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BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameBRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 001

BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT 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.
  • 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

BRUCE M. ZGODA has sponsored the creation of one or more 401k plans.

Company Name:BRUCE M. ZGODA
Employer identification number (EIN):166208695
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01BRUCE ZGODA BRUCE ZGODA2016-10-12
0012014-01-01BRUCE ZGODA BRUCE ZGODA2015-10-07
0012013-01-01BRUCE ZGODA BRUCE ZGODA2014-07-22
0012012-01-01BRUCE ZGODA BRUCE ZGODA2014-07-22
0012011-01-01BRUCE M. ZGODA BRUCE M. ZGODA2012-07-20
0012010-01-01BRUCE ZGODA BRUCE ZGODA2011-07-25

Plan Statistics for BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2015: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2015 : BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-99,384
Expenses. Total of all expenses incurred2015-12-31$11,798
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,494,377
Total plan assets at beginning of year2015-12-31$2,605,559
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$48,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-170,805
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-111,182
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,494,377
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,605,559
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$23,421
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,798
2014 : BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$48,284
Expenses. Total of all expenses incurred2014-12-31$12,414
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,605,559
Total plan assets at beginning of year2014-12-31$2,569,689
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$46,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-33,115
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$35,870
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,605,559
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,569,689
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$35,399
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,414
2013 : BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$325,471
Expenses. Total of all expenses incurred2013-12-31$10,760
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,569,689
Total plan assets at beginning of year2013-12-31$2,254,978
Value of fidelity bond covering the plan2013-12-31$325,000
Total contributions received or receivable from participants2013-12-31$46,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$245,677
Net income (gross income less expenses)2013-12-31$314,711
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,569,689
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,254,978
Assets. Value of real-estate (other than employer real property)2013-12-31$56,522
Total contributions received or receivable from employer(s)2013-12-31$33,794
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,760
2012 : BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$152,906
Expenses. Total of all expenses incurred2012-12-31$9,418
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,239,199
Total plan assets at beginning of year2012-12-31$2,095,711
Value of fidelity bond covering the plan2012-12-31$280,000
Total contributions received or receivable from participants2012-12-31$45,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$92,849
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$143,488
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,239,199
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,095,711
Assets. Value of real-estate (other than employer real property)2012-12-31$106,141
Total contributions received or receivable from employer(s)2012-12-31$15,057
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,418
2011 : BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$105,954
Expenses. Total of all expenses incurred2011-12-31$8,662
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,095,711
Total plan assets at beginning of year2011-12-31$1,998,419
Value of fidelity bond covering the plan2011-12-31$280,000
Total contributions received or receivable from participants2011-12-31$44,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$32,443
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$97,292
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,095,711
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,998,419
Assets. Value of real-estate (other than employer real property)2011-12-31$155,742
Total contributions received or receivable from employer(s)2011-12-31$29,511
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,662
2010 : BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$246,234
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,998,419
Total plan assets at beginning of year2010-12-31$1,752,185
Value of fidelity bond covering the plan2010-12-31$280,000
Total contributions received or receivable from participants2010-12-31$44,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$174,301
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$246,234
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,998,419
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,752,185
Total contributions received or receivable from employer(s)2010-12-31$27,933
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN

2015: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT 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: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT 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: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT 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: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2010: BRUCE M. ZGODA SELF-EMPLOYED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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