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ZAK & ZOE CO RETIREMENT PLAN 401k Plan overview

Plan NameZAK & ZOE CO RETIREMENT PLAN
Plan identification number 001

ZAK & ZOE CO RETIREMENT PLAN Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ZAK & ZOE CO has sponsored the creation of one or more 401k plans.

Company Name:ZAK & ZOE CO
Employer identification number (EIN):453994691
NAIC Classification:453110
NAIC Description:Florists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZAK & ZOE CO RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01STEVEN BARNES STEVEN BARNES2017-03-15
0012014-07-01STEVEN BARNES STEVEN BARNES2016-03-13
0012013-06-30STEVEN BARNES STEVEN BARNES2015-01-09
0012012-06-30STEVEN BARNES STEVEN BARNES2014-02-28

Plan Statistics for ZAK & ZOE CO RETIREMENT PLAN

401k plan membership statisitcs for ZAK & ZOE CO RETIREMENT PLAN

Measure Date Value
2015: ZAK & ZOE CO RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011
Total number of active participants reported on line 7a of the Form 55002015-07-011
Total of all active and inactive participants2015-07-011
Total participants2015-07-011
Number of participants with account balances2015-07-011
2014: ZAK & ZOE CO RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011
Total number of active participants reported on line 7a of the Form 55002014-07-011
Total of all active and inactive participants2014-07-011
Total participants2014-07-011
Number of participants with account balances2014-07-011
2013: ZAK & ZOE CO RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-301
Total number of active participants reported on line 7a of the Form 55002013-06-301
Total of all active and inactive participants2013-06-301
Total participants2013-06-301
Number of participants with account balances2013-06-301
2012: ZAK & ZOE CO RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-301
Total number of active participants reported on line 7a of the Form 55002012-06-301
Total of all active and inactive participants2012-06-301
Total participants2012-06-301
Number of participants with account balances2012-06-301

Financial Data on ZAK & ZOE CO RETIREMENT PLAN

Measure Date Value
2016 : ZAK & ZOE CO RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$0
Expenses. Total of all expenses incurred2016-06-30$0
Total plan assets at end of year2016-06-30$64,793
Total plan assets at beginning of year2016-06-30$64,793
Net income (gross income less expenses)2016-06-30$0
Net plan assets at end of year (total assets less liabilities)2016-06-30$64,793
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$64,793
Assets. Value of employer securities2016-06-30$64,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : ZAK & ZOE CO RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$43
Expenses. Total of all expenses incurred2015-06-30$0
Total plan assets at end of year2015-06-30$64,793
Total plan assets at beginning of year2015-06-30$64,750
Other income received2015-06-30$43
Net income (gross income less expenses)2015-06-30$43
Net plan assets at end of year (total assets less liabilities)2015-06-30$64,793
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$64,750
Assets. Value of employer securities2015-06-30$64,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : ZAK & ZOE CO RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$-634
Expenses. Total of all expenses incurred2014-06-30$0
Total plan assets at end of year2014-06-30$64,750
Total plan assets at beginning of year2014-06-30$65,384
Other income received2014-06-30$-634
Net income (gross income less expenses)2014-06-30$-634
Net plan assets at end of year (total assets less liabilities)2014-06-30$64,750
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$65,384
Assets. Value of employer securities2014-06-30$64,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : ZAK & ZOE CO RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$0
Expenses. Total of all expenses incurred2013-06-30$0
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$65,384
Total plan assets at beginning of year2013-06-30$66,349
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$0
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$0
Net plan assets at end of year (total assets less liabilities)2013-06-30$65,384
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$66,349
Assets. Value of employer securities2013-06-30$65,384
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0

Form 5500 Responses for ZAK & ZOE CO RETIREMENT PLAN

2015: ZAK & ZOE CO RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ZAK & ZOE CO RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ZAK & ZOE CO RETIREMENT PLAN 2013 form 5500 responses
2013-06-30Type of plan entitySingle employer plan
2013-06-30Submission has been amendedNo
2013-06-30This submission is the final filingNo
2013-06-30This return/report is a short plan year return/report (less than 12 months)No
2013-06-30Plan is a collectively bargained planNo
2013-06-30Plan funding arrangement – TrustYes
2013-06-30Plan benefit arrangement - TrustYes
2012: ZAK & ZOE CO RETIREMENT PLAN 2012 form 5500 responses
2012-06-30Type of plan entitySingle employer plan
2012-06-30First time form 5500 has been submittedYes
2012-06-30Submission has been amendedNo
2012-06-30This submission is the final filingNo
2012-06-30This return/report is a short plan year return/report (less than 12 months)No
2012-06-30Plan is a collectively bargained planNo
2012-06-30Plan funding arrangement – TrustYes
2012-06-30Plan benefit arrangement - TrustYes

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