401k Plan data: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN plan

ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN
Plan identification number	001

ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

ZUCKERMAN & MCQUILLER has sponsored the creation of one or more 401k plans.

Company Name: ZUCKERMAN & MCQUILLER

Employer identification number (EIN): 942863365

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID S. ZUCKERMAN 2023-09-26
001 2021-01-01 DAVID S. ZUCKERMAN 2022-07-12
001 2020-01-01 DAVID S. ZUCKERMAN 2021-07-13
001 2019-01-01 DAVID S. ZUCKERMAN 2020-10-12
001 2018-01-01
001 2017-01-01 DAVID S. ZUCKERMAN
001 2016-01-01 DAVID S. ZUCKERMAN
001 2015-01-01 DAVID S. ZUCKERMAN
001 2014-01-01 DAVID S. ZUCKERMAN DAVID S. ZUCKERMAN 2015-09-17
001 2014-01-01 DAVID S. ZUCKERMAN DAVID S. ZUCKERMAN 2015-09-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID S. ZUCKERMAN	2023-09-26
001	2021-01-01	DAVID S. ZUCKERMAN	2022-07-12
001	2020-01-01	DAVID S. ZUCKERMAN	2021-07-13
001	2019-01-01	DAVID S. ZUCKERMAN	2020-10-12
001	2018-01-01
001	2017-01-01	DAVID S. ZUCKERMAN
001	2016-01-01	DAVID S. ZUCKERMAN
001	2015-01-01	DAVID S. ZUCKERMAN
001	2014-01-01	DAVID S. ZUCKERMAN		DAVID S. ZUCKERMAN	2015-09-17
001	2014-01-01	DAVID S. ZUCKERMAN		DAVID S. ZUCKERMAN	2015-09-18

Plan Statistics for ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2018: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-78,194
Expenses. Total of all expenses incurred	2018-12-31	$42,336
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$5,874,868
Total plan assets at beginning of year	2018-12-31	$5,995,398
Value of fidelity bond covering the plan	2018-12-31	$450,000
Total contributions received or receivable from participants	2018-12-31	$50,200
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-237,586
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-120,530
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,874,868
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,995,398
Total contributions received or receivable from employer(s)	2018-12-31	$109,192
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$42,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,200,321
Expenses. Total of all expenses incurred	2017-12-31	$36,792
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$5,995,398
Total plan assets at beginning of year	2017-12-31	$4,831,869
Value of fidelity bond covering the plan	2017-12-31	$450,000
Total contributions received or receivable from participants	2017-12-31	$49,200
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$13,729
Other income received	2017-12-31	$1,031,616
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,163,529
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,995,398
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,831,869
Total contributions received or receivable from employer(s)	2017-12-31	$105,776
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$36,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$497,033
Expenses. Total of all expenses incurred	2016-12-31	$7,562
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$4,831,869
Total plan assets at beginning of year	2016-12-31	$4,342,398
Value of fidelity bond covering the plan	2016-12-31	$450,000
Total contributions received or receivable from participants	2016-12-31	$49,200
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$335,228
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$489,471
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,831,869
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,342,398
Total contributions received or receivable from employer(s)	2016-12-31	$112,605
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$53,661
Expenses. Total of all expenses incurred	2015-12-31	$9,023
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$4,342,398
Total plan assets at beginning of year	2015-12-31	$4,297,760
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$49,200
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-98,967
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$44,638
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,342,398
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,297,760
Total contributions received or receivable from employer(s)	2015-12-31	$103,428
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$456,159
Expenses. Total of all expenses incurred	2014-12-31	$17,601
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$4,297,760
Total plan assets at beginning of year	2014-12-31	$3,859,202
Total contributions received or receivable from participants	2014-12-31	$47,200
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$303,235
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$438,558
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,297,760
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,859,202
Total contributions received or receivable from employer(s)	2014-12-31	$105,724
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$17,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN

2018: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ZUCKERMAN & MCQUILLER 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ZUCKERMAN & MCQUILLER
Employer identification number (EIN):	942863365
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers