ZIPPERER LORBERBAUM & BEAUVAIS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ZIPPERER & LORBERBAUM PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-09 | 370022 |
| Net assets as of the end of the plan year | 2025-04-09 | 10865125 |
| Total assets as of the beginning of the plan year | 2025-04-09 | 9847648 |
| Value of plan covered by a fidelity bond | 2025-04-09 | 1850000 |
| Participant contributions to plan in this plan year | 2025-04-09 | 0 |
| Value of participant loans at end of plan year | 2025-04-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-04-09 | 10334 |
| Other contributions to plan in this plan year | 2025-04-09 | 0 |
| Other income to plan in this plan year | 2025-04-09 | 1375017 |
| Plan net income in this plan year | 2025-04-09 | 1017477 |
| Net assets as of the end of the plan year | 2025-04-09 | 10865125 |
| Net assets as of the beginning of the plan year | 2025-04-09 | 9847648 |
| Employer contributions to plan in this plan year | 2025-04-09 | 12482 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-09 | 3016 |
| 2024 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-12 | 319369 |
| Net assets as of the end of the plan year | 2024-09-12 | 9847648 |
| Total assets as of the beginning of the plan year | 2024-09-12 | 8731222 |
| Value of plan covered by a fidelity bond | 2024-09-12 | 1850000 |
| Participant contributions to plan in this plan year | 2024-09-12 | 0 |
| Value of participant loans at end of plan year | 2024-09-12 | 934 |
| Other expenses paid from plan in this plan year | 2024-09-12 | 0 |
| Other contributions to plan in this plan year | 2024-09-12 | 0 |
| Other income to plan in this plan year | 2024-09-12 | 1358043 |
| Plan net income in this plan year | 2024-09-12 | 1116426 |
| Net assets as of the end of the plan year | 2024-09-12 | 9847648 |
| Net assets as of the beginning of the plan year | 2024-09-12 | 8731222 |
| Employer contributions to plan in this plan year | 2024-09-12 | 77752 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-12 | 10334 |
| 2022 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-743,635 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $350,325 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $339,642 |
| Total plan assets at end of year | 2022-12-31 | $8,731,222 |
| Total plan assets at beginning of year | 2022-12-31 | $9,825,182 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $225,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-788,934 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,093,960 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,731,222 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,825,182 |
| Assets. Value of participant loans | 2022-12-31 | $4,244 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $325,877 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $45,299 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $10,683 |
| 2021 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,058,802 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $359,232 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $342,510 |
| Total plan assets at end of year | 2021-12-31 | $9,825,182 |
| Total plan assets at beginning of year | 2021-12-31 | $9,125,612 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $225,000 |
| Other income received | 2021-12-31 | $1,037,630 |
| Net income (gross income less expenses) | 2021-12-31 | $699,570 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,825,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,125,612 |
| Assets. Value of participant loans | 2021-12-31 | $8,649 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $555,326 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $21,172 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,722 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $192,460 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $148,829 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $146,108 |
| Total plan assets at end of year | 2020-12-31 | $9,125,612 |
| Total plan assets at beginning of year | 2020-12-31 | $9,081,981 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $225,000 |
| Other income received | 2020-12-31 | $174,572 |
| Net income (gross income less expenses) | 2020-12-31 | $43,631 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,125,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,081,981 |
| Assets. Value of participant loans | 2020-12-31 | $12,806 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $559,585 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $17,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,721 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,315,347 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $445,105 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $434,895 |
| Total plan assets at end of year | 2019-12-31 | $9,081,981 |
| Total plan assets at beginning of year | 2019-12-31 | $8,211,739 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $225,000 |
| Other income received | 2019-12-31 | $1,294,734 |
| Net income (gross income less expenses) | 2019-12-31 | $870,242 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,081,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,211,739 |
| Assets. Value of participant loans | 2019-12-31 | $15,681 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $679,500 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $20,613 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,210 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $140,715 |
| Total income from all sources | 2018-12-31 | $146,145 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $216,300 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $174,578 |
| Total plan assets at end of year | 2018-12-31 | $8,211,739 |
| Total plan assets at beginning of year | 2018-12-31 | $8,422,609 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $225,000 |
| Other income received | 2018-12-31 | $51 |
| Net income (gross income less expenses) | 2018-12-31 | $-70,155 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,211,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,281,894 |
| Assets. Value of participant loans | 2018-12-31 | $18,500 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,124,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $146,094 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $41,722 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $140,715 |
| Total income from all sources | 2017-12-31 | $1,052,106 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $156,589 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $151,049 |
| Total plan assets at end of year | 2017-12-31 | $8,521,859 |
| Total plan assets at beginning of year | 2017-12-31 | $7,485,627 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $225,000 |
| Other income received | 2017-12-31 | $874,624 |
| Net income (gross income less expenses) | 2017-12-31 | $895,517 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,381,144 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,485,627 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $1,787,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $177,482 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,540 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $523,740 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $124,540 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $124,540 |
| Total plan assets at end of year | 2016-12-31 | $7,297,380 |
| Total plan assets at beginning of year | 2016-12-31 | $6,898,180 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Other income received | 2016-12-31 | $394,159 |
