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JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 401k Plan overview

Plan NameJOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN
Plan identification number 001

JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JOEL C ZIMMERMAN & ASSOCIATES LTD has sponsored the creation of one or more 401k plans.

Company Name:JOEL C ZIMMERMAN & ASSOCIATES LTD
Employer identification number (EIN):363502234
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012019-03-01
0012018-03-01
0012017-03-01JOEL C. ZIMMERMAN
0012016-03-01JOEL C. ZIMMERMAN
0012015-03-01JOEL C. ZIMMERMAN
0012014-03-01JOEL C. ZIMMERMAN
0012013-03-01JOEL C. ZIMMERMAN
0012012-03-01JOEL C. ZIMMERMAN
0012011-03-01JOEL C ZIMMERMAN
0012010-03-01JOEL C ZIMMERMAN
0012009-03-01JOEL C ZIMMERMAN

Plan Statistics for JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN

401k plan membership statisitcs for JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN

Measure Date Value
2022: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-011
Total number of active participants reported on line 7a of the Form 55002022-03-011
Total of all active and inactive participants2022-03-011
Total participants2022-03-011
Number of participants with account balances2022-03-010
2021: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-011
Total number of active participants reported on line 7a of the Form 55002021-03-011
Total of all active and inactive participants2021-03-011
Total participants2021-03-011
Number of participants with account balances2021-03-010
2020: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-011
Total number of active participants reported on line 7a of the Form 55002020-03-011
Total of all active and inactive participants2020-03-011
Total participants2020-03-011
Number of participants with account balances2020-03-011
2019: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-011
Total number of active participants reported on line 7a of the Form 55002019-03-011
Total of all active and inactive participants2019-03-011
Total participants2019-03-011
Number of participants with account balances2019-03-011
2018: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-011
Total number of active participants reported on line 7a of the Form 55002018-03-011
Total of all active and inactive participants2018-03-011
Total participants2018-03-011
2017: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-011
Total number of active participants reported on line 7a of the Form 55002017-03-011
Total of all active and inactive participants2017-03-011
Total participants2017-03-011
2016: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-011
Total number of active participants reported on line 7a of the Form 55002016-03-011
Total of all active and inactive participants2016-03-011
Total participants2016-03-011
2015: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-011
Total number of active participants reported on line 7a of the Form 55002015-03-011
Total of all active and inactive participants2015-03-011
Total participants2015-03-011
2014: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-011
Total of all active and inactive participants2014-03-010
Total participants2014-03-010
Number of participants with account balances2014-03-011
2013: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-011
Total number of active participants reported on line 7a of the Form 55002013-03-011
Total of all active and inactive participants2013-03-011
Total participants2013-03-011
Number of participants with account balances2013-03-011
2012: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-013
Total number of active participants reported on line 7a of the Form 55002012-03-011
Total of all active and inactive participants2012-03-011
Total participants2012-03-011
Number of participants with account balances2012-03-011
2011: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-013
Total number of active participants reported on line 7a of the Form 55002011-03-013
Total of all active and inactive participants2011-03-013
Total participants2011-03-013
Number of participants with account balances2011-03-013
2010: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-013
Total number of active participants reported on line 7a of the Form 55002010-03-013
Total of all active and inactive participants2010-03-013
Total participants2010-03-013
Number of participants with account balances2010-03-013
2009: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-014
Total number of active participants reported on line 7a of the Form 55002009-03-013
Number of retired or separated participants receiving benefits2009-03-011
Total of all active and inactive participants2009-03-014
Total participants2009-03-014
Number of participants with account balances2009-03-013

