DR. THOMAS J. ZWEIFEL, SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST
401k plan membership statisitcs for THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST
Measure | Date | Value |
---|
2015: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
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 | 8 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
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 | 7 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 8 |
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 | 2 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 7 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
2010: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2015 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $34,034 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,398,232 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,386,458 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $1,364,198 |
Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
Other income received | 2015-12-31 | $34,034 |
Net income (gross income less expenses) | 2015-12-31 | $-1,364,198 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,364,198 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,774 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $177,841 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,853,649 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,842,964 |
Total plan assets at end of year | 2014-12-31 | $1,364,198 |
Total plan assets at beginning of year | 2014-12-31 | $3,040,006 |
Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
Other income received | 2014-12-31 | $177,841 |
Net income (gross income less expenses) | 2014-12-31 | $-1,675,808 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,364,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,040,006 |
Assets. Value of participant loans | 2014-12-31 | $12,906 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $204,774 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,685 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $507,818 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,126 |
Total plan assets at end of year | 2013-12-31 | $3,040,006 |
Total plan assets at beginning of year | 2013-12-31 | $2,541,314 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Total contributions received or receivable from participants | 2013-12-31 | $10,350 |
Other income received | 2013-12-31 | $488,582 |
Net income (gross income less expenses) | 2013-12-31 | $498,692 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,040,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,541,314 |
Assets. Value of participant loans | 2013-12-31 | $12,906 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $2,004,771 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $8,886 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,126 |
2012 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $129,524 |
Expenses. Total of all expenses incurred | 2012-12-31 | $7,180 |
Total plan assets at end of year | 2012-12-31 | $2,541,314 |
Total plan assets at beginning of year | 2012-12-31 | $2,418,970 |
Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
Total contributions received or receivable from participants | 2012-12-31 | $22,760 |
Other income received | 2012-12-31 | $89,764 |
Net income (gross income less expenses) | 2012-12-31 | $122,344 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,541,314 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,418,970 |
Assets. Value of participant loans | 2012-12-31 | $16,583 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,724,242 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $17,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,180 |
2011 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $1,987 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,232 |
Total plan assets at end of year | 2011-12-31 | $2,418,970 |
Total plan assets at beginning of year | 2011-12-31 | $2,423,215 |
Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
Total contributions received or receivable from participants | 2011-12-31 | $3,972 |
Other income received | 2011-12-31 | $-22,985 |
Net income (gross income less expenses) | 2011-12-31 | $-4,245 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,418,970 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,423,215 |
Assets. Value of participant loans | 2011-12-31 | $19,911 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $1,712,878 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $21,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,232 |
2010 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $287,149 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,958 |
Total plan assets at end of year | 2010-12-31 | $2,423,215 |
Total plan assets at beginning of year | 2010-12-31 | $2,141,024 |
Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
Total contributions received or receivable from participants | 2010-12-31 | $3,928 |
Other income received | 2010-12-31 | $257,221 |
Net income (gross income less expenses) | 2010-12-31 | $282,191 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,423,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,141,024 |
Assets. Value of participant loans | 2010-12-31 | $22,924 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $1,778,649 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $26,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,958 |
2009 : THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 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: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 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: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 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 |
2010: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THOMAS J. ZWEIFEL, SC EMPLOYEES RETIREMENT PLAN & TRUST 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 |