HARRY DAVID ZUTZ INSURANCE INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARRY DAVID ZUTZ INSURANCE INC. RETIREMENT PLAN
401k plan membership statisitcs for HARRY DAVID ZUTZ INSURANCE INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2008: HARRY DAVID ZUTZ INSURANCE INC. RETIREMENT PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-05-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2008-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-05-01 | 0 |
| Total of all active and inactive participants | 2008-05-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-05-01 | 0 |
| Total participants | 2008-05-01 | 0 |
| Number of participants with account balances | 2008-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-05-01 | 0 |
| Measure | Date | Value |
|---|
| 2008 : HARRY DAVID ZUTZ INSURANCE INC. RETIREMENT PLAN 2008 401k financial data |
|---|
| Total plan liabilities at end of year | 2008-06-30 | $0 |
| Total plan liabilities at beginning of year | 2008-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2008-06-30 | $289,803 |
| Benefits paid (including direct rollovers) | 2008-06-30 | $270,449 |
| Total plan assets at end of year | 2008-06-30 | $0 |
| Total plan assets at beginning of year | 2008-06-30 | $289,803 |
| Value of fidelity bond covering the plan | 2008-06-30 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2008-06-30 | $17 |
| Net income (gross income less expenses) | 2008-06-30 | $-289,803 |
| Net plan assets at end of year (total assets less liabilities) | 2008-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-06-30 | $289,803 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-06-30 | $19,337 |
| Total income from all sources | 2008-04-30 | $8,943 |
| Expenses. Total of all expenses incurred | 2008-04-30 | $1,821 |
| Total plan assets at end of year | 2008-04-30 | $289,803 |
| Total plan assets at beginning of year | 2008-04-30 | $282,681 |
| Value of fidelity bond covering the plan | 2008-04-30 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2008-04-30 | $1,821 |
| Other income received | 2008-04-30 | $8,943 |
| Net income (gross income less expenses) | 2008-04-30 | $7,122 |
| Net plan assets at end of year (total assets less liabilities) | 2008-04-30 | $289,803 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-04-30 | $282,681 |
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