ZACKS INVESTMENT RESEARCH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN
401k plan membership statisitcs for ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN
| Measure | Date | Value |
|---|
| 2011: ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 227 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 230 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
| Total of all active and inactive participants | 2011-03-01 | 234 |
| 2010: ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-01 | 359 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 228 |
| Number of retired or separated participants receiving benefits | 2010-03-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 0 |
| Total of all active and inactive participants | 2010-03-01 | 232 |
| 2009: ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 395 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 164 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 0 |
| Total of all active and inactive participants | 2009-03-01 | 178 |
| 2011: ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Submission has been amended | No |
| 2011-03-01 | This submission is the final filing | No |
| 2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-01 | Plan is a collectively bargained plan | No |
| 2011-03-01 | Plan funding arrangement – Insurance | Yes |
| 2011-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN 2010 form 5500 responses |
|---|
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | Submission has been amended | Yes |
| 2010-03-01 | This submission is the final filing | No |
| 2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-03-01 | Plan is a collectively bargained plan | No |
| 2010-03-01 | Plan funding arrangement – Insurance | Yes |
| 2010-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: ZACKS INVESTMENT RESEARCH INC PREMIUM ONLY PLAN 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Submission has been amended | Yes |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-01 | Plan is a collectively bargained plan | No |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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