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ZHEALTH, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameZHEALTH, LLC CASH BALANCE PLAN
Plan identification number 002

ZHEALTH, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ZHEALTH, LLC has sponsored the creation of one or more 401k plans.

Company Name:ZHEALTH, LLC
Employer identification number (EIN):621838821
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ZHEALTH, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2008-02-26
Company Identification Number: 3636506
Legal Registered Office Address: 39 W. 85TH STREET
APT. 2B
NEW YORK
United States of America (USA)
10024

More information about ZHEALTH, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZHEALTH, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01DAVID ZIELSKE2021-10-13 DAVID ZIELSKE2021-10-13
0022019-01-01
0022018-01-01
0022017-01-01DAVID ZIELSKE DAVID ZIELSKE2018-09-26
0022016-01-01DAVID ZIELSKE DAVID ZIELSKE2017-10-11
0022015-01-01
0022014-01-01
0022013-01-01

Plan Statistics for ZHEALTH, LLC CASH BALANCE PLAN

401k plan membership statisitcs for ZHEALTH, LLC CASH BALANCE PLAN

Measure Date Value
2022: ZHEALTH, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-31443,477
Acturial value of plan assets2022-12-31443,477
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-3138,744
Active participant vested funding target2022-12-31405,830
Number of active participants2022-12-3111
Total funding liabilities for active participants2022-12-31405,830
Total participant count2022-12-3114
Total funding target for all participants2022-12-31444,574
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3168,864
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3168,864
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31280,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31277,724
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31276,384
Net shortfall amortization installment of oustanding balance2022-12-311,097
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31276,485
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31276,485
Contributions allocatedtoward minimum required contributions for current year2022-12-31277,724
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0114
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ZHEALTH, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-310
Acturial value of plan assets2021-12-310
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-310
Number of active participants2021-12-3147
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3149
Total funding target for all participants2021-12-310
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-311,360,650
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,317,390
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,238,831
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Waived amount of outstanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,238,831
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-311,238,831
Contributions allocatedtoward minimum required contributions for current year2021-12-311,317,390
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ZHEALTH, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31653,566
Acturial value of plan assets2020-12-31653,566
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-316,964
Active participant vested funding target2020-12-31167,590
Number of active participants2020-12-3112
Total funding liabilities for active participants2020-12-31167,590
Total participant count2020-12-3114
Total funding target for all participants2020-12-31174,554
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31197,273
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31197,273
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3180,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3181,546
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31273,278
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3181,546
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ZHEALTH, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31779,496
Acturial value of plan assets2019-12-31779,496
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3110,931
Active participant vested funding target2019-12-31689,053
Number of active participants2019-12-319
Total funding liabilities for active participants2019-12-31689,053
Total participant count2019-12-3112
Total funding target for all participants2019-12-31699,984
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31162,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31162,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31200,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31197,273
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31197,273
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ZHEALTH, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-311,216,646
Acturial value of plan assets2018-12-311,216,646
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3110,210
Active participant vested funding target2018-12-311,519,485
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-311,519,485
Total participant count2018-12-3112
Total funding target for all participants2018-12-311,529,695
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3116,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3116,334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31225,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31215,993
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31313,049
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3153,170
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3153,170
Contributions allocatedtoward minimum required contributions for current year2018-12-31215,993
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ZHEALTH, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-311,021,765
Acturial value of plan assets2017-12-311,021,765
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-319,202
Active participant vested funding target2017-12-311,118,878
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,118,878
Total participant count2017-12-3111
Total funding target for all participants2017-12-311,128,080
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3164,527
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3164,527
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31300,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31289,436
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31255,644
Net shortfall amortization installment of oustanding balance2017-12-31106,315
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31273,102
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31273,102
Contributions allocatedtoward minimum required contributions for current year2017-12-31289,436
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ZHEALTH, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31877,395
Acturial value of plan assets2016-12-31877,395
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-317,589
Active participant vested funding target2016-12-31801,459
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-31801,459
Total participant count2016-12-3111
Total funding target for all participants2016-12-31809,048
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31211,401
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31211,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31250,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31241,593
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31245,413
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31177,066
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31177,066
Contributions allocatedtoward minimum required contributions for current year2016-12-31241,593
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ZHEALTH, LLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ZHEALTH, LLC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011

Financial Data on ZHEALTH, LLC CASH BALANCE PLAN

Measure Date Value
2022 : ZHEALTH, LLC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources2022-12-31$101,968
Expenses. Total of all expenses incurred2022-12-31$203,102
Benefits paid (including direct rollovers)2022-12-31$200,000
Total plan assets at end of year2022-12-31$723,477
Total plan assets at beginning of year2022-12-31$824,611
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-178,032
Net income (gross income less expenses)2022-12-31$-101,134
Net plan assets at end of year (total assets less liabilities)2022-12-31$723,477
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$824,611
Assets. Value of assets in partnership/joint-venture interests2022-12-31$10,701
Total contributions received or receivable from employer(s)2022-12-31$280,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,102
2021 : ZHEALTH, LLC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources2021-12-31$212,168
Expenses. Total of all expenses incurred2021-12-31$122,669
Benefits paid (including direct rollovers)2021-12-31$120,000
Total plan assets at end of year2021-12-31$824,611
Total plan assets at beginning of year2021-12-31$735,112
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$142,168
Net income (gross income less expenses)2021-12-31$89,499
Net plan assets at end of year (total assets less liabilities)2021-12-31$824,611
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$735,112
Assets. Value of assets in partnership/joint-venture interests2021-12-31$50,000
Total contributions received or receivable from employer(s)2021-12-31$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,669
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ZHEALTH, LLC CASH BALANCE PLAN 2020 401k financial data
Total income from all sources2020-12-31$263,923
Expenses. Total of all expenses incurred2020-12-31$508,307
Benefits paid (including direct rollovers)2020-12-31$504,123
Total plan assets at end of year2020-12-31$735,112
Total plan assets at beginning of year2020-12-31$979,496
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$183,923
Net income (gross income less expenses)2020-12-31$-244,384
Net plan assets at end of year (total assets less liabilities)2020-12-31$735,112
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$979,496
Assets. Value of assets in partnership/joint-venture interests2020-12-31$50,000
Total contributions received or receivable from employer(s)2020-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ZHEALTH, LLC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources2019-12-31$447,817
Expenses. Total of all expenses incurred2019-12-31$909,967
Benefits paid (including direct rollovers)2019-12-31$902,923
Total plan assets at end of year2019-12-31$979,496
Total plan assets at beginning of year2019-12-31$1,441,646
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$247,817
Net income (gross income less expenses)2019-12-31$-462,150
Net plan assets at end of year (total assets less liabilities)2019-12-31$979,496
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,441,646
Assets. Value of assets in partnership/joint-venture interests2019-12-31$50,000
Total contributions received or receivable from employer(s)2019-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,044
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ZHEALTH, LLC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources2018-12-31$127,682
Expenses. Total of all expenses incurred2018-12-31$7,801
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,441,646
Total plan assets at beginning of year2018-12-31$1,321,765
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-97,318
Net income (gross income less expenses)2018-12-31$119,881
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,441,646
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,321,765
Assets. Value of assets in partnership/joint-venture interests2018-12-31$50,000
Total contributions received or receivable from employer(s)2018-12-31$225,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ZHEALTH, LLC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources2017-12-31$200,473
Expenses. Total of all expenses incurred2017-12-31$6,103
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,321,765
Total plan assets at beginning of year2017-12-31$1,127,395
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$-99,527
Net income (gross income less expenses)2017-12-31$194,370
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,321,765
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,127,395
Total contributions received or receivable from employer(s)2017-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ZHEALTH, LLC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources2016-12-31$157,645
Expenses. Total of all expenses incurred2016-12-31$2,949
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,127,395
Total plan assets at beginning of year2016-12-31$972,699
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of loans (other than to participants)2016-12-31$100,000
Other income received2016-12-31$-92,355
Net income (gross income less expenses)2016-12-31$154,696
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,127,395
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$972,699
Total contributions received or receivable from employer(s)2016-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ZHEALTH, LLC CASH BALANCE PLAN 2015 401k financial data
Total income from all sources2015-12-31$441,810
Expenses. Total of all expenses incurred2015-12-31$1,780
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$972,699
Total plan assets at beginning of year2015-12-31$532,669
Value of fidelity bond covering the plan2015-12-31$150,000
Other income received2015-12-31$191,810
Net income (gross income less expenses)2015-12-31$440,030
Net plan assets at end of year (total assets less liabilities)2015-12-31$972,699
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$532,669
Total contributions received or receivable from employer(s)2015-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ZHEALTH, LLC CASH BALANCE PLAN 2014 401k financial data
Total income from all sources2014-12-31$273,926
Expenses. Total of all expenses incurred2014-12-31$438
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$532,669
Total plan assets at beginning of year2014-12-31$259,181
Other income received2014-12-31$-6,074
Net income (gross income less expenses)2014-12-31$273,488
Net plan assets at end of year (total assets less liabilities)2014-12-31$532,669
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$259,181
Total contributions received or receivable from employer(s)2014-12-31$280,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$438
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for ZHEALTH, LLC CASH BALANCE PLAN

2022: ZHEALTH, LLC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZHEALTH, LLC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZHEALTH, LLC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZHEALTH, LLC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZHEALTH, LLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZHEALTH, LLC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZHEALTH, LLC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZHEALTH, LLC CASH BALANCE PLAN 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: ZHEALTH, LLC CASH BALANCE PLAN 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

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