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ZIMMERMAN 401(K) PLAN 401k Plan overview

Plan NameZIMMERMAN 401(K) PLAN
Plan identification number 003

ZIMMERMAN 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ZIMMERMAN ARCHITECTURAL STUDIOS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZIMMERMAN ARCHITECTURAL STUDIOS, INC.
Employer identification number (EIN):391101911
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01TRACI MORTENSEN
0032023-01-01
0032023-01-01TRACI MORTENSEN
0032022-01-01
0032022-01-01TRACI MORTENSEN
0032021-01-01
0032021-01-01
0032021-01-01TRACI MORTENSEN
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DAVID STROIK
0032016-01-01JOANN POWELL
0032015-01-01JOANN POWELL
0032014-01-01DAVE STROIK
0032013-01-01DAVID STROIK
0032012-01-01DAVID STROIK
0032011-01-01DAVID STROIK
0032010-01-01DAVID STROIK
0032009-01-01DAVID STROIK DAVID STROIK2010-07-30

Financial Data on ZIMMERMAN 401(K) PLAN

Measure Date Value
2023 : ZIMMERMAN 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,861,364
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$809,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$771,395
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,012,020
Value of total assets at end of year2023-12-31$12,556,937
Value of total assets at beginning of year2023-12-31$10,505,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,337
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$1,375
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$348,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$348,198
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$824,291
Participant contributions at end of year2023-12-31$18,371
Participant contributions at beginning of year2023-12-31$41,087
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$142,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$-625
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$2,051,632
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,556,937
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,505,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$28,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,701,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,501,332
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$1,368
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$836,055
Value of interest in common/collective trusts at beginning of year2023-12-31$962,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$7
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,474,236
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$26,160
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$45,161
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$771,395
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31VRAKAS, S.C.
Accountancy firm EIN2023-12-31391453055
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,861,364
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$809,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$771,395
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,012,020
Value of total assets at end of year2023-01-01$12,556,937
Value of total assets at beginning of year2023-01-01$10,505,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$38,337
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$1,375
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$348,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$348,198
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$824,291
Participant contributions at end of year2023-01-01$18,371
Participant contributions at beginning of year2023-01-01$41,087
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$142,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$-625
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$2,051,632
Value of net assets at end of year (total assets less liabilities)2023-01-01$12,556,937
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$10,505,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$28,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$11,701,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$9,501,332
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$1,368
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$836,055
Value of interest in common/collective trusts at beginning of year2023-01-01$962,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$7
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,474,236
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$26,160
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$45,161
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$771,395
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01VRAKAS, S.C.
Accountancy firm EIN2023-01-01391453055
2022 : ZIMMERMAN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,083,561
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,708,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,642,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$755,492
Value of total assets at end of year2022-12-31$10,505,305
Value of total assets at beginning of year2022-12-31$13,297,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,716
Total interest from all sources2022-12-31$1,772
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$434,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$434,208
Administrative expenses professional fees incurred2022-12-31$4,837
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$713,809
Participant contributions at end of year2022-12-31$41,087
Participant contributions at beginning of year2022-12-31$46,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,792,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,505,305
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,297,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$47,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,501,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,121,653
Interest on participant loans2022-12-31$1,772
Value of interest in common/collective trusts at end of year2022-12-31$962,886
Value of interest in common/collective trusts at beginning of year2022-12-31$1,129,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,299,345
Net investment gain or loss from common/collective trusts2022-12-31$24,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$41,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,642,069
Contract administrator fees2022-12-31$14,311
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VRAKAS, S.C.
Accountancy firm EIN2022-12-31391453055
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,083,561
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,708,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,642,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$755,492
Value of total assets at end of year2022-01-01$10,505,305
Value of total assets at beginning of year2022-01-01$13,297,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$66,716
Total interest from all sources2022-01-01$1,772
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$434,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$434,208
Administrative expenses professional fees incurred2022-01-01$4,837
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$713,809
Participant contributions at end of year2022-01-01$41,087
Participant contributions at beginning of year2022-01-01$46,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,792,346
Value of net assets at end of year (total assets less liabilities)2022-01-01$10,505,305
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$13,297,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$47,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$9,501,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$12,121,653
Interest on participant loans2022-01-01$1,772
Value of interest in common/collective trusts at end of year2022-01-01$962,886
Value of interest in common/collective trusts at beginning of year2022-01-01$1,129,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,299,345
Net investment gain or loss from common/collective trusts2022-01-01$24,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$41,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,642,069
Contract administrator fees2022-01-01$14,311
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01VRAKAS, S.C.
Accountancy firm EIN2022-01-01391453055
2021 : ZIMMERMAN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,673,986
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$320,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$258,709
Value of total corrective distributions2021-12-31$4,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$889,505
Value of total assets at end of year2021-12-31$13,297,651
Value of total assets at beginning of year2021-12-31$10,943,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,295
Total interest from all sources2021-12-31$1,798
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$916,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$916,719
Administrative expenses professional fees incurred2021-12-31$4,674
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$674,215
Participant contributions at end of year2021-12-31$46,685
Participant contributions at beginning of year2021-12-31$68,898
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$178,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,353,654
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,297,651
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,943,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,121,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,868,744
Interest on participant loans2021-12-31$1,798
Value of interest in common/collective trusts at end of year2021-12-31$1,129,313
Value of interest in common/collective trusts at beginning of year2021-12-31$1,006,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$843,975
Net investment gain or loss from common/collective trusts2021-12-31$21,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$36,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$258,709
Contract administrator fees2021-12-31$13,410
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31VRAKAS, S.C.
Accountancy firm EIN2021-12-31391453055
2020 : ZIMMERMAN 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,048,116
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$807,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$758,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$738,615
Value of total assets at end of year2020-12-31$10,943,997
Value of total assets at beginning of year2020-12-31$9,702,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,224
Total interest from all sources2020-12-31$3,088
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$328,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$328,805
Administrative expenses professional fees incurred2020-12-31$4,446
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$621,787
Participant contributions at end of year2020-12-31$68,898
Participant contributions at beginning of year2020-12-31$67,499
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$77,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,241,099
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,943,997
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,702,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,868,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,533,405
Interest on participant loans2020-12-31$3,088
Value of interest in common/collective trusts at end of year2020-12-31$1,006,355
Value of interest in common/collective trusts at beginning of year2020-12-31$1,101,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$951,136
Net investment gain or loss from common/collective trusts2020-12-31$26,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$39,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$758,793
Contract administrator fees2020-12-31$10,598
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VRAKAS, S.C.
Accountancy firm EIN2020-12-31391453055
2019 : ZIMMERMAN 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$2,385,942
Total income from all sources (including contributions)2019-12-31$2,385,942
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,616,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,558,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,558,761
Value of total corrective distributions2019-12-31$3,301
Value of total corrective distributions2019-12-31$3,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$636,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$636,527
Value of total assets at end of year2019-12-31$9,702,898
Value of total assets at end of year2019-12-31$9,702,898
Value of total assets at beginning of year2019-12-31$8,933,927
Value of total assets at beginning of year2019-12-31$8,933,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,909
Total interest from all sources2019-12-31$3,606
Total interest from all sources2019-12-31$3,606
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$387,862
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$387,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$387,862
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$387,862
Administrative expenses professional fees incurred2019-12-31$4,645
Administrative expenses professional fees incurred2019-12-31$4,645
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$636,527
Contributions received from participants2019-12-31$636,527
Participant contributions at end of year2019-12-31$67,499
Participant contributions at end of year2019-12-31$67,499
Participant contributions at beginning of year2019-12-31$94,971
Participant contributions at beginning of year2019-12-31$94,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$768,971
Value of net income/loss2019-12-31$768,971
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,702,898
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,702,898
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,933,927
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,933,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$32,873
Investment advisory and management fees2019-12-31$32,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,533,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,533,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,399,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,399,665
Interest on participant loans2019-12-31$3,606
Interest on participant loans2019-12-31$3,606
Value of interest in common/collective trusts at end of year2019-12-31$1,101,994
Value of interest in common/collective trusts at end of year2019-12-31$1,101,994
Value of interest in common/collective trusts at beginning of year2019-12-31$1,439,291
Value of interest in common/collective trusts at beginning of year2019-12-31$1,439,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,325,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,325,937
Net investment gain or loss from common/collective trusts2019-12-31$32,010
Net investment gain or loss from common/collective trusts2019-12-31$32,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,558,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,558,761
Contract administrator fees2019-12-31$17,391
Contract administrator fees2019-12-31$17,391
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VRAKAS, S.C.
Accountancy firm name2019-12-31VRAKAS, S.C.
Accountancy firm EIN2019-12-31391453055
Accountancy firm EIN2019-12-31391453055
2018 : ZIMMERMAN 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$715,117
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,488,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,175,788
Value of total corrective distributions2018-12-31$257,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,200,376
Value of total assets at end of year2018-12-31$8,933,927
Value of total assets at beginning of year2018-12-31$9,707,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,640
Total interest from all sources2018-12-31$3,113
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$488,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$488,513
Administrative expenses professional fees incurred2018-12-31$4,614
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$760,250
Participant contributions at end of year2018-12-31$94,971
Participant contributions at beginning of year2018-12-31$79,782
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$440,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-773,659
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,933,927
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,707,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$32,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,399,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,109,370
Interest on participant loans2018-12-31$3,113
Value of interest in common/collective trusts at end of year2018-12-31$1,439,291
Value of interest in common/collective trusts at beginning of year2018-12-31$1,518,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,007,016
Net investment gain or loss from common/collective trusts2018-12-31$30,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,175,788
Contract administrator fees2018-12-31$18,340
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VRAKAS, S.C.
Accountancy firm EIN2018-12-31391453055
2017 : ZIMMERMAN 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,927,185
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$825,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$768,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$756,386
Value of total assets at end of year2017-12-31$9,707,586
Value of total assets at beginning of year2017-12-31$8,605,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,505
Total interest from all sources2017-12-31$3,394
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$278,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$278,006
Administrative expenses professional fees incurred2017-12-31$1,647
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$720,006
Participant contributions at end of year2017-12-31$79,782
Participant contributions at beginning of year2017-12-31$91,147
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$73,783
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,380
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,120
Other income not declared elsewhere2017-12-31$7,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,102,011
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,707,586
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,605,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,109,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,152,226
Interest on participant loans2017-12-31$3,394
Value of interest in common/collective trusts at end of year2017-12-31$1,518,434
Value of interest in common/collective trusts at beginning of year2017-12-31$1,286,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$853,822
Net investment gain or loss from common/collective trusts2017-12-31$28,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$768,669
Contract administrator fees2017-12-31$46,790
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VRAKAS, S.C.
Accountancy firm EIN2017-12-31391453055
2016 : ZIMMERMAN 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,266,357
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$491,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$432,510
Value of total corrective distributions2016-12-31$3,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$572,139
Value of total assets at end of year2016-12-31$8,605,575
Value of total assets at beginning of year2016-12-31$7,831,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,797
Total interest from all sources2016-12-31$3,734
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$138,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$138,858
Administrative expenses professional fees incurred2016-12-31$26,652
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$557,781
Participant contributions at end of year2016-12-31$91,147
Participant contributions at beginning of year2016-12-31$92,193
Participant contributions at end of year2016-12-31$73,783
Participant contributions at beginning of year2016-12-31$56,615
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,675
Other income not declared elsewhere2016-12-31$2,611
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$774,498
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,605,575
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,831,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,152,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,714,814
Interest on participant loans2016-12-31$3,734
Value of interest in common/collective trusts at end of year2016-12-31$1,286,299
Value of interest in common/collective trusts at beginning of year2016-12-31$965,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$528,586
Net investment gain or loss from common/collective trusts2016-12-31$20,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$432,510
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VRAKAS, S.C.
