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ZIMMM, INC. 401(K) PLAN 401k Plan overview

Plan NameZIMMM, INC. 401(K) PLAN
Plan identification number 001

ZIMMM, INC. 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ZIMMM, INC.
Employer identification number (EIN):811695021
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIMMM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD WILLIS2024-04-26
0012022-01-01RICHARD WILLIS2023-02-23
0012021-01-01RICHARD WILLIS2022-08-07
0012020-01-01RICHARD WILLIS2021-05-17
0012019-01-01RICHARD WILLIS2020-07-26
0012018-01-01RICHARD WILLIS2019-10-10
0012017-01-01RICHARD WILLIS2019-10-10
0012016-01-01RICHARD WILLIS RICHARD WILLIS2017-07-25

Financial Data on ZIMMM, INC. 401(K) PLAN

Measure Date Value
2024 : ZIMMM, INC. 401(K) PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$2,381
Expenses. Total of all expenses incurred2024-01-01$335,689
Benefits paid (including direct rollovers)2024-01-01$332,796
Total plan assets at end of year2024-01-01$0
Total plan assets at beginning of year2024-01-01$333,308
Value of fidelity bond covering the plan2024-01-01$60,000
Total contributions received or receivable from participants2024-01-01$1,275
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$1,106
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$-333,308
Net plan assets at end of year (total assets less liabilities)2024-01-01$0
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$333,308
Total contributions received or receivable from employer(s)2024-01-01$0
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$2,893
2023 : ZIMMM, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$-38,120
Expenses. Total of all expenses incurred2023-12-31$45,548
Benefits paid (including direct rollovers)2023-12-31$43,190
Total plan assets at end of year2023-12-31$333,308
Total plan assets at beginning of year2023-12-31$416,976
Value of fidelity bond covering the plan2023-12-31$60,000
Total contributions received or receivable from participants2023-12-31$9,624
Other income received2023-12-31$-48,459
Net income (gross income less expenses)2023-12-31$-83,668
Net plan assets at end of year (total assets less liabilities)2023-12-31$333,308
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$416,976
Assets. Value of employer securities2023-12-31$300,100
Total contributions received or receivable from employer(s)2023-12-31$715
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$2,358
2022 : ZIMMM, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-237,748
Expenses. Total of all expenses incurred2022-12-31$16,171
Benefits paid (including direct rollovers)2022-12-31$13,471
Total plan assets at end of year2022-12-31$416,976
Total plan assets at beginning of year2022-12-31$670,895
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$21,635
Other income received2022-12-31$-260,548
Net income (gross income less expenses)2022-12-31$-253,919
Net plan assets at end of year (total assets less liabilities)2022-12-31$416,976
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$670,895
Assets. Value of employer securities2022-12-31$352,500
Total contributions received or receivable from employer(s)2022-12-31$1,165
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,700
2021 : ZIMMM, INC. 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$157,303
Expenses. Total of all expenses incurred2021-12-31$3,155
Benefits paid (including direct rollovers)2021-12-31$631
Total plan assets at end of year2021-12-31$670,895
Total plan assets at beginning of year2021-12-31$516,747
Value of fidelity bond covering the plan2021-12-31$600,000
Total contributions received or receivable from participants2021-12-31$21,221
Other income received2021-12-31$134,190
Net income (gross income less expenses)2021-12-31$154,148
Net plan assets at end of year (total assets less liabilities)2021-12-31$670,895
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$516,747
Assets. Value of employer securities2021-12-31$606,500
Total contributions received or receivable from employer(s)2021-12-31$1,892
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ZIMMM, INC. 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$23,039
Expenses. Total of all expenses incurred2020-12-31$3,698
Benefits paid (including direct rollovers)2020-12-31$1,278
Total plan assets at end of year2020-12-31$516,747
Total plan assets at beginning of year2020-12-31$497,406
Value of fidelity bond covering the plan2020-12-31$600,000
Total contributions received or receivable from participants2020-12-31$12,938
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$7,871
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$19,341
Net plan assets at end of year (total assets less liabilities)2020-12-31$516,747
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$497,406
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$1,146
Assets. Value of employer securities2020-12-31$476,400
Total contributions received or receivable from employer(s)2020-12-31$2,230
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,420
2019 : ZIMMM, INC. 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-435,458
Expenses. Total of all expenses incurred2019-12-31$2,728
Benefits paid (including direct rollovers)2019-12-31$138
Total plan assets at end of year2019-12-31$497,406
Total plan assets at beginning of year2019-12-31$935,592
Value of fidelity bond covering the plan2019-12-31$600,000
Total contributions received or receivable from participants2019-12-31$12,694
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-449,947
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-438,186
Net plan assets at end of year (total assets less liabilities)2019-12-31$497,406
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$935,592
Assets. Value of employer securities2019-12-31$470,800
Total contributions received or receivable from employer(s)2019-12-31$1,795
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,590
2018 : ZIMMM, INC. 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-220,460
Expenses. Total of all expenses incurred2018-12-31$1,732
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$935,592
Total plan assets at beginning of year2018-12-31$1,157,784
Value of fidelity bond covering the plan2018-12-31$600,000
Total contributions received or receivable from participants2018-12-31$12,384
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-235,684
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-222,192
Net plan assets at end of year (total assets less liabilities)2018-12-31$935,592
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,157,784
Assets. Value of employer securities2018-12-31$922,090
Total contributions received or receivable from employer(s)2018-12-31$2,840
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,732
2016 : ZIMMM, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$582,501
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$582,501
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$600,000
Contributions received from other sources (not participants or employers)2016-12-31$582,501
Net income (gross income less expenses)2016-12-31$582,501
Net plan assets at end of year (total assets less liabilities)2016-12-31$582,501
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$582,501

Form 5500 Responses for ZIMMM, INC. 401(K) PLAN

2023: ZIMMM, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ZIMMM, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZIMMM, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZIMMM, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZIMMM, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZIMMM, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZIMMM, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZIMMM, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819453
Policy instance 1
Insurance contract or identification number819453
Number of Individuals Covered27
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819453
Policy instance 1
Insurance contract or identification number819453
Number of Individuals Covered36
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819453
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819453
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819453
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819453
Policy instance 1

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