?>
Logo

ZIEGLER LUMBER CO, 401(K) PLAN 401k Plan overview

Plan NameZIEGLER LUMBER CO, 401(K) PLAN
Plan identification number 001

ZIEGLER LUMBER CO, 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

ZIEGLER LUMBER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ZIEGLER LUMBER COMPANY
Employer identification number (EIN):910714519
NAIC Classification:444110
NAIC Description:Home Centers

Additional information about ZIEGLER LUMBER COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1959-09-25
Company Identification Number: 328042965
Legal Registered Office Address: 620 E HOLLAND AVE

SPOKANE
United States of America (USA)
992180000

More information about ZIEGLER LUMBER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIEGLER LUMBER CO, 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KARL ZIEGLER KARL ZIEGLER2018-08-08
0012016-01-01KARL ZIEGLER
0012015-01-01KARL ZIEGLER
0012014-01-01KARL ZIEGLER
0012013-01-01KARL ZIEGLER
0012012-01-01KARL ZIEGLER
0012011-01-01KARL ZIEGLER
0012009-01-01KARL ZIEGLER
0012009-01-01KARL ZIEGLER KARL ZIEGLER2010-09-16

Plan Statistics for ZIEGLER LUMBER CO, 401(K) PLAN

401k plan membership statisitcs for ZIEGLER LUMBER CO, 401(K) PLAN

Measure Date Value
2022: ZIEGLER LUMBER CO, 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01178
Number of participants with account balances2022-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: ZIEGLER LUMBER CO, 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01181
Number of participants with account balances2021-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: ZIEGLER LUMBER CO, 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01187
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01182
Number of participants with account balances2020-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: ZIEGLER LUMBER CO, 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01174
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: ZIEGLER LUMBER CO, 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-01150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01170
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: ZIEGLER LUMBER CO, 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01176
Number of participants with account balances2017-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: ZIEGLER LUMBER CO, 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ZIEGLER LUMBER CO, 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01160
Number of participants with account balances2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: ZIEGLER LUMBER CO, 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01168
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ZIEGLER LUMBER CO, 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01153
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ZIEGLER LUMBER CO, 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01177
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ZIEGLER LUMBER CO, 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01191
Total number of active participants reported on line 7a of the Form 55002011-01-01160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01178
Number of participants with account balances2011-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: ZIEGLER LUMBER CO, 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01200
Total number of active participants reported on line 7a of the Form 55002009-01-01176
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01197
Total participants2009-01-01197
Number of participants with account balances2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on ZIEGLER LUMBER CO, 401(K) PLAN