| Net income (gross income less expenses) | 2016-12-31 | $399,200 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,297,380 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,898,180 |
| Assets. Value of participant loans | 2016-12-31 | $447 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,768,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $129,581 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,507 |
| 2015 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $90,153 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $154,406 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $153,873 |
| Total plan assets at end of year | 2015-12-31 | $6,898,180 |
| Total plan assets at beginning of year | 2015-12-31 | $6,962,433 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Other income received | 2015-12-31 | $-42,141 |
| Net income (gross income less expenses) | 2015-12-31 | $-64,253 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,898,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,962,433 |
| Assets. Value of participant loans | 2015-12-31 | $2,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,552,987 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $132,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $533 |
| 2014 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $383,786 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $163,060 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $158,736 |
| Total plan assets at end of year | 2014-12-31 | $6,962,433 |
| Total plan assets at beginning of year | 2014-12-31 | $6,741,707 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $4,312 |
| Other income received | 2014-12-31 | $302,379 |
| Net income (gross income less expenses) | 2014-12-31 | $220,726 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,962,433 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,741,707 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,123,838 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $81,407 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $12 |
| 2013 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,303,866 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $115,862 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $109,934 |
| Total plan assets at end of year | 2013-12-31 | $6,783,707 |
| Total plan assets at beginning of year | 2013-12-31 | $5,595,703 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $526 |
| Other income received | 2013-12-31 | $1,181,476 |
| Net income (gross income less expenses) | 2013-12-31 | $1,188,004 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,783,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,595,703 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $922,910 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $122,390 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,402 |
| 2012 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $235,327 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $112,564 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $112,289 |
| Total plan assets at end of year | 2012-12-31 | $5,595,703 |
| Total plan assets at beginning of year | 2012-12-31 | $5,472,940 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $121,035 |
| Net income (gross income less expenses) | 2012-12-31 | $122,763 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,595,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,472,940 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $964,376 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $114,292 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $275 |
| 2011 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $11,272 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $60,425 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $50,000 |
| Total plan assets at end of year | 2011-12-31 | $5,472,940 |
| Total plan assets at beginning of year | 2011-12-31 | $5,522,093 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $10,334 |
| Other income received | 2011-12-31 | $-92,319 |
| Net income (gross income less expenses) | 2011-12-31 | $-49,153 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,472,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,522,093 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $712,581 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $103,591 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $91 |
| 2010 : ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $328,983 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,826 |
| Total plan assets at end of year | 2010-12-31 | $5,522,093 |
| Total plan assets at beginning of year | 2010-12-31 | $5,203,936 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $232 |
| Other income received | 2010-12-31 | $314,833 |
| Net income (gross income less expenses) | 2010-12-31 | $318,157 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,522,093 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,203,936 |
| Assets. Value of participant loans | 2010-12-31 | $50,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $712,581 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $14,150 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10,594 |
| 2022: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ZIPPERER & LORBERBAUM PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 426245816 |
| Policy instance | 3 |
| Insurance contract or identification number | 426245816 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 2 |
| Insurance contract or identification number | 303730527 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 160203265 |
| Policy instance | 1 |
| Insurance contract or identification number | 160203265 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 426245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 160203265 |
| Policy instance | 1 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 160203265 |
| Policy instance | 1 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 426245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 160203265 |
| Policy instance | 1 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 426245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 160203265 |
| Policy instance | 1 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 426245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 426245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 160203265 |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 1 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 1 |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 0495J |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 46245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 46245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 1 |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 0495J |
| Policy instance | 2 |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 0495J |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 1 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 46245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 46245816 |
| Policy instance | 3 |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 0495J |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 1 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 1 |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 0495J |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 46245816 |
| Policy instance | 3 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 303730527 |
| Policy instance | 1 |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 0495J |
| Policy instance | 2 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 46245816 |
| Policy instance | 3 |
