401k Plan data: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST plan

BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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
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.

401k Sponsoring company profile

BERGER & ZAVESKY CO., L.P.A. has sponsored the creation of one or more 401k plans.

Company Name: BERGER & ZAVESKY CO., L.P.A.

Employer identification number (EIN): 341869396

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about BERGER & ZAVESKY CO., L.P.A.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1998-06-15

Company Identification Number: 1014196

Legal Registered Office Address: 101 PROSPECT AVE #1800
-
CLEVELAND
United States of America (USA)
441150000

More information about BERGER & ZAVESKY CO., L.P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROBERT J ZAVESKY
001 2015-01-01 ROBERT J ZAVESKY
001 2014-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2015-06-23
001 2013-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2014-06-18
001 2012-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2013-05-15
001 2011-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2012-05-15
001 2010-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2011-05-02
001 2009-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2010-06-30
001 2009-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2010-06-30
001 2009-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2010-07-13
001 2009-01-01 ROBERT J ZAVESKY ROBERT J ZAVESKY 2010-07-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	ROBERT J ZAVESKY
001	2015-01-01	ROBERT J ZAVESKY
001	2014-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2015-06-23
001	2013-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2014-06-18
001	2012-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2013-05-15
001	2011-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2012-05-15
001	2010-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2011-05-02
001	2009-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2010-06-30
001	2009-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2010-06-30
001	2009-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2010-07-13
001	2009-01-01	ROBERT J ZAVESKY	ROBERT J ZAVESKY	2010-07-13

Plan Statistics for BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
2009: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
2009: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$1,873
Expenses. Total of all expenses incurred	2016-12-31	$103,256
Benefits paid (including direct rollovers)	2016-12-31	$102,952
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$101,383
Value of fidelity bond covering the plan	2016-12-31	$25,000
Other income received	2016-12-31	$1,873
Net income (gross income less expenses)	2016-12-31	$-101,383
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$101,383
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$304
2015 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-5,246
Expenses. Total of all expenses incurred	2015-12-31	$1,063
Total plan assets at end of year	2015-12-31	$101,383
Total plan assets at beginning of year	2015-12-31	$107,692
Value of fidelity bond covering the plan	2015-12-31	$25,000
Other income received	2015-12-31	$-5,246
Net income (gross income less expenses)	2015-12-31	$-6,309
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$101,383
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$107,692
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,063
2014 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$-77
Total plan assets at end of year	2014-12-31	$107,692
Total plan assets at beginning of year	2014-12-31	$107,769
Value of fidelity bond covering the plan	2014-12-31	$25,000
Other income received	2014-12-31	$-77
Net income (gross income less expenses)	2014-12-31	$-77
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$107,692
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$107,769
2013 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$5,815
Expenses. Total of all expenses incurred	2013-12-31	$3,226
Benefits paid (including direct rollovers)	2013-12-31	$3,226
Total plan assets at end of year	2013-12-31	$107,769
Total plan assets at beginning of year	2013-12-31	$105,180
Value of fidelity bond covering the plan	2013-12-31	$25,000
Other income received	2013-12-31	$5,815
Net income (gross income less expenses)	2013-12-31	$2,589
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$107,769
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$105,180
2012 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$7,559
Expenses. Total of all expenses incurred	2012-12-31	$3,087
Benefits paid (including direct rollovers)	2012-12-31	$3,087
Total plan assets at end of year	2012-12-31	$105,180
Total plan assets at beginning of year	2012-12-31	$100,708
Value of fidelity bond covering the plan	2012-12-31	$25,000
Other income received	2012-12-31	$7,559
Net income (gross income less expenses)	2012-12-31	$4,472
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$105,180
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$100,708
2011 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,660
Expenses. Total of all expenses incurred	2011-12-31	$2,973
Benefits paid (including direct rollovers)	2011-12-31	$2,973
Total plan assets at end of year	2011-12-31	$100,708
Total plan assets at beginning of year	2011-12-31	$105,341
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$-1,660
Net income (gross income less expenses)	2011-12-31	$-4,633
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$100,708
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$105,341
2010 : BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$9,280
Expenses. Total of all expenses incurred	2010-12-31	$2,759
Benefits paid (including direct rollovers)	2010-12-31	$2,759
Total plan assets at end of year	2010-12-31	$105,341
Total plan assets at beginning of year	2010-12-31	$98,820
Value of fidelity bond covering the plan	2010-12-31	$25,000
Other income received	2010-12-31	$9,280
Net income (gross income less expenses)	2010-12-31	$6,521
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$105,341
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$98,820

Form 5500 Responses for BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST

2016: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BERGER & ZAVESKY CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERGER & ZAVESKY CO., L.P.A.
Employer identification number (EIN):	341869396
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1998-06-15
Company Identification Number:	1014196
Legal Registered Office Address:	101 PROSPECT AVE #1800 - CLEVELAND United States of America (USA) 441150000