Measure Date Value
2022 : ZIEGLER LUMBER CO, 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-474,957
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$469,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$468,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$431,545
Value of total assets at end of year2022-12-31$3,972,266
Value of total assets at beginning of year2022-12-31$4,916,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$475
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$372,794
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-944,151
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,972,266
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,916,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,971,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,915,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-906,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$58,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$468,719
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2022-12-31208571624
2021 : ZIEGLER LUMBER CO, 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,102,630
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$595,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$595,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$409,675
Value of total assets at end of year2021-12-31$4,916,417
Value of total assets at beginning of year2021-12-31$4,409,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$275
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$349,696
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$507,083
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,916,417
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,409,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,915,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,408,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$692,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$59,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$595,272
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2021-12-31208571624
2020 : ZIEGLER LUMBER CO, 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,054,678
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$171,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$171,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$346,895
Value of total assets at end of year2020-12-31$4,409,334
Value of total assets at beginning of year2020-12-31$3,526,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$400
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$302,136
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,087
Administrative expenses (other) incurred2020-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$882,917
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,409,334
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,526,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,196,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,525,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$212,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$707,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$43,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$171,361
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2020-12-31208571624
2019 : ZIEGLER LUMBER CO, 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,041,222
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$994,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$994,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$369,825
Value of total assets at end of year2019-12-31$3,526,417
Value of total assets at beginning of year2019-12-31$3,480,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$420
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$281,751
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,104
Administrative expenses (other) incurred2019-12-31$420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$46,375
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,526,417
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,480,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,525,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,479,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$671,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$43,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$994,427
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2019-12-31911008301
2018 : ZIEGLER LUMBER CO, 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$165,196
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$512,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$512,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$311,624
Value of total assets at end of year2018-12-31$3,480,042
Value of total assets at beginning of year2018-12-31$3,827,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$350
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$258,880
Participant contributions at beginning of year2018-12-31$7,198
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,680
Administrative expenses (other) incurred2018-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-347,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,480,042
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,827,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,479,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,818,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-146,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$40,064
Employer contributions (assets) at beginning of year2018-12-31$1,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$512,576
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2018-12-31911008301
2017 : ZIEGLER LUMBER CO, 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$919,854
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$87,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$87,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$367,368
Value of total assets at end of year2017-12-31$3,827,772
Value of total assets at beginning of year2017-12-31$2,995,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$241,300
Participant contributions at end of year2017-12-31$7,198
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$89,118
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$832,724
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,827,772
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,995,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,818,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,995,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$552,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$36,950
Employer contributions (assets) at end of year2017-12-31$1,253
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$87,130
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2017-12-31911008301
2016 : ZIEGLER LUMBER CO, 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$403,444
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$293,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$293,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$208,236
Value of total assets at end of year2016-12-31$2,995,048
Value of total assets at beginning of year2016-12-31$2,884,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$189,905
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5,754
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$110,149
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,995,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,884,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,995,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,878,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$195,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,331
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$293,291
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2016-12-31911008301
2015 : ZIEGLER LUMBER CO, 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$229,103
Total of all expenses incurred2015-12-31$188,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$188,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$197,852
Value of total assets at end of year2015-12-31$2,884,899
Value of total assets at beginning of year2015-12-31$2,844,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$179,929
Participant contributions at end of year2015-12-31$5,754
Participant contributions at beginning of year2015-12-31$5,433
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$40,211
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,884,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,844,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,878,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,838,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$31,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,923
Employer contributions (assets) at end of year2015-12-31$640
Employer contributions (assets) at beginning of year2015-12-31$646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$188,892
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2015-12-31911008301
2014 : ZIEGLER LUMBER CO, 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$367,377
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$39,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$39,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$213,290
Value of total assets at end of year2014-12-31$2,844,688
Value of total assets at beginning of year2014-12-31$2,516,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$190,940
Participant contributions at end of year2014-12-31$5,433
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$76
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$327,831
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,844,688
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,516,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,838,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,516,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$154,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,300
Employer contributions (assets) at end of year2014-12-31$646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$39,546
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2014-12-31911008301
2013 : ZIEGLER LUMBER CO, 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$554,111
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$115,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$115,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$174,557
Value of total assets at end of year2013-12-31$2,516,857
Value of total assets at beginning of year2013-12-31$2,077,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$260,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$159,029
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$76
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$439,016
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,516,857
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,077,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,516,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,077,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$379,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$15,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$115,095
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2013-12-31911008301
2012 : ZIEGLER LUMBER CO, 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$402,285
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$119,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$119,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$176,051
Value of total assets at end of year2012-12-31$2,077,841
Value of total assets at beginning of year2012-12-31$1,794,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$180,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$160,390
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$282,961
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,077,841
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,794,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,077,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,794,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$226,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$119,324
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2012-12-31911008301
2011 : ZIEGLER LUMBER CO, 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$155,127
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$74,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$74,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$186,159
Value of total assets at end of year2011-12-31$1,794,880
Value of total assets at beginning of year2011-12-31$1,714,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$180,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$169,827
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$1,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$80,320
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,794,880
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,714,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,794,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,712,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$74,807
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2011-12-31911008301
2010 : ZIEGLER LUMBER CO, 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$345,315
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$104,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$191,192
Value of total assets at end of year2010-12-31$1,714,560
Value of total assets at beginning of year2010-12-31$1,474,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$175,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$173,592
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$240,330
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,714,560
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,474,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,712,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,473,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$154,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,600
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$104,985
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FRUCI & ASSOCIATES PS
Accountancy firm EIN2010-12-31911008301

Form 5500 Responses for ZIEGLER LUMBER CO, 401(K) PLAN

2022: ZIEGLER LUMBER CO, 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZIEGLER LUMBER CO, 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZIEGLER LUMBER CO, 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZIEGLER LUMBER CO, 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZIEGLER LUMBER CO, 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZIEGLER LUMBER CO, 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: ZIEGLER LUMBER CO, 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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
2015: ZIEGLER LUMBER CO, 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZIEGLER LUMBER CO, 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZIEGLER LUMBER CO, 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZIEGLER LUMBER CO, 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ZIEGLER LUMBER CO, 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ZIEGLER LUMBER CO, 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3