401k Plan data: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN plan

KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan Name	KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN
Plan identification number	001

KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

KEITH E. ZAID, P.A. has sponsored the creation of one or more 401k plans.

Company Name: KEITH E. ZAID, P.A.

Employer identification number (EIN): 222716361

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 CHRISTINA MAYER CHRISTINA MAYER 2014-01-27
001 2011-07-01 MARY MAHER
001 2009-07-01 INTA EZERINS

Plan Statistics for KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2014: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 2
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 2
Number of participants with account balances 2014-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 2
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 2
Number of participants with account balances 2013-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 2
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 2
Number of participants with account balances 2012-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 2
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 2
Number of participants with account balances 2011-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 2
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 2
Number of participants with account balances 2009-07-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2014: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	2
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	2
Number of participants with account balances	2014-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	2
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	2
Number of participants with account balances	2013-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	2
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	2
Number of participants with account balances	2012-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	2
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	2
Number of participants with account balances	2011-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	2
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	2
Number of participants with account balances	2009-07-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN

Measure	Date	Value
2015 : KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$15,640
Expenses. Total of all expenses incurred	2015-06-30	$20,551
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$1,428,700
Total plan assets at beginning of year	2015-06-30	$1,433,611
Value of fidelity bond covering the plan	2015-06-30	$160,000
Total contributions received or receivable from participants	2015-06-30	$0
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$-39,882
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$-4,911
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,428,700
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$1,433,611
Total contributions received or receivable from employer(s)	2015-06-30	$55,522
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$20,551
2014 : KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$253,488
Expenses. Total of all expenses incurred	2014-06-30	$20,740
Benefits paid (including direct rollovers)	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$1,433,611
Total plan assets at beginning of year	2014-06-30	$1,200,863
Value of fidelity bond covering the plan	2014-06-30	$200,000
Total contributions received or receivable from participants	2014-06-30	$0
Assets. Value of loans (other than to participants)	2014-06-30	$50,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$198,997
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$232,748
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,433,611
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,200,863
Total contributions received or receivable from employer(s)	2014-06-30	$54,491
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$20,740
2013 : KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$159,823
Expenses. Total of all expenses incurred	2013-06-30	$17,330
Benefits paid (including direct rollovers)	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$1,200,863
Total plan assets at beginning of year	2013-06-30	$1,058,370
Value of fidelity bond covering the plan	2013-06-30	$140,000
Total contributions received or receivable from participants	2013-06-30	$0
Assets. Value of loans (other than to participants)	2013-06-30	$50,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$106,463
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$142,493
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,200,863
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,058,370
Total contributions received or receivable from employer(s)	2013-06-30	$53,360
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$17,330
2012 : KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$55,093
Expenses. Total of all expenses incurred	2012-06-30	$15,120
Benefits paid (including direct rollovers)	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$1,058,370
Total plan assets at beginning of year	2012-06-30	$1,018,397
Value of fidelity bond covering the plan	2012-06-30	$140,000
Total contributions received or receivable from participants	2012-06-30	$0
Assets. Value of loans (other than to participants)	2012-06-30	$50,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$2,571
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$39,973
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,058,370
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,018,397
Total contributions received or receivable from employer(s)	2012-06-30	$52,522
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$15,120
2011 : KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$219,096
Expenses. Total of all expenses incurred	2011-06-30	$16,075
Benefits paid (including direct rollovers)	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$1,018,397
Total plan assets at beginning of year	2011-06-30	$815,376
Value of fidelity bond covering the plan	2011-06-30	$140,000
Total contributions received or receivable from participants	2011-06-30	$0
Assets. Value of loans (other than to participants)	2011-06-30	$50,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$167,811
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$203,021
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,018,397
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$815,376
Total contributions received or receivable from employer(s)	2011-06-30	$51,285
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$16,075

Form 5500 Responses for KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN

2014: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KEITH E. ZAID, P.A.
Employer identification number (EIN):	222716361
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-07-01
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	CHRISTINA MAYER	CHRISTINA MAYER	2014-01-27
001	2011-07-01	MARY MAHER
001	2009-07-01	INTA EZERINS