JOEL C ZIMMERMAN & ASSOCIATES LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 1 |
Total of all active and inactive participants | 2022-03-01 | 1 |
Total participants | 2022-03-01 | 1 |
Number of participants with account balances | 2022-03-01 | 0 |
2021: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 1 |
Total of all active and inactive participants | 2021-03-01 | 1 |
Total participants | 2021-03-01 | 1 |
Number of participants with account balances | 2021-03-01 | 0 |
2020: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 1 |
Total of all active and inactive participants | 2020-03-01 | 1 |
Total participants | 2020-03-01 | 1 |
Number of participants with account balances | 2020-03-01 | 1 |
2019: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 1 |
Total of all active and inactive participants | 2019-03-01 | 1 |
Total participants | 2019-03-01 | 1 |
Number of participants with account balances | 2019-03-01 | 1 |
2018: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 1 |
Total of all active and inactive participants | 2018-03-01 | 1 |
Total participants | 2018-03-01 | 1 |
2017: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 1 |
Total of all active and inactive participants | 2017-03-01 | 1 |
Total participants | 2017-03-01 | 1 |
2016: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 1 |
Total of all active and inactive participants | 2016-03-01 | 1 |
Total participants | 2016-03-01 | 1 |
2015: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 1 |
Total of all active and inactive participants | 2015-03-01 | 1 |
Total participants | 2015-03-01 | 1 |
2014: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-03-01 | 1 |
Total of all active and inactive participants | 2014-03-01 | 0 |
Total participants | 2014-03-01 | 0 |
Number of participants with account balances | 2014-03-01 | 1 |
2013: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-03-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 1 |
Total of all active and inactive participants | 2013-03-01 | 1 |
Total participants | 2013-03-01 | 1 |
Number of participants with account balances | 2013-03-01 | 1 |
2012: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-03-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 1 |
Total of all active and inactive participants | 2012-03-01 | 1 |
Total participants | 2012-03-01 | 1 |
Number of participants with account balances | 2012-03-01 | 1 |
2011: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-03-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 3 |
Total of all active and inactive participants | 2011-03-01 | 3 |
Total participants | 2011-03-01 | 3 |
Number of participants with account balances | 2011-03-01 | 3 |
2010: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-03-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 3 |
Total of all active and inactive participants | 2010-03-01 | 3 |
Total participants | 2010-03-01 | 3 |
Number of participants with account balances | 2010-03-01 | 3 |
2009: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-03-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 1 |
Total of all active and inactive participants | 2009-03-01 | 4 |
Total participants | 2009-03-01 | 4 |
Number of participants with account balances | 2009-03-01 | 3 |
Measure | Date | Value |
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2023 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2023 401k financial data |
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Total income from all sources | 2023-02-28 | $-936 |
Total plan assets at end of year | 2023-02-28 | $12,697 |
Total plan assets at beginning of year | 2023-02-28 | $13,633 |
Other income received | 2023-02-28 | $-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 |
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Total income from all sources | 2022-02-28 | $1,474 |
Total plan assets at end of year | 2022-02-28 | $13,633 |
Total plan assets at beginning of year | 2022-02-28 | $12,159 |
Other income received | 2022-02-28 | $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 |
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Total income from all sources | 2021-02-28 | $2,105 |
Expenses. Total of all expenses incurred | 2021-02-28 | $94 |
Total plan assets at end of year | 2021-02-28 | $12,159 |
Total plan assets at beginning of year | 2021-02-28 | $10,148 |
Expenses. Other expenses not covered elsewhere | 2021-02-28 | $94 |
Other income received | 2021-02-28 | $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 |
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Total income from all sources | 2020-02-29 | $10,412 |
Expenses. Total of all expenses incurred | 2020-02-29 | $84,199 |
Benefits paid (including direct rollovers) | 2020-02-29 | $84,199 |
Total plan assets at end of year | 2020-02-29 | $10,148 |
Total plan assets at beginning of year | 2020-02-29 | $83,935 |
Other income received | 2020-02-29 | $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 |
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Total income from all sources | 2019-02-28 | $-47,500 |
Expenses. Total of all expenses incurred | 2019-02-28 | $150 |
Total plan assets at end of year | 2019-02-28 | $83,935 |
Total plan assets at beginning of year | 2019-02-28 | $131,585 |
Expenses. Other expenses not covered elsewhere | 2019-02-28 | $150 |
Other income received | 2019-02-28 | $-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 loans | 2019-02-28 | $50,000 |
2018 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2018 401k financial data |
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Total income from all sources | 2018-02-28 | $-8,854 |
Expenses. Total of all expenses incurred | 2018-02-28 | $250 |
Total plan assets at end of year | 2018-02-28 | $131,585 |
Total plan assets at beginning of year | 2018-02-28 | $140,689 |
Expenses. Other expenses not covered elsewhere | 2018-02-28 | $250 |
Other income received | 2018-02-28 | $-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 loans | 2018-02-28 | $50,000 |
2017 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2017 401k financial data |
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Total income from all sources | 2017-02-28 | $1,800 |
Expenses. Total of all expenses incurred | 2017-02-28 | $10,000 |
Benefits paid (including direct rollovers) | 2017-02-28 | $10,000 |
Total plan assets at end of year | 2017-02-28 | $165,379 |
Total plan assets at beginning of year | 2017-02-28 | $173,579 |
Other income received | 2017-02-28 | $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 loans | 2017-02-28 | $50,000 |
2016 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2016 401k financial data |
