ZUCKER STEINBERG & WIXTED, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN
401k plan membership statisitcs for ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN
Measure | Date | Value |
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2022: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 12 |
Number of participants with account balances | 2017-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
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 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 14 |
Number of participants with account balances | 2009-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2022 401k financial data |
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Total plan liabilities at beginning of year | 2022-12-31 | $20,228 |
Total income from all sources | 2022-12-31 | $-691,551 |
Expenses. Total of all expenses incurred | 2022-12-31 | $283,683 |
Benefits paid (including direct rollovers) | 2022-12-31 | $253,928 |
Total plan assets at end of year | 2022-12-31 | $4,825,450 |
Total plan assets at beginning of year | 2022-12-31 | $5,820,912 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $49,980 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $29,755 |
Other income received | 2022-12-31 | $-756,049 |
Net income (gross income less expenses) | 2022-12-31 | $-975,234 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,825,450 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,800,684 |
Assets. Value of participant loans | 2022-12-31 | $38,453 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $4,000 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $14,518 |
2021 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $20,228 |
Total plan liabilities at beginning of year | 2021-12-31 | $259 |
Total income from all sources | 2021-12-31 | $725,201 |
Expenses. Total of all expenses incurred | 2021-12-31 | $256,597 |
Benefits paid (including direct rollovers) | 2021-12-31 | $218,902 |
Total plan assets at end of year | 2021-12-31 | $5,820,912 |
Total plan assets at beginning of year | 2021-12-31 | $5,332,339 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $26,580 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $37,695 |
Other income received | 2021-12-31 | $626,621 |
Net income (gross income less expenses) | 2021-12-31 | $468,604 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,800,684 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,332,080 |
Assets. Value of participant loans | 2021-12-31 | $50,327 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $4,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $72,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $259 |
Total plan liabilities at beginning of year | 2020-12-31 | $975 |
Total income from all sources | 2020-12-31 | $708,819 |
Expenses. Total of all expenses incurred | 2020-12-31 | $147,554 |
Benefits paid (including direct rollovers) | 2020-12-31 | $115,880 |
Total plan assets at end of year | 2020-12-31 | $5,332,339 |
Total plan assets at beginning of year | 2020-12-31 | $4,771,790 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $40,190 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $31,674 |
Other income received | 2020-12-31 | $659,426 |
Net income (gross income less expenses) | 2020-12-31 | $561,265 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,332,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,770,815 |
Assets. Value of participant loans | 2020-12-31 | $48,267 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $4,000 |
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 | 2020-12-31 | $6,146 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $9,203 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $975 |
Total plan liabilities at beginning of year | 2019-12-31 | $10,374 |
Total income from all sources | 2019-12-31 | $917,640 |
Expenses. Total of all expenses incurred | 2019-12-31 | $233,422 |
Benefits paid (including direct rollovers) | 2019-12-31 | $201,043 |
Total plan assets at end of year | 2019-12-31 | $4,771,790 |
Total plan assets at beginning of year | 2019-12-31 | $4,096,971 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $39,694 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $32,379 |
Other income received | 2019-12-31 | $800,514 |
Net income (gross income less expenses) | 2019-12-31 | $684,218 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,770,815 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,086,597 |
Assets. Value of participant loans | 2019-12-31 | $382 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $4,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $77,432 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $10,374 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-113,672 |
Expenses. Total of all expenses incurred | 2018-12-31 | $153,527 |
Benefits paid (including direct rollovers) | 2018-12-31 | $122,076 |
Total plan assets at end of year | 2018-12-31 | $4,096,971 |
Total plan assets at beginning of year | 2018-12-31 | $4,353,796 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $35,056 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $31,451 |
Other income received | 2018-12-31 | $-218,728 |
Net income (gross income less expenses) | 2018-12-31 | $-267,199 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,086,597 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,353,796 |
Assets. Value of participant loans | 2018-12-31 | $7,975 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $16,645 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $70,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $35 |
Total income from all sources | 2017-12-31 | $689,061 |
Expenses. Total of all expenses incurred | 2017-12-31 | $765,580 |
Benefits paid (including direct rollovers) | 2017-12-31 | $745,125 |
Total plan assets at end of year | 2017-12-31 | $4,353,796 |
Total plan assets at beginning of year | 2017-12-31 | $4,430,350 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $71,152 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $20,455 |
Other income received | 2017-12-31 | $543,909 |
Net income (gross income less expenses) | 2017-12-31 | $-76,519 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,353,796 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,430,315 |
Assets. Value of participant loans | 2017-12-31 | $10,621 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $16,645 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $74,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $35 |
Total plan liabilities at beginning of year | 2016-12-31 | $13,652 |
Total income from all sources | 2016-12-31 | $349,629 |
Expenses. Total of all expenses incurred | 2016-12-31 | $260,409 |
