401k Plan data: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST plan

ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST
Plan identification number	005

ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing 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. Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ZWEIG, RAMICK & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: ZWEIG, RAMICK & ASSOCIATES

Employer identification number (EIN): 231994281

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01 DAVID J. BORTON 2024-08-07
005 2022-01-01 DAVID J. BORTON 2023-07-31
005 2021-01-01 DAVID J. BORTON 2022-10-16
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 WALTER E RAMICK JR
005 2016-01-01 WALTER E RAMICK JR
005 2015-01-01 WALTER E RAMICK JR
005 2014-01-01 WALTER E RAMICK JR
005 2013-01-01 WALTER E RAMICK JR
005 2012-01-01 WALTER E RAMICK JR
005 2011-01-01 JEANNE ZWEIG
005 2010-01-01 JEANNE ZWEIG
005 2009-01-01 JEANNE ZWEIG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2023-01-01	DAVID J. BORTON	2024-08-07
005	2022-01-01	DAVID J. BORTON	2023-07-31
005	2021-01-01	DAVID J. BORTON	2022-10-16
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	WALTER E RAMICK JR
005	2016-01-01	WALTER E RAMICK JR
005	2015-01-01	WALTER E RAMICK JR
005	2014-01-01	WALTER E RAMICK JR
005	2013-01-01	WALTER E RAMICK JR
005	2012-01-01	WALTER E RAMICK JR
005	2011-01-01	JEANNE ZWEIG
005	2010-01-01	JEANNE ZWEIG
005	2009-01-01	JEANNE ZWEIG

Plan Statistics for ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
2019: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 3
2016: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 1
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 1
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
2019: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	3
2016: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	1
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	1
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2020 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$-377,467
Expenses. Total of all expenses incurred	2020-12-31	$3,565,595
Benefits paid (including direct rollovers)	2020-12-31	$3,565,595
Total plan assets at end of year	2020-12-31	$98,853
Total plan assets at beginning of year	2020-12-31	$4,041,915
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$-420,717
Net income (gross income less expenses)	2020-12-31	$-3,943,062
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$98,853
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,041,915
Total contributions received or receivable from employer(s)	2020-12-31	$43,250
2019 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$807,660
Expenses. Total of all expenses incurred	2019-12-31	$7,343
Benefits paid (including direct rollovers)	2019-12-31	$7,343
Total plan assets at end of year	2019-12-31	$4,041,915
Total plan assets at beginning of year	2019-12-31	$3,241,598
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$777,660
Net income (gross income less expenses)	2019-12-31	$800,317
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,041,915
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,241,598
Total contributions received or receivable from employer(s)	2019-12-31	$30,000
2018 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-24,913
Total plan assets at end of year	2018-12-31	$3,241,598
Total plan assets at beginning of year	2018-12-31	$3,266,511
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-24,913
Net income (gross income less expenses)	2018-12-31	$-24,913
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,241,598
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,266,511
Total contributions received or receivable from employer(s)	2018-12-31	$0
2017 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$2,472
Total income from all sources	2017-12-31	$451,664
Expenses. Total of all expenses incurred	2017-12-31	$25,742
Benefits paid (including direct rollovers)	2017-12-31	$25,742
Total plan assets at end of year	2017-12-31	$3,266,511
Total plan assets at beginning of year	2017-12-31	$2,843,061
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$412,145
Net income (gross income less expenses)	2017-12-31	$425,922
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,266,511
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,840,589
Total contributions received or receivable from employer(s)	2017-12-31	$39,519
2016 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,472
Total income from all sources	2016-12-31	$389,270
Expenses. Total of all expenses incurred	2016-12-31	$4,797,519
Benefits paid (including direct rollovers)	2016-12-31	$4,794,216
Total plan assets at end of year	2016-12-31	$2,843,061
Total plan assets at beginning of year	2016-12-31	$7,248,838
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$361,065
Net income (gross income less expenses)	2016-12-31	$-4,408,249
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,840,589
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,248,838
Total contributions received or receivable from employer(s)	2016-12-31	$28,205
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,303
2015 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$62,207
Expenses. Total of all expenses incurred	2015-12-31	$326,034
Benefits paid (including direct rollovers)	2015-12-31	$326,034
Total plan assets at end of year	2015-12-31	$7,248,838
Total plan assets at beginning of year	2015-12-31	$7,512,665
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$18,695
Net income (gross income less expenses)	2015-12-31	$-263,827
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,248,838
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,512,665
Assets. Value of participant loans	2015-12-31	$11,517
Total contributions received or receivable from employer(s)	2015-12-31	$43,512
2014 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$919,500
Expenses. Total of all expenses incurred	2014-12-31	$310,789
Benefits paid (including direct rollovers)	2014-12-31	$310,789
Total plan assets at end of year	2014-12-31	$7,512,665
Total plan assets at beginning of year	2014-12-31	$6,903,954
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$877,535
Net income (gross income less expenses)	2014-12-31	$608,711
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,512,665
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,903,954
Total contributions received or receivable from employer(s)	2014-12-31	$41,965
2013 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$63,985
Total income from all sources	2013-12-31	$544,092
Expenses. Total of all expenses incurred	2013-12-31	$340,405
Benefits paid (including direct rollovers)	2013-12-31	$340,405
Total plan assets at end of year	2013-12-31	$6,903,954
Total plan assets at beginning of year	2013-12-31	$6,764,252
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$472,034
Net income (gross income less expenses)	2013-12-31	$203,687
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,903,954
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,700,267
Total contributions received or receivable from employer(s)	2013-12-31	$72,058
2012 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$63,985
Total income from all sources	2012-12-31	$839,433
Expenses. Total of all expenses incurred	2012-12-31	$246,782
Benefits paid (including direct rollovers)	2012-12-31	$246,782
Total plan assets at end of year	2012-12-31	$6,764,252
Total plan assets at beginning of year	2012-12-31	$6,107,616
Other income received	2012-12-31	$745,687
Net income (gross income less expenses)	2012-12-31	$592,651
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,700,267
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,107,616
Total contributions received or receivable from employer(s)	2012-12-31	$93,746
2011 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-75,964
Expenses. Total of all expenses incurred	2011-12-31	$259,512
Benefits paid (including direct rollovers)	2011-12-31	$259,512
Total plan assets at end of year	2011-12-31	$6,107,616
Total plan assets at beginning of year	2011-12-31	$6,443,092
Other income received	2011-12-31	$-128,365
Net income (gross income less expenses)	2011-12-31	$-335,476
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,107,616
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,443,092
Total contributions received or receivable from employer(s)	2011-12-31	$52,401
2010 : ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-10,493
Total income from all sources	2010-12-31	$1,002,269
Expenses. Total of all expenses incurred	2010-12-31	$216,876
Benefits paid (including direct rollovers)	2010-12-31	$216,876
Total plan assets at end of year	2010-12-31	$6,443,092
Total plan assets at beginning of year	2010-12-31	$5,668,192
Other income received	2010-12-31	$906,099
Net income (gross income less expenses)	2010-12-31	$785,393
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,443,092
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,668,192
Total contributions received or receivable from employer(s)	2010-12-31	$96,170

Form 5500 Responses for ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST

2020: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ZWEIG, RAMICK & ASSOCIATES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ZWEIG, RAMICK & ASSOCIATES
Employer identification number (EIN):	231994281
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants