Logo

ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN
Plan identification number 001

ZIMMERMAN PLUMBING, INC. PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

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

Company Name:ZIMMERMAN PLUMBING, INC.
Employer identification number (EIN):391194301
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01SARAH JOHNSON2023-08-29
0012021-03-01SARAH JOHNSON2022-08-15
0012020-03-01SARAH JOHNSON2021-09-09
0012019-03-01SARAH JOHNSON2020-10-01
0012018-03-01SARAH JOHNSON2019-08-30
0012017-03-01SARAH JOHNSON2018-07-02
0012016-03-01SARAH JOHNSON2017-08-08
0012015-03-01SARAH JOHNSON2016-05-26
0012014-03-01SARAH JOHNSON2015-07-28
0012013-03-01SARAH JOHNSON
0012012-03-01SARAH JOHNSON
0012011-03-01SARAH JOHNSON
0012010-03-01SARAH JOHNSON
0012009-03-01SARAH E JOHNSON SARAH E JOHNSON2010-08-30

Plan Statistics for ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN

Measure Date Value
2013: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-0139
Total number of active participants reported on line 7a of the Form 55002013-03-0130
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-019
Total of all active and inactive participants2013-03-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-0139
Number of participants with account balances2013-03-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-0143
Total number of active participants reported on line 7a of the Form 55002012-03-0136
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-019
Total of all active and inactive participants2012-03-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-0145
Number of participants with account balances2012-03-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-013
2011: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0147
Total number of active participants reported on line 7a of the Form 55002011-03-0137
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-0137
Number of participants with account balances2011-03-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-0144
Total number of active participants reported on line 7a of the Form 55002010-03-0138
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-010
Total of all active and inactive participants2010-03-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-0138
Number of participants with account balances2010-03-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-0141
Total number of active participants reported on line 7a of the Form 55002009-03-0136
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-014
Total of all active and inactive participants2009-03-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-0140
Number of participants with account balances2009-03-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-011

Financial Data on ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN

Measure Date Value
2014 : ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-02-28$0
Total income from all sources2014-02-28$1,072,649
Expenses. Total of all expenses incurred2014-02-28$159,109
Benefits paid (including direct rollovers)2014-02-28$122,841
Total plan assets at end of year2014-02-28$4,644,829
Total plan assets at beginning of year2014-02-28$3,731,289
Value of fidelity bond covering the plan2014-02-28$300,000
Total contributions received or receivable from participants2014-02-28$212,140
Expenses. Other expenses not covered elsewhere2014-02-28$260
Contributions received from other sources (not participants or employers)2014-02-28$0
Other income received2014-02-28$782,694
Net income (gross income less expenses)2014-02-28$913,540
Net plan assets at end of year (total assets less liabilities)2014-02-28$4,644,829
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$3,731,289
Assets. Value of participant loans2014-02-28$112,008
Total contributions received or receivable from employer(s)2014-02-28$77,815
Value of certain deemed distributions of participant loans2014-02-28$0
Value of corrective distributions2014-02-28$36,008
Funding deficiency by the employer to the plan for this plan year2014-02-28$0
Minimum employer required contribution for this plan year2014-02-28$0
Amount contributed by the employer to the plan for this plan year2014-02-28$0
2013 : ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-02-28$0
Total income from all sources2013-02-28$577,303
Expenses. Total of all expenses incurred2013-02-28$45,197
Benefits paid (including direct rollovers)2013-02-28$16,340
Total plan assets at end of year2013-02-28$3,731,289
Total plan assets at beginning of year2013-02-28$3,199,183
Value of fidelity bond covering the plan2013-02-28$300,000
Total contributions received or receivable from participants2013-02-28$142,308
Expenses. Other expenses not covered elsewhere2013-02-28$61
Contributions received from other sources (not participants or employers)2013-02-28$3,475
Other income received2013-02-28$345,726
Net income (gross income less expenses)2013-02-28$532,106
Net plan assets at end of year (total assets less liabilities)2013-02-28$3,731,289
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$3,199,183
Assets. Value of participant loans2013-02-28$29,840
Total contributions received or receivable from employer(s)2013-02-28$85,794
Value of certain deemed distributions of participant loans2013-02-28$0
Value of corrective distributions2013-02-28$28,796
Funding deficiency by the employer to the plan for this plan year2013-02-28$0
Minimum employer required contribution for this plan year2013-02-28$0
Amount contributed by the employer to the plan for this plan year2013-02-28$0
2012 : ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-02-29$0
Total income from all sources2012-02-29$291,118
Expenses. Total of all expenses incurred2012-02-29$175,397
Benefits paid (including direct rollovers)2012-02-29$141,693
Total plan assets at end of year2012-02-29$3,199,183
Total plan assets at beginning of year2012-02-29$3,083,462
Value of fidelity bond covering the plan2012-02-29$300,000
Total contributions received or receivable from participants2012-02-29$170,320
Expenses. Other expenses not covered elsewhere2012-02-29$190
Contributions received from other sources (not participants or employers)2012-02-29$0
Other income received2012-02-29$28,364
Net income (gross income less expenses)2012-02-29$115,721
Net plan assets at end of year (total assets less liabilities)2012-02-29$3,199,183
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$3,083,462
Assets. Value of participant loans2012-02-29$15,245
Total contributions received or receivable from employer(s)2012-02-29$92,434
Value of certain deemed distributions of participant loans2012-02-29$0
Value of corrective distributions2012-02-29$33,514
Funding deficiency by the employer to the plan for this plan year2012-02-29$0
Minimum employer required contribution for this plan year2012-02-29$0
Amount contributed by the employer to the plan for this plan year2012-02-29$0
2011 : ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-02-28$0
Total income from all sources2011-02-28$755,497
Expenses. Total of all expenses incurred2011-02-28$87,906
Benefits paid (including direct rollovers)2011-02-28$81,770
Total plan assets at end of year2011-02-28$3,083,462
Total plan assets at beginning of year2011-02-28$2,415,871
Value of fidelity bond covering the plan2011-02-28$300,000
Total contributions received or receivable from participants2011-02-28$193,167
Expenses. Other expenses not covered elsewhere2011-02-28$161
Contributions received from other sources (not participants or employers)2011-02-28$79,872
Other income received2011-02-28$407,963
Net income (gross income less expenses)2011-02-28$667,591
Net plan assets at end of year (total assets less liabilities)2011-02-28$3,083,462
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$2,415,871
Assets. Value of participant loans2011-02-28$20,074
Total contributions received or receivable from employer(s)2011-02-28$74,495
Value of certain deemed distributions of participant loans2011-02-28$0
Value of corrective distributions2011-02-28$5,975
Funding deficiency by the employer to the plan for this plan year2011-02-28$0
Minimum employer required contribution for this plan year2011-02-28$0
Amount contributed by the employer to the plan for this plan year2011-02-28$0
2010 : ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-02-28$0
Minimum employer required contribution for this plan year2010-02-28$0
Amount contributed by the employer to the plan for this plan year2010-02-28$0

Form 5500 Responses for ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN

2013: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedYes
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: ZIMMERMAN PLUMBING, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711336
Policy instance 1
Insurance contract or identification numberGA-711336
Number of Individuals Covered33
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $10,842
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,842
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711336
Policy instance 1
Insurance contract or identification numberGA-711336
Number of Individuals Covered0
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $7,675
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711336
Policy instance 1
Insurance contract or identification numberGA-711336
Number of Individuals Covered32
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $6,165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,743
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1