401k Plan data: JOHN J ZISA DPM PROFIT SHARING PLAN plan

JOHN J ZISA DPM PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN J ZISA DPM PROFIT SHARING PLAN
Plan identification number	001

JOHN J ZISA DPM 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
Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN ZISA has sponsored the creation of one or more 401k plans.

Company Name: JOHN ZISA

Employer identification number (EIN): 133274062

NAIC Classification: 621391
NAIC Description: Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J ZISA DPM PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 JOHN ZISA 2020-11-19
001 2019-01-01 JOHN ZISA 2020-07-07 JOHN ZISA 2020-07-07
001 2018-01-01 JOHN ZISA 2019-07-10 JOHN ZISA 2019-07-10
001 2017-01-01 JOHN ZISA 2018-07-11 JOHN ZISA 2018-07-11
001 2016-01-01 JOHN ZISA 2017-06-27
001 2015-01-01 JOHN ZISA 2016-07-12
001 2014-01-01 JOHN ZISA 2015-07-27
001 2013-01-01 JOHN ZISA JOHN ZISA 2014-06-04
001 2012-01-01 JOHN ZISA
001 2011-01-01 JOHN ZISA
001 2009-01-01 JOHN ZISA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	JOHN ZISA	2020-11-19
001	2019-01-01	JOHN ZISA	2020-07-07	JOHN ZISA	2020-07-07
001	2018-01-01	JOHN ZISA	2019-07-10	JOHN ZISA	2019-07-10
001	2017-01-01	JOHN ZISA	2018-07-11	JOHN ZISA	2018-07-11
001	2016-01-01	JOHN ZISA	2017-06-27
001	2015-01-01	JOHN ZISA	2016-07-12
001	2014-01-01	JOHN ZISA	2015-07-27
001	2013-01-01	JOHN ZISA		JOHN ZISA	2014-06-04
001	2012-01-01	JOHN ZISA
001	2011-01-01	JOHN ZISA
001	2009-01-01	JOHN ZISA

Plan Statistics for JOHN J ZISA DPM PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN J ZISA DPM PROFIT SHARING PLAN

Measure Date Value
2013: JOHN J ZISA DPM PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: JOHN J ZISA DPM PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: JOHN J ZISA DPM PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: JOHN J ZISA DPM PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2

Measure	Date	Value
2013: JOHN J ZISA DPM PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: JOHN J ZISA DPM PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: JOHN J ZISA DPM PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: JOHN J ZISA DPM PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2

Financial Data on JOHN J ZISA DPM PROFIT SHARING PLAN

Measure	Date	Value
2013 : JOHN J ZISA DPM PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$164,549
Expenses. Total of all expenses incurred	2013-12-31	$16,721
Total plan assets at end of year	2013-12-31	$1,183,006
Total plan assets at beginning of year	2013-12-31	$1,035,178
Value of fidelity bond covering the plan	2013-12-31	$260,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$16,721
Other income received	2013-12-31	$120,503
Net income (gross income less expenses)	2013-12-31	$147,828
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,183,006
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,035,178
Total contributions received or receivable from employer(s)	2013-12-31	$44,046
2012 : JOHN J ZISA DPM PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$96,796
Expenses. Total of all expenses incurred	2012-12-31	$17,270
Benefits paid (including direct rollovers)	2012-12-31	$3,480
Total plan assets at end of year	2012-12-31	$1,035,178
Total plan assets at beginning of year	2012-12-31	$955,652
Value of fidelity bond covering the plan	2012-12-31	$260,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$13,790
Other income received	2012-12-31	$54,995
Net income (gross income less expenses)	2012-12-31	$79,526
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,035,178
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$955,652
Total contributions received or receivable from employer(s)	2012-12-31	$41,801
2011 : JOHN J ZISA DPM PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$38,281
Expenses. Total of all expenses incurred	2011-12-31	$45,210
Benefits paid (including direct rollovers)	2011-12-31	$30,432
Total plan assets at end of year	2011-12-31	$955,652
Total plan assets at beginning of year	2011-12-31	$962,581
Value of fidelity bond covering the plan	2011-12-31	$260,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$14,778
Other income received	2011-12-31	$-7,976
Net income (gross income less expenses)	2011-12-31	$-6,929
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$955,652
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$962,581
Total contributions received or receivable from employer(s)	2011-12-31	$46,257
2010 : JOHN J ZISA DPM PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$153,043
Expenses. Total of all expenses incurred	2010-12-31	$10,866
Total plan assets at end of year	2010-12-31	$962,581
Total plan assets at beginning of year	2010-12-31	$820,404
Value of fidelity bond covering the plan	2010-12-31	$260,000
Other income received	2010-12-31	$102,994
Net income (gross income less expenses)	2010-12-31	$142,177
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$962,581
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$820,404
Total contributions received or receivable from employer(s)	2010-12-31	$50,049
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,866

Form 5500 Responses for JOHN J ZISA DPM PROFIT SHARING PLAN

2013: JOHN J ZISA DPM PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN J ZISA DPM PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN J ZISA DPM PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN J ZISA DPM PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN ZISA
Employer identification number (EIN):	133274062
NAIC Classification:	621391
NAIC Description:	Offices of Podiatrists