401k Plan data: THE ZODIAC GROUP 401(K) PLAN plan

THE ZODIAC GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE ZODIAC GROUP 401(K) PLAN
Plan identification number	002

THE ZODIAC GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ZODIAC GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE ZODIAC GROUP, INC.

Employer identification number (EIN): 650402602

NAIC Classification: 713900

Additional information about THE ZODIAC GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1993-04-19

Company Identification Number: P93000028507

Legal Registered Office Address: 381 MOORINGS DRIVE

LANTANA

33462

More information about THE ZODIAC GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ZODIAC GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DANIEL FELGER 2024-07-23 DANIEL FELGER 2024-07-23
002 2022-01-01 DANIEL FELGER 2023-07-06 DANIEL FELGER 2023-07-06
002 2021-01-01 DANIEL FELGER 2023-01-05 DANIEL FELGER 2023-01-05
002 2020-01-01 DANIEL FELGER 2021-10-06 DANIEL FELGER 2021-10-06
002 2019-01-01 DAVID FELGER 2020-09-21 DAVID FELGER 2020-09-21
002 2018-01-01 DAVID FELGER 2019-07-25 DAVID FELGER 2019-07-25
002 2017-01-01
002 2016-01-01 DAVID FELGER
002 2015-01-01 DAVID FELGER
002 2014-01-01 DAVID FELGER
002 2013-01-01 DAVID FELGER DAVID FELGER 2014-09-12
002 2012-01-01 DAVID FELGER DAVID FELGER 2013-05-08
002 2011-01-01 DAVID FELGER DAVID FELGER 2012-07-18
002 2010-01-01 DAVID FELGER DAVID FELGER 2011-09-07
002 2009-01-01 DAVID FELGER DAVID FELGER 2010-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DANIEL FELGER	2024-07-23	DANIEL FELGER	2024-07-23
002	2022-01-01	DANIEL FELGER	2023-07-06	DANIEL FELGER	2023-07-06
002	2021-01-01	DANIEL FELGER	2023-01-05	DANIEL FELGER	2023-01-05
002	2020-01-01	DANIEL FELGER	2021-10-06	DANIEL FELGER	2021-10-06
002	2019-01-01	DAVID FELGER	2020-09-21	DAVID FELGER	2020-09-21
002	2018-01-01	DAVID FELGER	2019-07-25	DAVID FELGER	2019-07-25
002	2017-01-01
002	2016-01-01	DAVID FELGER
002	2015-01-01	DAVID FELGER
002	2014-01-01	DAVID FELGER
002	2013-01-01	DAVID FELGER		DAVID FELGER	2014-09-12
002	2012-01-01	DAVID FELGER		DAVID FELGER	2013-05-08
002	2011-01-01	DAVID FELGER		DAVID FELGER	2012-07-18
002	2010-01-01	DAVID FELGER		DAVID FELGER	2011-09-07
002	2009-01-01	DAVID FELGER		DAVID FELGER	2010-08-30

Financial Data on THE ZODIAC GROUP 401(K) PLAN

Measure	Date	Value
2023 : THE ZODIAC GROUP 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$264,486
Expenses. Total of all expenses incurred	2023-12-31	$59,543
Benefits paid (including direct rollovers)	2023-12-31	$59,543
Total plan assets at end of year	2023-12-31	$1,182,469
Total plan assets at beginning of year	2023-12-31	$977,526
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$56,100
Other income received	2023-12-31	$168,386
Net income (gross income less expenses)	2023-12-31	$204,943
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,182,469
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$977,526
Assets. Value of participant loans	2023-12-31	$25,085
Total contributions received or receivable from employer(s)	2023-12-31	$40,000
2022 : THE ZODIAC GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-120,610
Expenses. Total of all expenses incurred	2022-12-31	$30,538
Benefits paid (including direct rollovers)	2022-12-31	$30,538
Total plan assets at end of year	2022-12-31	$977,526
Total plan assets at beginning of year	2022-12-31	$1,128,674
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$59,474
Other income received	2022-12-31	$-219,834
Net income (gross income less expenses)	2022-12-31	$-151,148
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$977,526
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,128,674
Assets. Value of participant loans	2022-12-31	$37,274
Total contributions received or receivable from employer(s)	2022-12-31	$39,750
2021 : THE ZODIAC GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$60,000
Expenses. Total of all expenses incurred	2021-12-31	$34,188
Benefits paid (including direct rollovers)	2021-12-31	$34,188
Total plan assets at end of year	2021-12-31	$1,128,674
Total plan assets at beginning of year	2021-12-31	$1,102,862
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$38,355
Other income received	2021-12-31	$-7,460
Net income (gross income less expenses)	2021-12-31	$25,812
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,128,674
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,102,862
Assets. Value of participant loans	2021-12-31	$48,942
Total contributions received or receivable from employer(s)	2021-12-31	$29,105
2020 : THE ZODIAC GROUP 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-177,150
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,102,862
Total plan assets at beginning of year	2020-12-31	$1,280,012
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$11,468
Other income received	2020-12-31	$-199,786
Net income (gross income less expenses)	2020-12-31	$-177,150
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,102,862
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,280,012
Assets. Value of participant loans	2020-12-31	$78,322
Total contributions received or receivable from employer(s)	2020-12-31	$11,168
2019 : THE ZODIAC GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$54,997
Expenses. Total of all expenses incurred	2019-12-31	$35,000
Benefits paid (including direct rollovers)	2019-12-31	$35,000
Total plan assets at end of year	2019-12-31	$1,280,012
Total plan assets at beginning of year	2019-12-31	$1,260,015
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$3,971
Other income received	2019-12-31	$51,026
Net income (gross income less expenses)	2019-12-31	$19,997
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,280,012
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,260,015
Assets. Value of participant loans	2019-12-31	$46,925
2018 : THE ZODIAC GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-18,470
Expenses. Total of all expenses incurred	2018-12-31	$36,050
Benefits paid (including direct rollovers)	2018-12-31	$36,050
Total plan assets at end of year	2018-12-31	$1,260,015
Total plan assets at beginning of year	2018-12-31	$1,314,535
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$3,875
Other income received	2018-12-31	$-22,345
Net income (gross income less expenses)	2018-12-31	$-54,520
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,260,015
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,314,535
Assets. Value of participant loans	2018-12-31	$56,319
2017 : THE ZODIAC GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$40,487
Expenses. Total of all expenses incurred	2017-12-31	$83,000
Benefits paid (including direct rollovers)	2017-12-31	$83,000
Total plan assets at end of year	2017-12-31	$1,314,535
Total plan assets at beginning of year	2017-12-31	$1,357,048
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$3,658
Other income received	2017-12-31	$36,829
Net income (gross income less expenses)	2017-12-31	$-42,513
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,314,535
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,357,048
Assets. Value of participant loans	2017-12-31	$46,265
2016 : THE ZODIAC GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-7,618
Expenses. Total of all expenses incurred	2016-12-31	$55,000
Benefits paid (including direct rollovers)	2016-12-31	$55,000
Total plan assets at end of year	2016-12-31	$1,357,048
Total plan assets at beginning of year	2016-12-31	$1,419,666
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$3,658
Other income received	2016-12-31	$-11,276
Net income (gross income less expenses)	2016-12-31	$-62,618
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,357,048
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,419,666
Assets. Value of participant loans	2016-12-31	$34,484
2015 : THE ZODIAC GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$130,718
Expenses. Total of all expenses incurred	2015-12-31	$40,665
Benefits paid (including direct rollovers)	2015-12-31	$40,665
Total plan assets at end of year	2015-12-31	$1,419,666
Total plan assets at beginning of year	2015-12-31	$1,329,613
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$21,173
Other income received	2015-12-31	$-26,523
Net income (gross income less expenses)	2015-12-31	$90,053
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,419,666
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,329,613
Assets. Value of participant loans	2015-12-31	$52,997
Total contributions received or receivable from employer(s)	2015-12-31	$136,068
2014 : THE ZODIAC GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-4,110
Expenses. Total of all expenses incurred	2014-12-31	$40,555
Benefits paid (including direct rollovers)	2014-12-31	$40,555
Total plan assets at end of year	2014-12-31	$1,329,613
Total plan assets at beginning of year	2014-12-31	$1,374,278
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$3,658
Other income received	2014-12-31	$-7,768
Net income (gross income less expenses)	2014-12-31	$-44,665
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,329,613
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,374,278
Assets. Value of participant loans	2014-12-31	$71,957
2013 : THE ZODIAC GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$283,647
Expenses. Total of all expenses incurred	2013-12-31	$93,900
Benefits paid (including direct rollovers)	2013-12-31	$49,220
Total plan assets at end of year	2013-12-31	$1,374,278
Total plan assets at beginning of year	2013-12-31	$1,184,531
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$3,533
Expenses. Other expenses not covered elsewhere	2013-12-31	$44,680
Other income received	2013-12-31	$280,114
Net income (gross income less expenses)	2013-12-31	$189,747
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,374,278
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,184,531
Assets. Value of participant loans	2013-12-31	$7,087
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
2012 : THE ZODIAC GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-96,256
Expenses. Total of all expenses incurred	2012-12-31	$37,066
Benefits paid (including direct rollovers)	2012-12-31	$37,066
Total plan assets at end of year	2012-12-31	$1,184,531
Total plan assets at beginning of year	2012-12-31	$1,317,853
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$3,408
Other income received	2012-12-31	$-99,664
Net income (gross income less expenses)	2012-12-31	$-133,322
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,184,531
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,317,853
Assets. Value of participant loans	2012-12-31	$13,485
Assets. Value of real-estate (other than employer real property)	2012-12-31	$660,000
2011 : THE ZODIAC GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-93,406
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,317,853
Total plan assets at beginning of year	2011-12-31	$1,411,259
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$3,408
Other income received	2011-12-31	$-96,814
Net income (gross income less expenses)	2011-12-31	$-93,406
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,317,853
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,411,259
Assets. Value of participant loans	2011-12-31	$31,069
Assets. Value of real-estate (other than employer real property)	2011-12-31	$768,000
2010 : THE ZODIAC GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$48,131
Expenses. Total of all expenses incurred	2010-12-31	$19,743
Benefits paid (including direct rollovers)	2010-12-31	$19,743
Total plan assets at end of year	2010-12-31	$1,411,259
Total plan assets at beginning of year	2010-12-31	$1,382,871
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$4,960
Other income received	2010-12-31	$43,171
Net income (gross income less expenses)	2010-12-31	$28,388
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,411,259
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,382,871
Assets. Value of participant loans	2010-12-31	$47,952
Assets. Value of real-estate (other than employer real property)	2010-12-31	$863,000

Form 5500 Responses for THE ZODIAC GROUP 401(K) PLAN

2023: THE ZODIAC GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE ZODIAC GROUP 401(K) 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 – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE ZODIAC GROUP 401(K) 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 – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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: THE ZODIAC GROUP 401(K) 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

22992

Policy instance

Insurance contract or identification number	22992
Number of Individuals Covered	3
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

C64-80015

Policy instance

Insurance contract or identification number	C64-80015
Number of Individuals Covered	3
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

C64-80015

Policy instance

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

671121

Policy instance

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

E67 1121

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670038

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670038

Policy instance

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

7780935

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670038

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670038

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670038

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP64816

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP64816

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670038

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

670038

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP64816

Policy instance

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE ZODIAC GROUP, INC.
Employer identification number (EIN):	650402602
NAIC Classification:	713900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1993-04-19
Company Identification Number:	P93000028507
Legal Registered Office Address:	381 MOORINGS DRIVE LANTANA 33462