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ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ZIMMERMAN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZIMMERMAN ASSOCIATES, INC.
Employer identification number (EIN):620995602
NAIC Classification:541600

Additional information about ZIMMERMAN ASSOCIATES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1991-03-18
Company Identification Number: 0372720
Legal Registered Office Address: 10600 ARROWHEAD DR
10600 ARROWHEAD DR STE 325
FAIRFAX
United States of America (USA)
22030

More information about ZIMMERMAN ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032011-04-01DEANNA EATON DEANNA EATON2013-01-15
0032010-04-01DEANNA EATON2012-01-13
0032009-04-01HARLEY BERNSTEIN
0032007-04-01 MARY BLEVINS2010-06-10
0032006-04-01 MARY BLEVINS2010-06-10
0032005-04-01 MARY BLEVINS2010-06-10
0032004-04-01 MARY BLEVINS2010-06-10

Plan Statistics for ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2011: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0147
Total number of active participants reported on line 7a of the Form 55002011-04-010
Total of all active and inactive participants2011-04-010
Total participants2011-04-010
Number of participants with account balances2011-04-010
2009: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0148
Number of retired or separated participants receiving benefits2009-04-011
Number of other retired or separated participants entitled to future benefits2009-04-0146
Total of all active and inactive participants2009-04-0147
Total participants2009-04-0147
Number of participants with account balances2009-04-0147
2007: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership
Total participants, beginning-of-year2007-04-01265
Total number of active participants reported on line 7a of the Form 55002007-04-0178
Number of retired or separated participants receiving benefits2007-04-012
Number of other retired or separated participants entitled to future benefits2007-04-0117
Total of all active and inactive participants2007-04-0197
Total participants2007-04-0197
Number of participants with account balances2007-04-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-04-010
2006: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2006 401k membership
Total participants, beginning-of-year2006-04-01267
Total number of active participants reported on line 7a of the Form 55002006-04-01242
Number of retired or separated participants receiving benefits2006-04-012
Number of other retired or separated participants entitled to future benefits2006-04-0123
Total of all active and inactive participants2006-04-01267
Total participants2006-04-01267
Number of participants with account balances2006-04-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-04-010
2005: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2005 401k membership
Total participants, beginning-of-year2005-04-01217
Total number of active participants reported on line 7a of the Form 55002005-04-01242
Number of retired or separated participants receiving benefits2005-04-012
Number of other retired or separated participants entitled to future benefits2005-04-0123
Total of all active and inactive participants2005-04-01267
Total participants2005-04-01267
Number of participants with account balances2005-04-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-04-010
2004: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2004 401k membership
Total participants, beginning-of-year2004-04-01246
Total number of active participants reported on line 7a of the Form 55002004-04-01145
Number of other retired or separated participants entitled to future benefits2004-04-0171
Total of all active and inactive participants2004-04-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-04-011
Total participants2004-04-01217
Number of participants with account balances2004-04-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-04-010

Financial Data on ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2012 : ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$3,462
Expenses. Total of all expenses incurred2012-03-31$125,228
Benefits paid (including direct rollovers)2012-03-31$125,228
Total plan assets at end of year2012-03-31$0
Total plan assets at beginning of year2012-03-31$128,690
Net income (gross income less expenses)2012-03-31$-125,228
Net plan assets at end of year (total assets less liabilities)2012-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$125,228

Form 5500 Responses for ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2011: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingYes
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes
2007: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses
2007-04-01Type of plan entitySingle employer plan
2007-04-01Submission has been amendedNo
2007-04-01This submission is the final filingNo
2007-04-01This return/report is a short plan year return/report (less than 12 months)No
2007-04-01Plan is a collectively bargained planNo
2007-04-01Plan funding arrangement – TrustYes
2007-04-01Plan benefit arrangement - TrustYes
2006: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2006 form 5500 responses
2006-04-01Type of plan entitySingle employer plan
2006-04-01Submission has been amendedYes
2006-04-01This submission is the final filingNo
2006-04-01This return/report is a short plan year return/report (less than 12 months)No
2006-04-01Plan is a collectively bargained planNo
2006-04-01Plan funding arrangement – TrustYes
2006-04-01Plan benefit arrangement - TrustYes
2005: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2005 form 5500 responses
2005-04-01Type of plan entitySingle employer plan
2005-04-01Submission has been amendedNo
2005-04-01This submission is the final filingNo
2005-04-01This return/report is a short plan year return/report (less than 12 months)No
2005-04-01Plan is a collectively bargained planNo
2005-04-01Plan funding arrangement – TrustYes
2005-04-01Plan benefit arrangement - TrustYes
2004: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2004 form 5500 responses
2004-04-01Type of plan entitySingle employer plan
2004-04-01Submission has been amendedYes
2004-04-01This submission is the final filingNo
2004-04-01This return/report is a short plan year return/report (less than 12 months)No
2004-04-01Plan is a collectively bargained planNo
2004-04-01Plan funding arrangement – TrustYes
2004-04-01Plan benefit arrangement - TrustYes

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