Accountancy firm EIN2016-12-31391453055
2015 : ZIMMERMAN 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$618,337
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$687,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$633,129
Value of total corrective distributions2015-12-31$1,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$721,703
Value of total assets at end of year2015-12-31$7,831,077
Value of total assets at beginning of year2015-12-31$7,900,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,399
Total interest from all sources2015-12-31$4,059
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$126,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$126,558
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$512
Contributions received from participants2015-12-31$480,351
Participant contributions at end of year2015-12-31$92,193
Participant contributions at beginning of year2015-12-31$120,123
Participant contributions at end of year2015-12-31$56,615
Participant contributions at beginning of year2015-12-31$23,363
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$227,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,582
Other income not declared elsewhere2015-12-31$989
Administrative expenses (other) incurred2015-12-31$24,859
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-69,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,831,077
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,900,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$28,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,714,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,633,427
Interest on participant loans2015-12-31$4,059
Value of interest in common/collective trusts at end of year2015-12-31$965,780
Value of interest in common/collective trusts at beginning of year2015-12-31$871,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-250,750
Net investment gain or loss from common/collective trusts2015-12-31$15,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,276
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$633,129
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VRAKAS, S.C.
Accountancy firm EIN2015-12-31391453055
2014 : ZIMMERMAN 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$988,729
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,029,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,008,391
Value of total corrective distributions2014-12-31$5,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$596,665
Value of total assets at end of year2014-12-31$7,900,282
Value of total assets at beginning of year2014-12-31$7,941,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,011
Total interest from all sources2014-12-31$4,643
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$85,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$85,755
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$512
Contributions received from participants2014-12-31$346,665
Participant contributions at end of year2014-12-31$120,123
Participant contributions at beginning of year2014-12-31$99,443
Participant contributions at end of year2014-12-31$23,363
Participant contributions at beginning of year2014-12-31$31,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,875
Other income not declared elsewhere2014-12-31$2,548
Administrative expenses (other) incurred2014-12-31$4,039
Total non interest bearing cash at end of year2014-12-31$35
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-40,791
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,900,282
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,941,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$11,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,633,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,003,871
Interest on participant loans2014-12-31$4,643
Value of interest in common/collective trusts at end of year2014-12-31$871,752
Value of interest in common/collective trusts at beginning of year2014-12-31$1,804,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$287,777
Net investment gain or loss from common/collective trusts2014-12-31$11,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$250,000
Employer contributions (assets) at end of year2014-12-31$250,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,008,391
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VRAKAS, S.C.
Accountancy firm EIN2014-12-31391453055
2013 : ZIMMERMAN 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,887,595
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$594,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$577,936
Expenses. Certain deemed distributions of participant loans2013-12-31$7,088
Value of total corrective distributions2013-12-31$9,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$387,811
Value of total assets at end of year2013-12-31$7,941,073
Value of total assets at beginning of year2013-12-31$6,647,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$100
Total interest from all sources2013-12-31$3,541
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,274
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$369,808
Participant contributions at end of year2013-12-31$99,443
Participant contributions at beginning of year2013-12-31$109,669
Participant contributions at end of year2013-12-31$31,736
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,569
Other income not declared elsewhere2013-12-31$345
Administrative expenses (other) incurred2013-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,293,125
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,941,073
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,647,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,003,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,634,959
Interest on participant loans2013-12-31$3,541
Value of interest in common/collective trusts at end of year2013-12-31$1,804,148
Value of interest in common/collective trusts at beginning of year2013-12-31$1,900,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,250,304
Net investment gain or loss from common/collective trusts2013-12-31$208,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$577,936
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VRAKAS, BLUM & CO., S.C.
