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ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 401k Plan overview

Plan NameZIMMERMAN & STEBER LEGAL GROUPS, S.C.
Plan identification number 001

ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 & STEBER LEG GRP, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ZIMMERMAN & STEBER LEG GRP, S.C.
Employer identification number (EIN):391955188
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIMMERMAN & STEBER LEGAL GROUPS, S.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JERRY D ZIMMERMAN2024-07-07 JERRY D ZIMMERMAN2024-07-07
0012022-01-01JERRY D ZIMMERMAN2023-07-14 JERRY D ZIMMERMAN2023-07-14
0012021-01-01JERRY D ZIMMERMAN2022-06-23 JERRY D ZIMMERMAN2022-06-23
0012020-01-01JERRY D ZIMMERMAN2021-06-19 JERRY D ZIMMERMAN2021-06-19
0012019-01-01JERRY D ZIMMERMAN2020-07-14 JERRY D ZIMMERMAN2020-07-14
0012018-01-01JERRY D ZIMMERMAN2019-10-02 JERRY D ZIMMERMAN2019-10-02
0012017-01-01JERRY D ZIMMERMAN2018-10-04 JERRY D ZIMMMERMAN2018-10-04
0012016-01-01JERRY D ZIMMERMAN2017-06-22 JERRY D ZIMMERMAN2017-06-22
0012015-01-01JERRY D ZIMMERMAN JERRY D. ZIMMERMAN2016-06-24
0012014-01-01JERRY D ZIMMERMAN JERRY D. ZIMMERMAN, PRESIDENT2015-06-10
0012014-01-01JERRY D ZIMMERMAN JERRY D. ZIMMERMAN, PRESIDENT2015-06-10
0012013-01-01JERRY D ZIMMERMAN JERRY D. ZIMMERMAN2014-06-26
0012012-01-01JERRY D. ZIMMERMAN JERRY D ZIMMERMAN, PRES.2013-06-24
0012011-01-01JERRY D. ZIMMERMAN
0012010-01-01JERRY D ZIMMERMAN JERRY D ZIMMERMAN2011-10-14
0012009-01-01JERRY D ZIMMERMAN JERRY D ZIMMERMAN2010-07-06

Plan Statistics for ZIMMERMAN & STEBER LEGAL GROUPS, S.C.

401k plan membership statisitcs for ZIMMERMAN & STEBER LEGAL GROUPS, S.C.

Measure Date Value
2015: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ZIMMERMAN & STEBER LEGAL GROUPS, S.C.

Measure Date Value
2015 : ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2015 401k financial data
Total income from all sources2015-12-31$32,095
Expenses. Total of all expenses incurred2015-12-31$13,914
Benefits paid (including direct rollovers)2015-12-31$830
Total plan assets at end of year2015-12-31$669,053
Total plan assets at beginning of year2015-12-31$650,872
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$17,824
Other income received2015-12-31$5,771
Net income (gross income less expenses)2015-12-31$18,181
Net plan assets at end of year (total assets less liabilities)2015-12-31$669,053
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$650,872
Total contributions received or receivable from employer(s)2015-12-31$8,500
Value of corrective distributions2015-12-31$13,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2014 401k financial data
Total income from all sources2014-12-31$104,944
Expenses. Total of all expenses incurred2014-12-31$65,737
Benefits paid (including direct rollovers)2014-12-31$65,737
Total plan assets at end of year2014-12-31$650,861
Total plan assets at beginning of year2014-12-31$611,654
Total contributions received or receivable from participants2014-12-31$51,263
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$38,853
Net income (gross income less expenses)2014-12-31$39,207
Net plan assets at end of year (total assets less liabilities)2014-12-31$650,861
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$611,654
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$14,828
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2013 401k financial data
Total income from all sources2013-12-31$153,298
Expenses. Total of all expenses incurred2013-12-31$579
Benefits paid (including direct rollovers)2013-12-31$579
Total plan assets at end of year2013-12-31$611,654
Total plan assets at beginning of year2013-12-31$458,935
Total contributions received or receivable from participants2013-12-31$32,844
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$120,454
Net income (gross income less expenses)2013-12-31$152,719
Net plan assets at end of year (total assets less liabilities)2013-12-31$611,654
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$458,935
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2012 401k financial data
Total income from all sources2012-12-31$70,054
Expenses. Total of all expenses incurred2012-12-31$515
Benefits paid (including direct rollovers)2012-12-31$515
Total plan assets at end of year2012-12-31$451,000
Total plan assets at beginning of year2012-12-31$381,462
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$16,093
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$53,961
Net income (gross income less expenses)2012-12-31$69,539
Net plan assets at end of year (total assets less liabilities)2012-12-31$451,000
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$381,462
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2011 401k financial data
Total income from all sources2011-12-31$13,312
Expenses. Total of all expenses incurred2011-12-31$538
Benefits paid (including direct rollovers)2011-12-31$538
Total plan assets at end of year2011-12-31$372,477
Total plan assets at beginning of year2011-12-31$359,703
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$19,991
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-6,679
Net income (gross income less expenses)2011-12-31$12,774
Net plan assets at end of year (total assets less liabilities)2011-12-31$372,477
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$359,703
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 2010 401k financial data
Total income from all sources2010-12-31$60,630
Expenses. Total of all expenses incurred2010-12-31$7,752
Benefits paid (including direct rollovers)2010-12-31$7,752
Total plan assets at end of year2010-12-31$359,703
Total plan assets at beginning of year2010-12-31$306,826
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$7,749
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$44,792
Net income (gross income less expenses)2010-12-31$52,878
Net plan assets at end of year (total assets less liabilities)2010-12-31$359,703
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$306,826
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$8,089
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for ZIMMERMAN & STEBER LEGAL GROUPS, S.C.

2015: ZIMMERMAN & STEBER LEGAL GROUPS, S.C. 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 & STEBER LEGAL GROUPS, S.C. 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 & STEBER LEGAL GROUPS, S.C. 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 & STEBER LEGAL GROUPS, S.C. 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 & STEBER LEGAL GROUPS, S.C. 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 & STEBER LEGAL GROUPS, S.C. 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 & STEBER LEGAL GROUPS, S.C. 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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