401k Plan data: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN plan

CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN
Plan identification number	001

CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CLUB ZED INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLUB ZED INVESTMENTS, INC.

Employer identification number (EIN): 813630556

NAIC Classification: 236110

Additional information about CLUB ZED INVESTMENTS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2016-08-22

Company Identification Number: 0808675

Legal Registered Office Address: 14917 LEE HIGHWAY

GAINESVILLE
United States of America (USA)
20155

More information about CLUB ZED INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 SHARON L. ZAVALANSKI
001 2017-01-01 SHARON L. ZAVALANSKI
001 2016-08-29 SHARON L. ZAVALANSKI

Plan Statistics for CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN

401k plan membership statisitcs for CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN

Measure Date Value
2020: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-29 3
Total number of active participants reported on line 7a of the Form 5500 2016-08-29 3
Number of retired or separated participants receiving benefits 2016-08-29 0
Number of other retired or separated participants entitled to future benefits 2016-08-29 0
Total of all active and inactive participants 2016-08-29 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-29 0
Total participants 2016-08-29 3
Number of participants with account balances 2016-08-29 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-29 0

Measure	Date	Value
2020: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-29	3
Total number of active participants reported on line 7a of the Form 5500	2016-08-29	3
Number of retired or separated participants receiving benefits	2016-08-29	0
Number of other retired or separated participants entitled to future benefits	2016-08-29	0
Total of all active and inactive participants	2016-08-29	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-29	0
Total participants	2016-08-29	3
Number of participants with account balances	2016-08-29	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-29	0

Financial Data on CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN

Measure	Date	Value
2020 : CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$227,876
Expenses. Total of all expenses incurred	2020-10-31	$636,698
Benefits paid (including direct rollovers)	2020-10-31	$636,698
Total plan assets at end of year	2020-10-31	$0
Total plan assets at beginning of year	2020-10-31	$408,822
Value of fidelity bond covering the plan	2020-10-31	$50,000
Other income received	2020-10-31	$227,876
Net income (gross income less expenses)	2020-10-31	$-408,822
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$408,822
Assets. Value of employer securities	2020-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-10-31	$0
2019 : CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$35,528
Expenses. Total of all expenses incurred	2019-12-31	$187
Total plan assets at end of year	2019-12-31	$408,822
Total plan assets at beginning of year	2019-12-31	$373,481
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$187
Other income received	2019-12-31	$35,528
Net income (gross income less expenses)	2019-12-31	$35,341
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$408,822
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$373,481
Assets. Value of employer securities	2019-12-31	$313,189
2018 : CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$7,579
Expenses. Total of all expenses incurred	2018-12-31	$539
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$373,481
Total plan assets at beginning of year	2018-12-31	$366,441
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$7,579
Net income (gross income less expenses)	2018-12-31	$7,040
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$373,481
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$366,441
Assets. Value of employer securities	2018-12-31	$323,189
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$539
2017 : CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,538
Expenses. Total of all expenses incurred	2017-12-31	$492
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$366,441
Total plan assets at beginning of year	2017-12-31	$363,395
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$3,538
Net income (gross income less expenses)	2017-12-31	$3,046
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$366,441
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$363,395
Assets. Value of employer securities	2017-12-31	$313,189
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$492
2016 : CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$363,395
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$363,395
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$370,865
Other income received	2016-12-31	$-7,470
Net income (gross income less expenses)	2016-12-31	$363,395
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$363,395
Assets. Value of employer securities	2016-12-31	$316,142
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0

Form 5500 Responses for CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN

2020: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CLUB ZED INVESTMENTS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-08-29	Type of plan entity	Single employer plan
2016-08-29	First time form 5500 has been submitted	Yes
2016-08-29	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-08-29	Plan funding arrangement – Trust	Yes
2016-08-29	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CLUB ZED INVESTMENTS, INC.
Employer identification number (EIN):	813630556
NAIC Classification:	236110

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2016-08-22
Company Identification Number:	0808675
Legal Registered Office Address:	14917 LEE HIGHWAY GAINESVILLE United States of America (USA) 20155