Accountancy firm EIN2013-12-31391453055
2012 : ZIMMERMAN 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$986,905
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$480,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$480,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$341,455
Value of total assets at end of year2012-12-31$6,647,948
Value of total assets at beginning of year2012-12-31$6,141,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200
Total interest from all sources2012-12-31$4,379
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$49,391
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$338,519
Participant contributions at end of year2012-12-31$109,669
Participant contributions at beginning of year2012-12-31$120,752
Participant contributions at beginning of year2012-12-31$14,078
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,043
Administrative expenses (other) incurred2012-12-31$200
Total non interest bearing cash at beginning of year2012-12-31$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$506,155
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,647,948
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,141,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,634,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,118,470
Interest on participant loans2012-12-31$4,379
Value of interest in common/collective trusts at end of year2012-12-31$1,900,751
Value of interest in common/collective trusts at beginning of year2012-12-31$1,885,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$429,379
Net investment gain or loss from common/collective trusts2012-12-31$162,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$480,550
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VRAKAS, BLUM & CO., S.C.
Accountancy firm EIN2012-12-31391453055
2011 : ZIMMERMAN 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$235,989
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$130,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$129,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$390,950
Value of total assets at end of year2011-12-31$6,141,793
Value of total assets at beginning of year2011-12-31$6,035,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$300
Total interest from all sources2011-12-31$4,516
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$38,348
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$380,649
Participant contributions at end of year2011-12-31$120,752
Participant contributions at beginning of year2011-12-31$118,167
Participant contributions at end of year2011-12-31$14,078
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,576
Administrative expenses (other) incurred2011-12-31$300
Total non interest bearing cash at end of year2011-12-31$45
Total non interest bearing cash at beginning of year2011-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$105,796
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,141,793
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,035,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,118,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,083,369
Interest on participant loans2011-12-31$4,516
Value of interest in common/collective trusts at end of year2011-12-31$1,885,405
Value of interest in common/collective trusts at beginning of year2011-12-31$1,831,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-189,699
Net investment gain or loss from common/collective trusts2011-12-31$-8,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$129,893
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VRAKAS, BLUM & CO., S.C.
Accountancy firm EIN2011-12-31391453055
2010 : ZIMMERMAN 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,024,718
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$436,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$436,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$384,634
Value of total assets at end of year2010-12-31$6,035,997
Value of total assets at beginning of year2010-12-31$5,447,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$200
Total interest from all sources2010-12-31$4,423
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$41,495
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$384,634
Participant contributions at end of year2010-12-31$118,167
Participant contributions at beginning of year2010-12-31$46,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,405
Administrative expenses (other) incurred2010-12-31$200
Total non interest bearing cash at end of year2010-12-31$50
Total non interest bearing cash at beginning of year2010-12-31$-6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$588,018
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,035,997
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,447,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,083,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,811,862
Interest on participant loans2010-12-31$4,423
Value of interest in common/collective trusts at end of year2010-12-31$1,831,835
Value of interest in common/collective trusts at beginning of year2010-12-31$1,587,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$431,502
Net investment gain or loss from common/collective trusts2010-12-31$162,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$436,500
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VRAKAS, BLUM & CO., S.C.
Accountancy firm EIN2010-12-31391453055
2009 : ZIMMERMAN 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ZIMMERMAN 401(K) PLAN

2023: ZIMMERMAN 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ZIMMERMAN 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZIMMERMAN 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZIMMERMAN 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZIMMERMAN 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZIMMERMAN 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZIMMERMAN 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZIMMERMAN 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZIMMERMAN 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZIMMERMAN 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZIMMERMAN 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZIMMERMAN 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ZIMMERMAN 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ZIMMERMAN 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ZIMMERMAN 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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