ZWERLING, SCHACHTER & ZWERLING, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZWERLING, SCHACHTER & ZWERLING, LLP 401(K) PLAN
401k plan membership statisitcs for ZWERLING, SCHACHTER & ZWERLING, LLP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2009: ZWERLING, SCHACHTER & ZWERLING, LLP 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 28 |
| 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 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 33 |
| Number of participants with account balances | 2009-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2010 : ZWERLING, SCHACHTER & ZWERLING, LLP 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $378,912 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $350,424 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $308,700 |
| Total plan assets at end of year | 2010-12-31 | $2,382,523 |
| Total plan assets at beginning of year | 2010-12-31 | $2,354,035 |
| Value of fidelity bond covering the plan | 2010-12-31 | $240,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $171,323 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $15,234 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $207,589 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $28,488 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,382,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,354,035 |
| Assets. Value of participant loans | 2010-12-31 | $180,706 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $98,506 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $26,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : ZWERLING, SCHACHTER & ZWERLING, LLP 401(K) PLAN 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 |
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