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Total income from all sources | 2016-02-29 | $2,350 |
Expenses. Total of all expenses incurred | 2016-02-29 | $55,000 |
Benefits paid (including direct rollovers) | 2016-02-29 | $55,000 |
Total plan assets at end of year | 2016-02-29 | $173,579 |
Total plan assets at beginning of year | 2016-02-29 | $226,229 |
Other income received | 2016-02-29 | $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 loans | 2016-02-29 | $50,000 |
2015 : JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2015 401k financial data |
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Total income from all sources | 2015-02-28 | $-27,248 |
Total plan assets at end of year | 2015-02-28 | $226,229 |
Total plan assets at beginning of year | 2015-02-28 | $253,477 |
Other income received | 2015-02-28 | $-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 |
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Total income from all sources | 2014-02-28 | $-16,074 |
Expenses. Total of all expenses incurred | 2014-02-28 | $3,525 |
Total plan assets at end of year | 2014-02-28 | $253,477 |
Total plan assets at beginning of year | 2014-02-28 | $273,076 |
Expenses. Other expenses not covered elsewhere | 2014-02-28 | $3,525 |
Other income received | 2014-02-28 | $-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 |
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Total income from all sources | 2013-02-28 | $70,871 |
Expenses. Total of all expenses incurred | 2013-02-28 | $62,895 |
Benefits paid (including direct rollovers) | 2013-02-28 | $62,895 |
Total plan assets at end of year | 2013-02-28 | $273,076 |
Total plan assets at beginning of year | 2013-02-28 | $265,100 |
Other income received | 2013-02-28 | $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 |
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Total income from all sources | 2012-02-29 | $4,126 |
Expenses. Total of all expenses incurred | 2012-02-29 | $35 |
Total plan assets at end of year | 2012-02-29 | $265,100 |
Total plan assets at beginning of year | 2012-02-29 | $261,009 |
Expenses. Other expenses not covered elsewhere | 2012-02-29 | $35 |
Other income received | 2012-02-29 | $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 |
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Total income from all sources | 2011-02-28 | $47,399 |
Total plan assets at end of year | 2011-02-28 | $261,009 |
Total plan assets at beginning of year | 2011-02-28 | $213,610 |
Other income received | 2011-02-28 | $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 |
2022: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2022 form 5500 responses |
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2022-03-01 | Type of plan entity | Single employer plan |
2022-03-01 | Plan funding arrangement – Trust | Yes |
2022-03-01 | Plan benefit arrangement - Trust | Yes |
2021: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2021 form 5500 responses |
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2021-03-01 | Type of plan entity | Single employer plan |
2021-03-01 | Plan funding arrangement – Trust | Yes |
2021-03-01 | Plan benefit arrangement - Trust | Yes |
2020: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2020 form 5500 responses |
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2020-03-01 | Type of plan entity | Single employer plan |
2020-03-01 | Plan funding arrangement – Trust | Yes |
2020-03-01 | Plan benefit arrangement - Trust | Yes |
2019: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2019 form 5500 responses |
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2019-03-01 | Type of plan entity | Single employer plan |
2019-03-01 | Plan funding arrangement – Trust | Yes |
2019-03-01 | Plan benefit arrangement - Trust | Yes |
2018: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2018 form 5500 responses |
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2018-03-01 | Type of plan entity | Single employer plan |
2018-03-01 | Plan funding arrangement – Trust | Yes |
2018-03-01 | Plan benefit arrangement - Trust | Yes |
2017: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2017 form 5500 responses |
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2017-03-01 | Type of plan entity | Single employer plan |
2017-03-01 | Plan funding arrangement – Trust | Yes |
2017-03-01 | Plan benefit arrangement - Trust | Yes |
2016: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2016 form 5500 responses |
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2016-03-01 | Type of plan entity | Single employer plan |
2016-03-01 | Plan funding arrangement – Trust | Yes |
2016-03-01 | Plan benefit arrangement - Trust | Yes |
2015: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2015 form 5500 responses |
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2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Plan funding arrangement – Trust | Yes |
2015-03-01 | Plan benefit arrangement - Trust | Yes |
2014: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2014 form 5500 responses |
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2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Plan funding arrangement – Trust | Yes |
2014-03-01 | Plan benefit arrangement - Trust | Yes |
2013: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2013 form 5500 responses |
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2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Plan funding arrangement – Trust | Yes |
2013-03-01 | Plan benefit arrangement - Trust | Yes |
2012: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2012 form 5500 responses |
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2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Plan funding arrangement – Trust | Yes |
2012-03-01 | Plan benefit arrangement - Trust | Yes |
2011: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2011 form 5500 responses |
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2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Plan funding arrangement – Trust | Yes |
2011-03-01 | Plan benefit arrangement - Trust | Yes |
2010: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2010 form 5500 responses |
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2010-03-01 | Type of plan entity | Single employer plan |
2010-03-01 | Plan funding arrangement – Trust | Yes |
2010-03-01 | Plan benefit arrangement - Trust | Yes |
2009: JOEL C ZIMMERMAN & ASSOC LTD EMPLOY PRFT SHAR PLAN 2009 form 5500 responses |
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2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Plan funding arrangement – Trust | Yes |
2009-03-01 | Plan benefit arrangement - Trust | Yes |