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ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

ZIVKO AERONAUTICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZIVKO AERONAUTICS, INC.
Employer identification number (EIN):731310194
NAIC Classification:336410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AIMEE AUSTIN2023-09-20
0012021-01-01AIMEE AUSTIN2022-05-13
0012020-01-01AIMEE AUSTIN2021-05-26
0012019-01-01AIMEE AUSTIN2020-07-30
0012018-01-01AIMEE AUSTIN2019-07-25
0012017-01-01AIMEE AUSTIN

Plan Statistics for ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2017: ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0128
Total number of active participants reported on line 7a of the Form 55002017-01-0127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0128
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2017 : ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,849,235
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,849,235
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$139,966
Contributions received from other sources (not participants or employers)2017-12-31$1,531,066
Other income received2017-12-31$120,216
Net income (gross income less expenses)2017-12-31$1,849,235
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,849,235
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of participant loans2017-12-31$24,808
Total contributions received or receivable from employer(s)2017-12-31$57,987
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0

Form 5500 Responses for ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN

2017: ZIVKO AERONAUTICS, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number871-80171
Policy instance 1
Insurance contract or identification number871-80171
Number of Individuals Covered24
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $3,602
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3602
Insurance broker organization code?3
Insurance broker nameWADDELL & REED, INC.

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