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BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameBENJAMIN ZANDER RETIREMENT PLAN AND TRUST
Plan identification number 001

BENJAMIN ZANDER RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BENJAMIN ZANDER has sponsored the creation of one or more 401k plans.

Company Name:BENJAMIN ZANDER
Employer identification number (EIN):206540229
NAIC Classification:711510
NAIC Description:Independent Artists, Writers, and Performers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENJAMIN ZANDER RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-12-01BENJAMIN ZANDER2014-09-15
0012011-12-01BENJAMIN ZANDER BENJAMIN ZANDER2014-02-07
0012010-12-01BENJAMIN ZANDER BENJAMIN ZANDER2014-02-07
0012009-12-01BENJAMIN ZANDER BENJAMIN ZANDER2014-02-07
0012008-12-01BENJAMIN ZANDER BENJAMIN ZANDER2014-02-07
0012007-12-01BENJAMIN ZANDER BENJAMIN ZANDER2014-02-07

Financial Data on BENJAMIN ZANDER RETIREMENT PLAN AND TRUST

Measure Date Value
2012 : BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-11-30$0
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$237,718
Expenses. Total of all expenses incurred2012-11-30$114,833
Benefits paid (including direct rollovers)2012-11-30$0
Total plan assets at end of year2012-11-30$1,939,298
Total plan assets at beginning of year2012-11-30$1,816,413
Value of fidelity bond covering the plan2012-11-30$194,000
Total contributions received or receivable from participants2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$114,833
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$94,300
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$122,885
Net plan assets at end of year (total assets less liabilities)2012-11-30$1,939,298
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,816,413
Total contributions received or receivable from employer(s)2012-11-30$143,418
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-11-30$0
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$119,117
Expenses. Total of all expenses incurred2011-11-30$28,204
Benefits paid (including direct rollovers)2011-11-30$0
Total plan assets at end of year2011-11-30$1,816,413
Total plan assets at beginning of year2011-11-30$1,725,500
Value of fidelity bond covering the plan2011-11-30$181,700
Total contributions received or receivable from participants2011-11-30$0
Expenses. Other expenses not covered elsewhere2011-11-30$28,204
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$-296,633
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$90,913
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,816,413
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$1,725,500
Total contributions received or receivable from employer(s)2011-11-30$415,750
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-11-30$0
Total plan liabilities at end of year2010-11-30$0
Total plan liabilities at beginning of year2010-11-30$0
Total income from all sources2010-11-30$726,955
Expenses. Total of all expenses incurred2010-11-30$326,669
Benefits paid (including direct rollovers)2010-11-30$0
Total plan assets at end of year2010-11-30$1,725,500
Total plan assets at beginning of year2010-11-30$1,325,214
Value of fidelity bond covering the plan2010-11-30$176,000
Total contributions received or receivable from participants2010-11-30$0
Expenses. Other expenses not covered elsewhere2010-11-30$326,669
Contributions received from other sources (not participants or employers)2010-11-30$0
Other income received2010-11-30$226,955
Noncash contributions received2010-11-30$0
Net income (gross income less expenses)2010-11-30$400,286
Net plan assets at end of year (total assets less liabilities)2010-11-30$1,725,500
Net plan assets at beginning of year (total assets less liabilities)2010-11-30$1,325,214
Total contributions received or receivable from employer(s)2010-11-30$500,000
Value of certain deemed distributions of participant loans2010-11-30$0
Value of corrective distributions2010-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-11-30$0
2009 : BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2009 401k financial data
Transfers to/from the plan2009-11-30$0
Total plan liabilities at end of year2009-11-30$0
Total plan liabilities at beginning of year2009-11-30$0
Total income from all sources2009-11-30$433,875
Expenses. Total of all expenses incurred2009-11-30$140,049
Benefits paid (including direct rollovers)2009-11-30$0
Total plan assets at end of year2009-11-30$1,325,214
Total plan assets at beginning of year2009-11-30$1,031,388
Value of fidelity bond covering the plan2009-11-30$100,000
Total contributions received or receivable from participants2009-11-30$0
Expenses. Other expenses not covered elsewhere2009-11-30$140,049
Contributions received from other sources (not participants or employers)2009-11-30$0
Other income received2009-11-30$139,803
Noncash contributions received2009-11-30$0
Net income (gross income less expenses)2009-11-30$293,826
Net plan assets at end of year (total assets less liabilities)2009-11-30$1,325,214
Net plan assets at beginning of year (total assets less liabilities)2009-11-30$1,031,388
Total contributions received or receivable from employer(s)2009-11-30$294,072
Value of certain deemed distributions of participant loans2009-11-30$0
Value of corrective distributions2009-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-11-30$0
2008 : BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2008 401k financial data
Total plan liabilities at end of year2008-11-30$0
Total plan liabilities at beginning of year2008-11-30$0
Total income from all sources2008-11-30$504,246
Expenses. Total of all expenses incurred2008-11-30$103,888
Benefits paid (including direct rollovers)2008-11-30$0
Total plan assets at end of year2008-11-30$1,031,388
Total plan assets at beginning of year2008-11-30$631,030
Value of fidelity bond covering the plan2008-11-30$100,000
Total contributions received or receivable from participants2008-11-30$0
Expenses. Other expenses not covered elsewhere2008-11-30$103,888
Contributions received from other sources (not participants or employers)2008-11-30$0
Other income received2008-11-30$186,104
Noncash contributions received2008-11-30$0
Net income (gross income less expenses)2008-11-30$400,358
Net plan assets at end of year (total assets less liabilities)2008-11-30$1,031,388
Net plan assets at beginning of year (total assets less liabilities)2008-11-30$631,030
Total contributions received or receivable from employer(s)2008-11-30$318,142
Value of certain deemed distributions of participant loans2008-11-30$0
Value of corrective distributions2008-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-11-30$0

Form 5500 Responses for BENJAMIN ZANDER RETIREMENT PLAN AND TRUST

2011: BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo
2008-12-01Plan funding arrangement – InsuranceYes
2008-12-01Plan funding arrangement – TrustYes
2008-12-01Plan benefit arrangement – InsuranceYes
2008-12-01Plan benefit arrangement - TrustYes
2007: BENJAMIN ZANDER RETIREMENT PLAN AND TRUST 2007 form 5500 responses
2007-12-01Type of plan entitySingle employer plan
2007-12-01Submission has been amendedNo
2007-12-01This submission is the final filingNo
2007-12-01This return/report is a short plan year return/report (less than 12 months)No
2007-12-01Plan is a collectively bargained planNo
2007-12-01Plan funding arrangement – InsuranceYes
2007-12-01Plan funding arrangement – TrustYes
2007-12-01Plan benefit arrangement – InsuranceYes
2007-12-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number61689
Policy instance 1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number213934
Policy instance 2
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number213503
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number0000
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21111675
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number0000
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number0000
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number0000
Policy instance 1

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