning of year | 2012-06-30 | $1,974,711 |
| Value of fidelity bond covering the plan | 2012-06-30 | $120,000 |
| Other income received | 2012-06-30 | $31,405 |
| Net income (gross income less expenses) | 2012-06-30 | $88,905 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,063,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,974,711 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $57,500 |
| 2011 : MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $278,663 |
| Total plan assets at end of year | 2011-06-30 | $1,974,711 |
| Total plan assets at beginning of year | 2011-06-30 | $1,696,048 |
| Value of fidelity bond covering the plan | 2011-06-30 | $120,000 |
| Other income received | 2011-06-30 | $221,163 |
| Net income (gross income less expenses) | 2011-06-30 | $278,663 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,974,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,696,048 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $57,500 |
Form 5500 Responses for MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN
| 2011: MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MENSH, ZACUR & GRAHAM, P.A. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
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