Benefits paid (including direct rollovers) | 2016-12-31 | $243,933 |
Total plan assets at end of year | 2016-12-31 | $4,430,350 |
Total plan assets at beginning of year | 2016-12-31 | $4,354,747 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $59,112 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $16,476 |
Other income received | 2016-12-31 | $280,719 |
Net income (gross income less expenses) | 2016-12-31 | $89,220 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,430,315 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,341,095 |
Assets. Value of participant loans | 2016-12-31 | $22,656 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $58,401 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $9,798 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $13,652 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $58,660 |
Expenses. Total of all expenses incurred | 2015-12-31 | $68,282 |
Benefits paid (including direct rollovers) | 2015-12-31 | $51,720 |
Total plan assets at end of year | 2015-12-31 | $4,354,747 |
Total plan assets at beginning of year | 2015-12-31 | $4,350,717 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $66,008 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $16,562 |
Other income received | 2015-12-31 | $-17,788 |
Net income (gross income less expenses) | 2015-12-31 | $-9,622 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,341,095 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,350,717 |
Assets. Value of participant loans | 2015-12-31 | $34,761 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $20,440 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $10,440 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $344,639 |
Expenses. Total of all expenses incurred | 2014-12-31 | $49,802 |
Benefits paid (including direct rollovers) | 2014-12-31 | $36,152 |
Total plan assets at end of year | 2014-12-31 | $4,350,717 |
Total plan assets at beginning of year | 2014-12-31 | $4,055,880 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $85,580 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $13,650 |
Other income received | 2014-12-31 | $177,816 |
Net income (gross income less expenses) | 2014-12-31 | $294,837 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,350,717 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,055,880 |
Assets. Value of participant loans | 2014-12-31 | $52,698 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $73,153 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $81,243 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $514,971 |
Expenses. Total of all expenses incurred | 2013-12-31 | $264,624 |
Benefits paid (including direct rollovers) | 2013-12-31 | $258,924 |
Total plan assets at end of year | 2013-12-31 | $4,055,880 |
Total plan assets at beginning of year | 2013-12-31 | $3,805,533 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $84,351 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,700 |
Other income received | 2013-12-31 | $340,620 |
Net income (gross income less expenses) | 2013-12-31 | $250,347 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,055,880 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,805,533 |
Assets. Value of participant loans | 2013-12-31 | $38,686 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $33,195 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $90,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $411,639 |
Expenses. Total of all expenses incurred | 2012-12-31 | $258,292 |
Benefits paid (including direct rollovers) | 2012-12-31 | $252,173 |
Total plan assets at end of year | 2012-12-31 | $3,805,533 |
Total plan assets at beginning of year | 2012-12-31 | $3,652,186 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $80,624 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,119 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $331,015 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $153,347 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,805,533 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,652,186 |
Assets. Value of participant loans | 2012-12-31 | $46,410 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $39,905 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $207,846 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,509,824 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,499,257 |
Total plan assets at end of year | 2011-12-31 | $3,652,186 |
Total plan assets at beginning of year | 2011-12-31 | $5,954,164 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $89,198 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $10,567 |
Other income received | 2011-12-31 | $63,648 |
Net income (gross income less expenses) | 2011-12-31 | $-2,301,978 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,652,186 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,954,164 |
Assets. Value of participant loans | 2011-12-31 | $20,298 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $40,418 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $55,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $989 |
Total income from all sources | 2010-12-31 | $644,987 |
Expenses. Total of all expenses incurred | 2010-12-31 | $40,852 |
Benefits paid (including direct rollovers) | 2010-12-31 | $29,328 |
Total plan assets at end of year | 2010-12-31 | $5,944,259 |
Total plan assets at beginning of year | 2010-12-31 | $5,341,113 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $89,921 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,524 |
Other income received | 2010-12-31 | $500,066 |
Net income (gross income less expenses) | 2010-12-31 | $604,135 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,944,259 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,340,124 |
Assets. Value of participant loans | 2010-12-31 | $20,953 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $55,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ZUCKER STEINBERG & WIXTED, P.A. 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 |
2022: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 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 | No |
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: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 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: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 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: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 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: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 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 |
2009: ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN 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 |