401k Plan data: W. R. ZANES & CO. OF LA EMPLOYEES PROFIT SHARING PLAN & TRUST plan

W. R. ZANES & CO. OF LA EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	W. R. ZANES & CO. OF LA EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number	001

W. R. ZANES & CO. OF LA EMPLOYEES PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

W. R. ZANES & CO. OF LA, INC. has sponsored the creation of one or more 401k plans.

Company Name: W. R. ZANES & CO. OF LA, INC.

Employer identification number (EIN): 720357402

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. R. ZANES & CO. OF LA EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 DIANE SCHEXNAYDER 2021-06-10
001 2020-01-01 DIANE SCHEXNAYDER 2021-06-10
001 2019-01-01 DIANE SCHEXNAYDER 2020-06-26
001 2018-01-01 DIANE SCHEXNAYDER 2019-06-30
001 2017-01-01 DIANE SCHEXNAYDER 2018-07-26
001 2016-01-01 DIANE SCHEXNAYDER 2017-02-01
001 2015-01-01 DIANE SCHEXNAYDER 2016-06-10
001 2014-01-01 DIANE SCHEXNAYDER 2015-07-24
001 2013-01-01 DIANE SCHEXNAYDER 2014-08-27
001 2012-01-01 DIANE SCHEXNAYDER 2013-03-21 DIANE SCHEXNAYDER 2013-03-21
001 2011-01-01 DIANE SCHEXNAYDER 2012-07-31 DIANE SCHEXNAYDER 2012-07-31
001 2010-01-01 DIANE SCHEXNAYDER 2011-07-18 DIANE SCHEXNAYDER 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	DIANE SCHEXNAYDER	2021-06-10
001	2020-01-01	DIANE SCHEXNAYDER	2021-06-10
001	2019-01-01	DIANE SCHEXNAYDER	2020-06-26
001	2018-01-01	DIANE SCHEXNAYDER	2019-06-30
001	2017-01-01	DIANE SCHEXNAYDER	2018-07-26
001	2016-01-01	DIANE SCHEXNAYDER	2017-02-01
001	2015-01-01	DIANE SCHEXNAYDER	2016-06-10
001	2014-01-01	DIANE SCHEXNAYDER	2015-07-24
001	2013-01-01	DIANE SCHEXNAYDER	2014-08-27
001	2012-01-01	DIANE SCHEXNAYDER	2013-03-21	DIANE SCHEXNAYDER	2013-03-21
001	2011-01-01	DIANE SCHEXNAYDER	2012-07-31	DIANE SCHEXNAYDER	2012-07-31
001	2010-01-01	DIANE SCHEXNAYDER	2011-07-18	DIANE SCHEXNAYDER	2011-07-18

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Company Name:	W. R. ZANES & CO. OF LA, INC.
Employer identification number (EIN):	720357402
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services