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RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN 401k Plan overview

Plan NameRICHARD E. ZULKEY & ASSOCIATES PENSION PLAN
Plan identification number 001

RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

RICHARD E. ZULKEY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. ZULKEY & ASSOCIATES
Employer identification number (EIN):363728564

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01RICHARD ZULKEY

Plan Statistics for RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN

401k plan membership statisitcs for RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN

Measure Date Value
2011: RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
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 participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN

Measure Date Value
2011 : RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,963
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,244,161
Total plan assets at beginning of year2011-12-31$2,223,198
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$0
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$20,963
Net income (gross income less expenses)2011-12-31$20,963
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,244,161
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,223,198
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0

Form 5500 Responses for RICHARD E. ZULKEY & ASSOCIATES PENSION PLAN

2011: RICHARD E. ZULKEY & ASSOCIATES PENSION 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

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