EDWARD ZENGEL & SON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 80 |
| Number of participants with account balances | 2020-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 99 |
| Number of participants with account balances | 2019-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 94 |
| Number of participants with account balances | 2018-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 107 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 114 |
| Number of participants with account balances | 2017-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 100 |
| Number of participants with account balances | 2016-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 27 |
| Total participants | 2015-01-01 | 27 |
| Number of participants with account balances | 2015-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 20 |
| Total of all active and inactive participants | 2014-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 49 |
| Number of participants with account balances | 2014-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 44 |
| Total of all active and inactive participants | 2013-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 79 |
| Number of participants with account balances | 2013-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 53 |
| Total of all active and inactive participants | 2012-01-01 | 110 |
| Total participants | 2012-01-01 | 110 |
| Number of participants with account balances | 2012-01-01 | 94 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
| Total of all active and inactive participants | 2011-01-01 | 93 |
| Total participants | 2011-01-01 | 93 |
| Number of participants with account balances | 2011-01-01 | 63 |
| 2009: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 85 |
| Number of participants with account balances | 2009-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $24,107 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,171 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,971 |
| Total plan assets at end of year | 2020-12-31 | $187,505 |
| Total plan assets at beginning of year | 2020-12-31 | $166,569 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $19,307 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $20,936 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $187,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $166,569 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $4,800 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $39,420 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $105,600 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $99,446 |
| Total plan assets at end of year | 2019-12-31 | $166,569 |
| Total plan assets at beginning of year | 2019-12-31 | $232,749 |
| Total contributions received or receivable from participants | 2019-12-31 | $4,800 |
| Other income received | 2019-12-31 | $34,620 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-66,180 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $166,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $232,749 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $5,554 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-13,018 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $21,211 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $20,811 |
| Total plan assets at end of year | 2018-12-31 | $232,748 |
| Total plan assets at beginning of year | 2018-12-31 | $266,977 |
| Total contributions received or receivable from participants | 2018-12-31 | $4,800 |
| Other income received | 2018-12-31 | $-17,818 |
| Net income (gross income less expenses) | 2018-12-31 | $-34,229 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $232,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $266,977 |
| Assets. Value of participant loans | 2018-12-31 | $5,554 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $400 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $36,664 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $19,218 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $18,718 |
| Total plan assets at end of year | 2017-12-31 | $266,977 |
| Total plan assets at beginning of year | 2017-12-31 | $249,531 |
| Total contributions received or receivable from participants | 2017-12-31 | $4,800 |
| Other income received | 2017-12-31 | $31,864 |
| Net income (gross income less expenses) | 2017-12-31 | $17,446 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $266,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $249,531 |
| Assets. Value of participant loans | 2017-12-31 | $5,554 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $16,256 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $15,129 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $9,937 |
| Total plan assets at end of year | 2016-12-31 | $249,531 |
| Total plan assets at beginning of year | 2016-12-31 | $248,404 |
| Total contributions received or receivable from participants | 2016-12-31 | $3,900 |
| Other income received | 2016-12-31 | $12,356 |
| Net income (gross income less expenses) | 2016-12-31 | $1,127 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $249,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $248,404 |
| Assets. Value of participant loans | 2016-12-31 | $6,422 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $4,417 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $775 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-3,765 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $85,723 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $83,515 |
| Total plan assets at end of year | 2015-12-31 | $248,404 |
| Total plan assets at beginning of year | 2015-12-31 | $337,892 |
| Total contributions received or receivable from participants | 2015-12-31 | $800 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $8 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-4,565 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-89,488 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $248,404 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $337,892 |
| Assets. Value of participant loans | 2015-12-31 | $13,344 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $18,888 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $100,181 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $92,795 |
| Total plan assets at end of year | 2014-12-31 | $337,892 |
| Total plan assets at beginning of year | 2014-12-31 | $419,185 |
| Total contributions received or receivable from participants | 2014-12-31 | $2,400 |
| Other income received | 2014-12-31 | $16,488 |
| Net income (gross income less expenses) | 2014-12-31 | $-81,293 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $337,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $419,185 |
| Assets. Value of participant loans | 2014-12-31 | $19,033 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $4,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,896 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $48,555 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $24,985 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $22,965 |
| Total plan assets at end of year | 2013-12-31 | $419,185 |
| Total plan assets at beginning of year | 2013-12-31 | $395,615 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $1,200 |
| Other income received | 2013-12-31 | $47,355 |
| Net income (gross income less expenses) | 2013-12-31 | $23,570 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $419,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $395,615 |
| Assets. Value of participant loans | 2013-12-31 | $28,719 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,020 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $80,923 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $76,373 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $69,637 |
| Total plan assets at end of year | 2012-12-31 | $395,615 |
| Total plan assets at beginning of year | 2012-12-31 | $391,065 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $34,584 |
| Other income received | 2012-12-31 | $46,339 |
| Net income (gross income less expenses) | 2012-12-31 | $4,550 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $395,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $391,065 |
| Assets. Value of participant loans | 2012-12-31 | $28,738 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $4,634 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,102 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-3,781 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $88,857 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $85,125 |
| Total plan assets at end of year | 2011-12-31 | $391,065 |
| Total plan assets at beginning of year | 2011-12-31 | $483,703 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-3,781 |
| Net income (gross income less expenses) | 2011-12-31 | $-92,638 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $391,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $483,703 |
| Assets. Value of participant loans | 2011-12-31 | $31,788 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $1,688 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,044 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $58,024 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $68,685 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $64,814 |
| Total plan assets at end of year | 2010-12-31 | $483,703 |
| Total plan assets at beginning of year | 2010-12-31 | $494,364 |
| Total contributions received or receivable from participants | 2010-12-31 | $150 |
| Other income received | 2010-12-31 | $57,874 |
| Net income (gross income less expenses) | 2010-12-31 | $-10,661 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $483,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $494,364 |
| Assets. Value of participant loans | 2010-12-31 | $38,236 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $3,871 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2020: EDWARD ZENGEL & SON, INC. 401(K) 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 – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EDWARD ZENGEL & SON, INC. 401(K) 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 – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EDWARD ZENGEL & SON, INC. 401(K) 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 – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EDWARD ZENGEL & SON, INC. 401(K) 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EDWARD ZENGEL & SON, INC. 401(K) 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: EDWARD ZENGEL & SON, INC. 401(K) 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: EDWARD ZENGEL & SON, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 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: EDWARD ZENGEL & SON, INC. 401(K) 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: EDWARD ZENGEL & SON, INC. 401(K) 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 |
| 2009: EDWARD ZENGEL & SON, INC. 401(K) 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 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 812279 |
| Policy instance | 1 |
| Insurance contract or identification number | 812279 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 812279 |
| Policy instance | 1 |
| Insurance contract or identification number | 812279 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 812279 |
| Policy instance | 1 |
| Insurance contract or identification number | 812279 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 812279 |
| Policy instance | 1 |
| Insurance contract or identification number | 812279 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 812279 |
| Policy instance | 1 |
| Insurance contract or identification number | 812279 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA806504 |
| Policy instance | 2 |
| Insurance contract or identification number | GA806504 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKERAGE INS |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 812279 |
| Policy instance | 1 |
| Insurance contract or identification number | 812279 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA806504 |
| Policy instance | 2 |
| Insurance contract or identification number | GA806504 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,493 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $1,098 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BROKERAGE INS |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA806504 |
| Policy instance | 1 |
| Insurance contract or identification number | GA806504 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,503 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $1,503 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BRKG INS AGY |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA806504 |
| Policy instance | 1 |
| Insurance contract or identification number | GA806504 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,376 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $1,376 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO WEALTH BRKG INS AGY |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA806504 |
| Policy instance | 1 |
| Insurance contract or identification number | GA806504 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,146 | | Total amount of fees paid to insurance company | USD $0 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA806504 |
| Policy instance | 1 |
| Insurance contract or identification number | GA806504 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $884 | | Total amount of fees paid to insurance company | USD $28 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 28 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Insurance broker name | WELLS FARGO WEALTH BRKG INS AGY |
|
