401k Plan data: PIZZO & ASSOCIATES 401(K) PLAN plan

PIZZO & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	PIZZO & ASSOCIATES 401(K) PLAN
Plan identification number	001

PIZZO & ASSOCIATES 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PIZZO & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PIZZO & ASSOCIATES

Employer identification number (EIN): 363642549

NAIC Classification: 561730
NAIC Description: Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIZZO & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEVEN SHUE 2024-07-11
001 2022-01-01 STEVEN SHUE 2023-07-19
001 2020-01-01 MICHAEL BARB 2021-11-19
001 2019-01-01 JOHN PIZZO 2020-10-02 JOHN PIZZO 2020-10-02
001 2018-01-01 JOHN PIZZO 2019-07-23 JOHN PIZZO 2019-07-22
001 2017-01-01 JOHN PIZZO 2018-10-05
001 2016-01-01 JOHN PIZZO 2017-07-05 JOHN PIZZO 2017-07-05
001 2015-01-01 JOHN F. PIZZO 2016-07-19 JOHN F. PIZZO 2016-07-19
001 2014-01-01 JOHN F. PIZZO 2015-10-15 JOHN F. PIZZO 2015-10-15
001 2013-01-01 JOHN F. PIZZO JOHN F. PIZZO 2014-10-13
001 2012-01-01 JOHN F. PIZZO JOHN F. PIZZO 2013-07-30
001 2011-01-01 JOHN F. PIZZO JOHN F. PIZZO 2012-09-10
001 2010-01-01 JOHN F. PIZZO JOHN F. PIZZO 2011-07-19
001 2009-01-01 JOHN F. PIZZO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEVEN SHUE	2024-07-11
001	2022-01-01	STEVEN SHUE	2023-07-19
001	2020-01-01	MICHAEL BARB	2021-11-19
001	2019-01-01	JOHN PIZZO	2020-10-02	JOHN PIZZO	2020-10-02
001	2018-01-01	JOHN PIZZO	2019-07-23	JOHN PIZZO	2019-07-22
001	2017-01-01	JOHN PIZZO	2018-10-05
001	2016-01-01	JOHN PIZZO	2017-07-05	JOHN PIZZO	2017-07-05
001	2015-01-01	JOHN F. PIZZO	2016-07-19	JOHN F. PIZZO	2016-07-19
001	2014-01-01	JOHN F. PIZZO	2015-10-15	JOHN F. PIZZO	2015-10-15
001	2013-01-01	JOHN F. PIZZO		JOHN F. PIZZO	2014-10-13
001	2012-01-01	JOHN F. PIZZO		JOHN F. PIZZO	2013-07-30
001	2011-01-01	JOHN F. PIZZO		JOHN F. PIZZO	2012-09-10
001	2010-01-01	JOHN F. PIZZO		JOHN F. PIZZO	2011-07-19
001	2009-01-01	JOHN F. PIZZO

Plan Statistics for PIZZO & ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for PIZZO & ASSOCIATES 401(K) PLAN

Measure Date Value
2013: PIZZO & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 48
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 14
Total of all active and inactive participants 2013-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 62
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PIZZO & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
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 9
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PIZZO & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
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 8
Total of all active and inactive participants 2011-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PIZZO & ASSOCIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PIZZO & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
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 9
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: PIZZO & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	48
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	14
Total of all active and inactive participants	2013-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	62
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PIZZO & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
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	9
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PIZZO & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
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	8
Total of all active and inactive participants	2011-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PIZZO & ASSOCIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PIZZO & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
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	9
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PIZZO & ASSOCIATES 401(K) PLAN

Measure	Date	Value
2013 : PIZZO & ASSOCIATES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$182,612
Expenses. Total of all expenses incurred	2013-12-31	$21,452
Benefits paid (including direct rollovers)	2013-12-31	$21,352
Total plan assets at end of year	2013-12-31	$611,956
Total plan assets at beginning of year	2013-12-31	$450,796
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$60,992
Other income received	2013-12-31	$75,351
Net income (gross income less expenses)	2013-12-31	$161,160
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$611,956
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$450,796
Assets. Value of participant loans	2013-12-31	$37,517
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$64,181
Total contributions received or receivable from employer(s)	2013-12-31	$46,269
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PIZZO & ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$128,109
Expenses. Total of all expenses incurred	2012-12-31	$10,818
Benefits paid (including direct rollovers)	2012-12-31	$10,812
Total plan assets at end of year	2012-12-31	$450,796
Total plan assets at beginning of year	2012-12-31	$333,505
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$59,348
Expenses. Other expenses not covered elsewhere	2012-12-31	$6
Other income received	2012-12-31	$33,756
Net income (gross income less expenses)	2012-12-31	$117,291
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$450,796
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$333,505
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$13,482
Total contributions received or receivable from employer(s)	2012-12-31	$35,005
2011 : PIZZO & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$98,773
Expenses. Total of all expenses incurred	2011-12-31	$929
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$333,505
Total plan assets at beginning of year	2011-12-31	$235,661
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$49,972
Contributions received from other sources (not participants or employers)	2011-12-31	$34,069
Other income received	2011-12-31	$-12,452
Net income (gross income less expenses)	2011-12-31	$97,844
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$333,505
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$235,661
Total contributions received or receivable from employer(s)	2011-12-31	$27,184
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$929
2010 : PIZZO & ASSOCIATES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$71,580
Expenses. Total of all expenses incurred	2010-12-31	$55,580
Benefits paid (including direct rollovers)	2010-12-31	$55,580
Total plan assets at end of year	2010-12-31	$235,661
Total plan assets at beginning of year	2010-12-31	$219,661
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$31,223
Other income received	2010-12-31	$23,737
Net income (gross income less expenses)	2010-12-31	$16,000
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$235,661
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$219,661
Total contributions received or receivable from employer(s)	2010-12-31	$16,620

Form 5500 Responses for PIZZO & ASSOCIATES 401(K) PLAN

2013: PIZZO & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PIZZO & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PIZZO & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PIZZO & ASSOCIATES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PIZZO & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PIZZO & ASSOCIATES, LTD. 401(K) PLAN [EIN = 363642531]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PIZZO & ASSOCIATES
Employer identification number (EIN):	363642549
NAIC Classification:	561730
NAIC Description:	Landscaping Services