ZOMER BROTHERS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZOMER BROTHERS INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: ZOMER BROTHERS INC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
| Total of all active and inactive participants | 2019-02-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-02-01 | 0 |
| Total participants | 2019-02-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-02-01 | 0 |
| 2018: ZOMER BROTHERS INC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 0 |
| Total of all active and inactive participants | 2018-02-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-02-01 | 0 |
| Total participants | 2018-02-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-02-01 | 0 |
| 2017: ZOMER BROTHERS INC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 15 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 1 |
| Total of all active and inactive participants | 2017-02-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-02-01 | 0 |
| Total participants | 2017-02-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-02-01 | 0 |
| 2016: ZOMER BROTHERS INC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 12 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 1 |
| Total of all active and inactive participants | 2016-02-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-01 | 0 |
| Total participants | 2016-02-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-01 | 0 |
| 2011: ZOMER BROTHERS INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 21 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 0 |
| Total of all active and inactive participants | 2011-02-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 0 |
| Total participants | 2011-02-01 | 22 |
| Number of participants with account balances | 2011-02-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
| 2010: ZOMER BROTHERS INC PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-02-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 19 |
| Number of retired or separated participants receiving benefits | 2010-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-02-01 | 2 |
| Total of all active and inactive participants | 2010-02-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-02-01 | 0 |
| Total participants | 2010-02-01 | 21 |
| Number of participants with account balances | 2010-02-01 | 21 |
| 2009: ZOMER BROTHERS INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 19 |
| Total of all active and inactive participants | 2009-02-01 | 19 |
| Total participants | 2009-02-01 | 19 |
| Number of participants with account balances | 2009-02-01 | 19 |
| Measure | Date | Value |
|---|
| 2020 : ZOMER BROTHERS INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-01-31 | $36,471 |
| Expenses. Total of all expenses incurred | 2020-01-31 | $1,033,613 |
| Benefits paid (including direct rollovers) | 2020-01-31 | $1,033,613 |
| Total plan assets at end of year | 2020-01-31 | $0 |
| Total plan assets at beginning of year | 2020-01-31 | $997,142 |
| Other income received | 2020-01-31 | $36,471 |
| Net income (gross income less expenses) | 2020-01-31 | $-997,142 |
| Net plan assets at end of year (total assets less liabilities) | 2020-01-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-01-31 | $997,142 |
| 2019 : ZOMER BROTHERS INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-01-31 | $11,554 |
| Expenses. Total of all expenses incurred | 2019-01-31 | $24,475 |
| Benefits paid (including direct rollovers) | 2019-01-31 | $24,475 |
| Total plan assets at end of year | 2019-01-31 | $997,142 |
| Total plan assets at beginning of year | 2019-01-31 | $1,010,063 |
| Value of fidelity bond covering the plan | 2019-01-31 | $100,000 |
| Other income received | 2019-01-31 | $-3,252 |
| Net income (gross income less expenses) | 2019-01-31 | $-12,921 |
| Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $997,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $1,010,063 |
| Total contributions received or receivable from employer(s) | 2019-01-31 | $14,806 |
| 2018 : ZOMER BROTHERS INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-01-31 | $93,154 |
| Expenses. Total of all expenses incurred | 2018-01-31 | $185,157 |
| Benefits paid (including direct rollovers) | 2018-01-31 | $185,157 |
| Total plan assets at end of year | 2018-01-31 | $1,010,063 |
| Total plan assets at beginning of year | 2018-01-31 | $1,102,066 |
| Value of fidelity bond covering the plan | 2018-01-31 | $100,000 |
| Other income received | 2018-01-31 | $79,512 |
| Net income (gross income less expenses) | 2018-01-31 | $-92,003 |
| Net plan assets at end of year (total assets less liabilities) | 2018-01-31 | $1,010,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-01-31 | $1,102,066 |
| Total contributions received or receivable from employer(s) | 2018-01-31 | $13,642 |
| 2017 : ZOMER BROTHERS INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-01-31 | $29,493 |
| Expenses. Total of all expenses incurred | 2017-01-31 | $14,739 |
| Benefits paid (including direct rollovers) | 2017-01-31 | $14,739 |
| Total plan assets at end of year | 2017-01-31 | $1,102,066 |
| Total plan assets at beginning of year | 2017-01-31 | $1,087,312 |
| Value of fidelity bond covering the plan | 2017-01-31 | $100,000 |
| Other income received | 2017-01-31 | $11,792 |
| Net income (gross income less expenses) | 2017-01-31 | $14,754 |
| Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $1,102,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $1,087,312 |
| Total contributions received or receivable from employer(s) | 2017-01-31 | $17,701 |
| 2012 : ZOMER BROTHERS INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-01-31 | $91,999 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $76,887 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $76,887 |
| Total plan assets at end of year | 2012-01-31 | $762,658 |
| Total plan assets at beginning of year | 2012-01-31 | $747,546 |
| Value of fidelity bond covering the plan | 2012-01-31 | $50,000 |
| Other income received | 2012-01-31 | $9,509 |
| Net income (gross income less expenses) | 2012-01-31 | $15,112 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $762,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $747,546 |
| Total contributions received or receivable from employer(s) | 2012-01-31 | $82,490 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-01-31 | $0 |
| 2011 : ZOMER BROTHERS INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-01-31 | $203,942 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $2,379 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $2,379 |
| Total plan assets at end of year | 2011-01-31 | $747,546 |
| Total plan assets at beginning of year | 2011-01-31 | $545,983 |
| Value of fidelity bond covering the plan | 2011-01-31 | $50,000 |
| Other income received | 2011-01-31 | $112,684 |
| Net income (gross income less expenses) | 2011-01-31 | $201,563 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $747,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $545,983 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $91,258 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-01-31 | $0 |
| 2010 : ZOMER BROTHERS INC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-01-31 | $0 |
| 2019: ZOMER BROTHERS INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Mulitple employer plan |
| 2019-02-01 | This submission is the final filing | Yes |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: ZOMER BROTHERS INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Mulitple employer plan |
| 2018-02-01 | Plan funding arrangement – Insurance | Yes |
| 2018-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ZOMER BROTHERS INC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Mulitple employer plan |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ZOMER BROTHERS INC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Mulitple employer plan |
| 2016-02-01 | Plan funding arrangement – Insurance | Yes |
| 2016-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ZOMER BROTHERS INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Insurance | Yes |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ZOMER BROTHERS INC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 2010-02-01 | Submission has been amended | No |
| 2010-02-01 | This submission is the final filing | No |
| 2010-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-02-01 | Plan is a collectively bargained plan | No |
| 2010-02-01 | Plan funding arrangement – Insurance | Yes |
| 2010-02-01 | Plan funding arrangement – Trust | Yes |
| 2010-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ZOMER BROTHERS INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Insurance | Yes |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PF1P98N |
| Policy instance | 1 |
| Insurance contract or identification number | PF1P98N | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PF1P98N |
| Policy instance | 1 |
| Insurance contract or identification number | PF1P98N | | Number of Individuals Covered | 15 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $330 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $330 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PF1P98N |
| Policy instance | 1 |
| Insurance contract or identification number | PF1P98N | | Number of Individuals Covered | 15 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $337 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $337 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES R KONTZ |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PF1P98N |
| Policy instance | 1 |
| Insurance contract or identification number | PF1P98N | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $1,975 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | PF1P98N |
| Policy instance | 1 |
| Insurance contract or identification number | PF1P98N | | Number of Individuals Covered | 20 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,766 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
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