Financial Data on JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN

Measure Date Value
2023 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2023 401k financial data
Total income from all sources2023-02-28$-936
Total plan assets at end of year2023-02-28$12,697
Total plan assets at beginning of year2023-02-28$13,633
Other income received2023-02-28$-936
Net income (gross income less expenses)2023-02-28$-936
Net plan assets at end of year (total assets less liabilities)2023-02-28$12,697
Net plan assets at beginning of year (total assets less liabilities)2023-02-28$13,633
2022 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2022 401k financial data
Total income from all sources2022-02-28$1,474
Total plan assets at end of year2022-02-28$13,633
Total plan assets at beginning of year2022-02-28$12,159
Other income received2022-02-28$1,474
Net income (gross income less expenses)2022-02-28$1,474
Net plan assets at end of year (total assets less liabilities)2022-02-28$13,633
Net plan assets at beginning of year (total assets less liabilities)2022-02-28$12,159
2021 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2021 401k financial data
Total income from all sources2021-02-28$2,105
Expenses. Total of all expenses incurred2021-02-28$94
Total plan assets at end of year2021-02-28$12,159
Total plan assets at beginning of year2021-02-28$10,148
Expenses. Other expenses not covered elsewhere2021-02-28$94
Other income received2021-02-28$2,105
Net income (gross income less expenses)2021-02-28$2,011
Net plan assets at end of year (total assets less liabilities)2021-02-28$12,159
Net plan assets at beginning of year (total assets less liabilities)2021-02-28$10,148
2020 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2020 401k financial data
Total income from all sources2020-02-29$10,412
Expenses. Total of all expenses incurred2020-02-29$84,199
Benefits paid (including direct rollovers)2020-02-29$84,199
Total plan assets at end of year2020-02-29$10,148
Total plan assets at beginning of year2020-02-29$83,935
Other income received2020-02-29$10,412
Net income (gross income less expenses)2020-02-29$-73,787
Net plan assets at end of year (total assets less liabilities)2020-02-29$10,148
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$83,935
2019 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2019 401k financial data
Total income from all sources2019-02-28$-47,500
Expenses. Total of all expenses incurred2019-02-28$150
Total plan assets at end of year2019-02-28$83,935
Total plan assets at beginning of year2019-02-28$131,585
Expenses. Other expenses not covered elsewhere2019-02-28$150
Other income received2019-02-28$-47,500
Net income (gross income less expenses)2019-02-28$-47,650
Net plan assets at end of year (total assets less liabilities)2019-02-28$83,935
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$131,585
Assets. Value of participant loans2019-02-28$50,000
2018 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2018 401k financial data
Total income from all sources2018-02-28$-8,854
Expenses. Total of all expenses incurred2018-02-28$250
Total plan assets at end of year2018-02-28$131,585
Total plan assets at beginning of year2018-02-28$140,689
Expenses. Other expenses not covered elsewhere2018-02-28$250
Other income received2018-02-28$-8,854
Net income (gross income less expenses)2018-02-28$-9,104
Net plan assets at end of year (total assets less liabilities)2018-02-28$131,585
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$140,689
Assets. Value of participant loans2018-02-28$50,000
2017 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2017 401k financial data
Total income from all sources2017-02-28$1,800
Expenses. Total of all expenses incurred2017-02-28$10,000
Benefits paid (including direct rollovers)2017-02-28$10,000
Total plan assets at end of year2017-02-28$165,379
Total plan assets at beginning of year2017-02-28$173,579
Other income received2017-02-28$1,800
Net income (gross income less expenses)2017-02-28$-8,200
Net plan assets at end of year (total assets less liabilities)2017-02-28$165,379
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$173,579
Assets. Value of participant loans2017-02-28$50,000
2016 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2016 401k financial data
Total income from all sources2016-02-29$2,350
Expenses. Total of all expenses incurred2016-02-29$55,000
Benefits paid (including direct rollovers)2016-02-29$55,000
Total plan assets at end of year2016-02-29$173,579
Total plan assets at beginning of year2016-02-29$226,229
Other income received2016-02-29$2,350
Net income (gross income less expenses)2016-02-29$-52,650
Net plan assets at end of year (total assets less liabilities)2016-02-29$173,579
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$226,229
Assets. Value of participant loans2016-02-29$50,000
2015 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2015 401k financial data
Total income from all sources2015-02-28$-27,248
Total plan assets at end of year2015-02-28$226,229
Total plan assets at beginning of year2015-02-28$253,477
Other income received2015-02-28$-27,248
Net income (gross income less expenses)2015-02-28$-27,248
Net plan assets at end of year (total assets less liabilities)2015-02-28$226,229
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$253,477
2014 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2014 401k financial data
Total income from all sources2014-02-28$-16,074
Expenses. Total of all expenses incurred2014-02-28$3,525
Total plan assets at end of year2014-02-28$253,477
Total plan assets at beginning of year2014-02-28$273,076
Expenses. Other expenses not covered elsewhere2014-02-28$3,525
Other income received2014-02-28$-16,074
Net income (gross income less expenses)2014-02-28$-19,599
Net plan assets at end of year (total assets less liabilities)2014-02-28$253,477
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$273,076
2013 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2013 401k financial data
Total income from all sources2013-02-28$70,871
Expenses. Total of all expenses incurred2013-02-28$62,895
Benefits paid (including direct rollovers)2013-02-28$62,895
Total plan assets at end of year2013-02-28$273,076
Total plan assets at beginning of year2013-02-28$265,100
Other income received2013-02-28$70,871
Net income (gross income less expenses)2013-02-28$7,976
Net plan assets at end of year (total assets less liabilities)2013-02-28$273,076
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$265,100
2012 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2012 401k financial data
Total income from all sources2012-02-29$4,126
Expenses. Total of all expenses incurred2012-02-29$35
Total plan assets at end of year2012-02-29$265,100
Total plan assets at beginning of year2012-02-29$261,009
Expenses. Other expenses not covered elsewhere2012-02-29$35
Other income received2012-02-29$4,126
Net income (gross income less expenses)2012-02-29$4,091
Net plan assets at end of year (total assets less liabilities)2012-02-29$265,100
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$261,009
2011 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2011 401k financial data
Total income from all sources2011-02-28$47,399
Total plan assets at end of year2011-02-28$261,009
Total plan assets at beginning of year2011-02-28$213,610
Other income received2011-02-28$47,399
Net income (gross income less expenses)2011-02-28$47,399
Net plan assets at end of year (total assets less liabilities)2011-02-28$261,009
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$213,610

Form 5500 Responses for JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN

2022: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement - TrustYes
2021: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement - TrustYes
2020: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement - TrustYes
2019: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement - TrustYes
2018: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes
2016: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement - TrustYes
2015: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

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