401k Plan data: ZERO CATER 401(K) PLAN plan

ZERO CATER 401(K) PLAN 401k Plan overview

Plan Name	ZERO CATER 401(K) PLAN
Plan identification number	001

ZERO CATER 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ZERO CATER, INC has sponsored the creation of one or more 401k plans.

Company Name: ZERO CATER, INC

Employer identification number (EIN): 274319579

NAIC Classification: 722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZERO CATER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JESSE SPALLETTA
001 2017-01-01 JESSE SPALLETTA JESSE SPALLETTA 2018-09-26
001 2017-01-01 JESSE SPALLETTA
001 2017-01-01 JESSE SPALLETTA
001 2016-01-01 ARVIND STOKES 2017-09-26
001 2015-01-01 ERIC SHANGLE 2016-04-22 ERIC SHANGLE 2016-04-22
001 2014-01-01 ERIC SHANGLE 2015-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JESSE SPALLETTA
001	2017-01-01	JESSE SPALLETTA		JESSE SPALLETTA	2018-09-26
001	2017-01-01	JESSE SPALLETTA
001	2017-01-01	JESSE SPALLETTA
001	2016-01-01	ARVIND STOKES	2017-09-26
001	2015-01-01	ERIC SHANGLE	2016-04-22	ERIC SHANGLE	2016-04-22
001	2014-01-01	ERIC SHANGLE	2015-10-09

Plan Statistics for ZERO CATER 401(K) PLAN

401k plan membership statisitcs for ZERO CATER 401(K) PLAN

Measure Date Value
2022: ZERO CATER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 220
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 134
Total of all active and inactive participants 2022-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 354
Number of participants with account balances 2022-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ZERO CATER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 133
Total of all active and inactive participants 2021-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 242
Number of participants with account balances 2021-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ZERO CATER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 553
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 55
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 198
Total of all active and inactive participants 2020-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 253
Number of participants with account balances 2020-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ZERO CATER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 436
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 117
Total of all active and inactive participants 2019-01-01 553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 553
Number of participants with account balances 2019-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ZERO CATER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 286
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 81
Total of all active and inactive participants 2018-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 367
Number of participants with account balances 2018-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ZERO CATER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 233
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 62
Total of all active and inactive participants 2017-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 295
Number of participants with account balances 2017-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ZERO CATER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	220
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	134
Total of all active and inactive participants	2022-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	354
Number of participants with account balances	2022-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ZERO CATER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
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	133
Total of all active and inactive participants	2021-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	242
Number of participants with account balances	2021-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ZERO CATER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	553
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	55
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	198
Total of all active and inactive participants	2020-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	253
Number of participants with account balances	2020-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ZERO CATER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	436
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	117
Total of all active and inactive participants	2019-01-01	553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	553
Number of participants with account balances	2019-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ZERO CATER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	286
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	81
Total of all active and inactive participants	2018-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	367
Number of participants with account balances	2018-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ZERO CATER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	233
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	62
Total of all active and inactive participants	2017-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	295
Number of participants with account balances	2017-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ZERO CATER 401(K) PLAN

Measure	Date	Value
2022 : ZERO CATER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-84,003
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$263,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$260,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$809,419
Value of total assets at end of year	2022-12-31	$4,527,094
Value of total assets at beginning of year	2022-12-31	$4,874,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,162
Total interest from all sources	2022-12-31	$933
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$87,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$87,773
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$565,964
Participant contributions at end of year	2022-12-31	$32,848
Participant contributions at beginning of year	2022-12-31	$8,205
Participant contributions at end of year	2022-12-31	$19,912
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$50,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-347,112
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,527,094
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,874,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,446,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,854,384
Interest on participant loans	2022-12-31	$610
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$19,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$11,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$11,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-982,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$193,450
Employer contributions (assets) at end of year	2022-12-31	$7,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$260,947
Contract administrator fees	2022-12-31	$2,162
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN	2022-12-31	430831507
2021 : ZERO CATER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,215,288
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$710,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$678,250
Value of total corrective distributions	2021-12-31	$25,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$449,020
Value of total assets at end of year	2021-12-31	$4,874,206
Value of total assets at beginning of year	2021-12-31	$4,369,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,640
Total interest from all sources	2021-12-31	$406
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$79,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$79,178
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$329,923
Participant contributions at end of year	2021-12-31	$8,205
Participant contributions at beginning of year	2021-12-31	$10,785
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$504,483
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,874,206
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,369,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,854,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,343,254
Interest on participant loans	2021-12-31	$405
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$11,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$15,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$15,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$686,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$110,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$678,250
Contract administrator fees	2021-12-31	$6,640
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN	2021-12-31	430831507
2020 : ZERO CATER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,297,306
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$728,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$687,553
Value of total corrective distributions	2020-12-31	$31,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$619,610
Value of total assets at end of year	2020-12-31	$4,369,723
Value of total assets at beginning of year	2020-12-31	$3,801,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,870
Total interest from all sources	2020-12-31	$838
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$69,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$69,236
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$450,904
Participant contributions at end of year	2020-12-31	$10,785
Participant contributions at beginning of year	2020-12-31	$10,540
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$8,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$568,621
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,369,723
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,801,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,343,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,672,808
Interest on participant loans	2020-12-31	$739
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$15,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$117,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$117,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$607,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$160,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$687,553
Contract administrator fees	2020-12-31	$9,870
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2020-12-31	113730017
2019 : ZERO CATER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,834,780
Total income from all sources (including contributions)	2019-12-31	$1,834,780
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$320,148
Total of all expenses incurred	2019-12-31	$320,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$306,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$306,109
Value of total corrective distributions	2019-12-31	$12,291
Value of total corrective distributions	2019-12-31	$12,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,172,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,172,041
Value of total assets at end of year	2019-12-31	$3,801,102
Value of total assets at end of year	2019-12-31	$3,801,102
Value of total assets at beginning of year	2019-12-31	$2,286,470
Value of total assets at beginning of year	2019-12-31	$2,286,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,748
Total interest from all sources	2019-12-31	$238
Total interest from all sources	2019-12-31	$238
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$72,075
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$72,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$72,075
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$72,075
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$182,000
Value of fidelity bond cover	2019-12-31	$182,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$747,052
Contributions received from participants	2019-12-31	$747,052
Participant contributions at end of year	2019-12-31	$10,540
Participant contributions at end of year	2019-12-31	$10,540
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$163,667
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$163,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,514,632
Value of net income/loss	2019-12-31	$1,514,632
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,801,102
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,801,102
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,286,470
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,286,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,672,808
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,672,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,279,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,279,470
Interest on participant loans	2019-12-31	$31
Interest on participant loans	2019-12-31	$31
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$117,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$117,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$590,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$590,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$261,322
Contributions received in cash from employer	2019-12-31	$261,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$306,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$306,109
Contract administrator fees	2019-12-31	$1,748
Contract administrator fees	2019-12-31	$1,748
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SUMMIT CPA GROUP
Accountancy firm name	2019-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2019-12-31	113730017
2018 : ZERO CATER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$880,307
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$411,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$407,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,091,564
Value of total assets at end of year	2018-12-31	$2,286,470
Value of total assets at beginning of year	2018-12-31	$1,817,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,553
Total interest from all sources	2018-12-31	$134
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$48,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$48,497
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$182,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$668,909
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$3,284
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$22,470
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$198,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$468,880
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,286,470
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,817,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,279,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,778,632
Interest on participant loans	2018-12-31	$22
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$7,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$5,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$5,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-259,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$223,760
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$7,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$407,874
Contract administrator fees	2018-12-31	$3,553
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SUMMIT CPA GROUP
Accountancy firm EIN	2018-12-31	113730017
2017 : ZERO CATER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,179,468
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$100,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$97,403
Value of total corrective distributions	2017-12-31	$2,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$949,171
Value of total assets at end of year	2017-12-31	$1,817,590
Value of total assets at beginning of year	2017-12-31	$738,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$980
Total interest from all sources	2017-12-31	$66
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$29,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$29,864
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$620,246
Participant contributions at end of year	2017-12-31	$3,284
Participant contributions at end of year	2017-12-31	$22,470
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$119,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,078,646
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,817,590
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$738,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,778,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$738,935
Interest on participant loans	2017-12-31	$39
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$5,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$9
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$200,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$209,684
Employer contributions (assets) at end of year	2017-12-31	$7,276
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$97,403
Contract administrator fees	2017-12-31	$980
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Qualified
Accountancy firm name	2017-12-31	BPM
Accountancy firm EIN	2017-12-31	814234542

Form 5500 Responses for ZERO CATER 401(K) PLAN

2022: ZERO CATER 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: ZERO CATER 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: ZERO CATER 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: ZERO CATER 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: ZERO CATER 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: ZERO CATER 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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

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Company Name:	ZERO CATER, INC
Employer identification number (EIN):	274319579
NAIC Classification:	722300
NAIC Description:	Special Food Services