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Plan Name | ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 |
Measure | Date | Value |
---|---|---|
2021: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 721 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 486 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 227 |
Total of all active and inactive participants | 2021-01-01 | 713 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 714 |
Number of participants with account balances | 2021-01-01 | 709 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 124 |
2020: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 686 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 558 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 106 |
Total of all active and inactive participants | 2020-01-01 | 665 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 671 |
Number of participants with account balances | 2020-01-01 | 650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 99 |
2019: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 715 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 560 |
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 | 75 |
Total of all active and inactive participants | 2019-01-01 | 635 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 635 |
Number of participants with account balances | 2019-01-01 | 632 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 75 |
2018: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 760 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 698 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 698 |
Number of participants with account balances | 2018-01-01 | 698 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,720,000 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $4,720,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $27,140,150 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $28,026,616 |
Expenses. Interest paid | 2021-12-31 | $826,786 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $826,786 |
Total income from all sources (including contributions) | 2021-12-31 | $6,433,252 |
Total of all expenses incurred | 2021-12-31 | $826,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,713,252 |
Value of total assets at end of year | 2021-12-31 | $24,370,000 |
Value of total assets at beginning of year | 2021-12-31 | $19,650,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $33,936 |
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 | $5,606,466 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $-2,770,150 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-8,376,616 |
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 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $24,370,000 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $19,650,000 |
Contributions received in cash from employer | 2021-12-31 | $1,713,252 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $27,140,150 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $27,992,680 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | APRIO LLP |
Accountancy firm EIN | 2021-12-31 | 571157523 |
2020 : ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $5,450,000 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $5,450,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $28,026,616 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $28,887,367 |
Expenses. Interest paid | 2020-12-31 | $852,501 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $852,501 |
Total income from all sources (including contributions) | 2020-12-31 | $7,169,415 |
Total of all expenses incurred | 2020-12-31 | $858,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,719,415 |
Value of total assets at end of year | 2020-12-31 | $19,650,000 |
Value of total assets at beginning of year | 2020-12-31 | $14,200,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,625 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $33,936 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $32,649 |
Administrative expenses (other) incurred | 2020-12-31 | $2,625 |
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 | $6,310,751 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $-8,376,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-14,687,367 |
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 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $19,650,000 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $14,200,000 |
Contributions received in cash from employer | 2020-12-31 | $1,719,415 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,538 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $27,992,680 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $28,854,718 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ARONSON LLC |
Accountancy firm EIN | 2020-12-31 | 371611326 |
2019 : ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $8,600,000 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $8,600,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $28,887,367 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $29,724,724 |
Expenses. Interest paid | 2019-12-31 | $875,895 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $875,895 |
Total income from all sources (including contributions) | 2019-12-31 | $10,313,252 |
Total of all expenses incurred | 2019-12-31 | $875,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,713,252 |
Value of total assets at end of year | 2019-12-31 | $14,200,000 |
Value of total assets at beginning of year | 2019-12-31 | $5,600,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $32,649 |
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 | $9,437,357 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $-14,687,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-24,124,724 |
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 leases to which the plan was party in default or uncollectible | 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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $14,200,000 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $5,600,000 |
Contributions received in cash from employer | 2019-12-31 | $1,713,252 |
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 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $28,854,718 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $29,724,724 |
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 |
Accountancy firm name | 2019-12-31 | ARONSON LLC |
Accountancy firm EIN | 2019-12-31 | 371611326 |
2018 : ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-24,400,000 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-24,400,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $29,724,724 |
Expenses. Interest paid | 2018-12-31 | $295,808 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $295,808 |
Total income from all sources (including contributions) | 2018-12-31 | $-23,828,916 |
Total of all expenses incurred | 2018-12-31 | $295,808 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $571,084 |
Value of total assets at end of year | 2018-12-31 | $5,600,000 |
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 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $-24,124,724 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $-24,124,724 |
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 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $5,600,000 |
Contributions received in cash from employer | 2018-12-31 | $571,084 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $29,724,724 |
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 | ARONSON LLC |
Accountancy firm EIN | 2018-12-31 | 371611326 |
2021: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |