401k Plan data: ZOGG BENEFITS, INC. 401(K) PLAN plan

ZOGG BENEFITS, INC. 401(K) PLAN 401k Plan overview

Plan Name	ZOGG BENEFITS, INC. 401(K) PLAN
Plan identification number	001

ZOGG BENEFITS, INC. 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.

401k Sponsoring company profile

ZOGG BENEFITS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ZOGG BENEFITS, INC.

Employer identification number (EIN): 752604075

NAIC Classification: 541214
NAIC Description: Payroll Services

Additional information about ZOGG BENEFITS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1998-10-22

Company Identification Number: 0150965400

Legal Registered Office Address: 4648 ARCADY AVE

DALLAS
United States of America (USA)
75209

More information about ZOGG BENEFITS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZOGG BENEFITS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 CARRLEE HOWARD
001 2017-01-01 CARRLEE HOWARD
001 2016-01-01 CARRLEE HOWARD
001 2015-01-01 CARRLEE HOWARD
001 2014-01-01 CARRLEE HOWARD
001 2013-01-01 CARRLEE HOWARD
001 2012-01-01 CARRLEE HOWARD
001 2011-01-01 CARRLEE HOWARD
001 2010-01-01 CARRLEE HOWARD
001 2009-01-01 CLARK BASINGER

Plan Statistics for ZOGG BENEFITS, INC. 401(K) PLAN

401k plan membership statisitcs for ZOGG BENEFITS, INC. 401(K) PLAN

Measure Date Value
2018: ZOGG BENEFITS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,403
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,302
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 276
Total of all active and inactive participants 2018-01-01 2,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,578
Number of participants with account balances 2018-01-01 745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ZOGG BENEFITS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,529
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,139
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 276
Total of all active and inactive participants 2017-01-01 2,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2,415
Number of participants with account balances 2017-01-01 743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ZOGG BENEFITS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,191
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,018
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 255
Total of all active and inactive participants 2016-01-01 2,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2,273
Number of participants with account balances 2016-01-01 682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ZOGG BENEFITS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,197
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,806
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 286
Total of all active and inactive participants 2015-01-01 2,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2,092
Number of participants with account balances 2015-01-01 730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: ZOGG BENEFITS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,740
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,911
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,920
Number of participants with account balances 2014-01-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 32
2013: ZOGG BENEFITS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,473
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,620
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 120
Total of all active and inactive participants 2013-01-01 1,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,740
Number of participants with account balances 2013-01-01 529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 34
2012: ZOGG BENEFITS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,353
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 110
Total of all active and inactive participants 2012-01-01 1,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,463
Number of participants with account balances 2012-01-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: ZOGG BENEFITS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 930
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,033
Number of retired or separated participants receiving benefits 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 116
Total of all active and inactive participants 2011-01-01 1,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,158
Number of participants with account balances 2011-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: ZOGG BENEFITS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 887
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 797
Number of retired or separated participants receiving benefits 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 122
Total of all active and inactive participants 2010-01-01 925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 925
Number of participants with account balances 2010-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 37
2009: ZOGG BENEFITS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 763
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 804
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 80
Total of all active and inactive participants 2009-01-01 884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 884
Number of participants with account balances 2009-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 22

Measure	Date	Value
2018: ZOGG BENEFITS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,403
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,302
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	276
Total of all active and inactive participants	2018-01-01	2,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,578
Number of participants with account balances	2018-01-01	745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ZOGG BENEFITS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,529
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,139
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	276
Total of all active and inactive participants	2017-01-01	2,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2,415
Number of participants with account balances	2017-01-01	743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ZOGG BENEFITS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,191
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,018
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	255
Total of all active and inactive participants	2016-01-01	2,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2,273
Number of participants with account balances	2016-01-01	682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ZOGG BENEFITS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,197
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,806
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	286
Total of all active and inactive participants	2015-01-01	2,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2,092
Number of participants with account balances	2015-01-01	730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: ZOGG BENEFITS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,740
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,911
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,920
Number of participants with account balances	2014-01-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	32
2013: ZOGG BENEFITS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,473
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,620
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	120
Total of all active and inactive participants	2013-01-01	1,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,740
Number of participants with account balances	2013-01-01	529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	34
2012: ZOGG BENEFITS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,353
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	110
Total of all active and inactive participants	2012-01-01	1,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,463
Number of participants with account balances	2012-01-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: ZOGG BENEFITS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	930
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,033
Number of retired or separated participants receiving benefits	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	116
Total of all active and inactive participants	2011-01-01	1,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,158
Number of participants with account balances	2011-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: ZOGG BENEFITS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	887
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	797
Number of retired or separated participants receiving benefits	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	122
Total of all active and inactive participants	2010-01-01	925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	925
Number of participants with account balances	2010-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	37
2009: ZOGG BENEFITS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	763
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	804
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	80
Total of all active and inactive participants	2009-01-01	884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	884
Number of participants with account balances	2009-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	22

Financial Data on ZOGG BENEFITS, INC. 401(K) PLAN

Measure	Date	Value
2018 : ZOGG BENEFITS, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$80,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$120,266
Total income from all sources (including contributions)	2018-12-31	$1,998,315
Total of all expenses incurred	2018-12-31	$4,098,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,036,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,124,239
Value of total assets at end of year	2018-12-31	$34,897,695
Value of total assets at beginning of year	2018-12-31	$37,037,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$61,937
Total interest from all sources	2018-12-31	$22,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,028,922
Participant contributions at end of year	2018-12-31	$362,427
Participant contributions at beginning of year	2018-12-31	$394,136
Participant contributions at end of year	2018-12-31	$51,262
Participant contributions at beginning of year	2018-12-31	$32,481
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$401,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$80,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$120,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,100,276
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$34,816,975
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,917,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$30,434,029
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$30,988,091
Interest on participant loans	2018-12-31	$22,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,683,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,275,116
Net investment gain/loss from pooled separate accounts	2018-12-31	$-2,148,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$693,424
Employer contributions (assets) at end of year	2018-12-31	$365,990
Employer contributions (assets) at beginning of year	2018-12-31	$347,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,036,654
Contract administrator fees	2018-12-31	$61,937
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2018-12-31	752608885
2017 : ZOGG BENEFITS, INC. 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$200,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$120,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$101,187
Total income from all sources (including contributions)	2017-12-31	$8,643,148
Total of all expenses incurred	2017-12-31	$2,844,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,642,724
Value of total corrective distributions	2017-12-31	$120,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,088,932
Value of total assets at end of year	2017-12-31	$37,037,517
Value of total assets at beginning of year	2017-12-31	$31,019,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$81,719
Total interest from all sources	2017-12-31	$16,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,015,910
Participant contributions at end of year	2017-12-31	$394,136
Participant contributions at beginning of year	2017-12-31	$300,803
Participant contributions at end of year	2017-12-31	$32,481
Participant contributions at beginning of year	2017-12-31	$38,667
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$278,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$120,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$101,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,798,439
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,917,251
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$30,918,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$30,988,091
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$25,616,596
Interest on participant loans	2017-12-31	$16,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,275,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,725,243
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,537,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$794,623
Employer contributions (assets) at end of year	2017-12-31	$347,693
Employer contributions (assets) at beginning of year	2017-12-31	$338,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,642,724
Contract administrator fees	2017-12-31	$81,719
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2017-12-31	752608885
2016 : ZOGG BENEFITS, INC. 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$4,851,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$101,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$140,125
Total income from all sources (including contributions)	2016-12-31	$5,588,789
Total of all expenses incurred	2016-12-31	$2,415,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,091,244
Expenses. Certain deemed distributions of participant loans	2016-12-31	$239,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,924,993
Value of total assets at end of year	2016-12-31	$31,019,942
Value of total assets at beginning of year	2016-12-31	$32,737,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$85,135
Total interest from all sources	2016-12-31	$16,993
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$85,135
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,659,665
Participant contributions at end of year	2016-12-31	$300,803
Participant contributions at beginning of year	2016-12-31	$588,401
Participant contributions at end of year	2016-12-31	$38,667
Participant contributions at beginning of year	2016-12-31	$60,883
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$464,132
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$101,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$140,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,173,009
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$30,918,755
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$32,597,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$25,616,596
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$27,334,594
Interest on participant loans	2016-12-31	$16,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,725,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,360,840
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,646,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$801,196
Employer contributions (assets) at end of year	2016-12-31	$338,633
Employer contributions (assets) at beginning of year	2016-12-31	$392,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,091,244
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2016-12-31	752608885
2015 : ZOGG BENEFITS, INC. 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$43,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$140,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$35,216
Total income from all sources (including contributions)	2015-12-31	$7,272,513
Total of all expenses incurred	2015-12-31	$5,770,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,393,125
Expenses. Certain deemed distributions of participant loans	2015-12-31	$108,730
Value of total corrective distributions	2015-12-31	$140,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,552,889
Value of total assets at end of year	2015-12-31	$32,737,290
Value of total assets at beginning of year	2015-12-31	$31,173,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$128,505
Total interest from all sources	2015-12-31	$32,130
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$123,529
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,113,328
Participant contributions at end of year	2015-12-31	$588,401
Participant contributions at beginning of year	2015-12-31	$625,469
Participant contributions at end of year	2015-12-31	$60,883
Participant contributions at beginning of year	2015-12-31	$46,928
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,676,512
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$140,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$35,216
Administrative expenses (other) incurred	2015-12-31	$4,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,502,028
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$32,597,165
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$31,138,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$27,334,594
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$26,568,730
Interest on participant loans	2015-12-31	$32,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,360,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,277,684
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-312,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,763,049
Employer contributions (assets) at end of year	2015-12-31	$392,572
Employer contributions (assets) at beginning of year	2015-12-31	$654,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,393,125
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2015-12-31	752608885
2014 : ZOGG BENEFITS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$5,909,888
Total transfer of assets from this plan	2014-12-31	$472,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$35,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$16,981
Total income from all sources (including contributions)	2014-12-31	$8,075,279
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,347,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,169,991
Value of total corrective distributions	2014-12-31	$35,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,010,182
Value of total assets at end of year	2014-12-31	$31,173,538
Value of total assets at beginning of year	2014-12-31	$18,990,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$142,242
Total interest from all sources	2014-12-31	$25,865
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,560,276
Participant contributions at end of year	2014-12-31	$625,469
Participant contributions at beginning of year	2014-12-31	$303,718
Participant contributions at end of year	2014-12-31	$46,928
Participant contributions at beginning of year	2014-12-31	$32,089
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$772,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$35,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$16,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$6,727,830
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$31,138,322
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,973,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$26,568,730
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$16,317,348
Interest on participant loans	2014-12-31	$25,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,277,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,971,096
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,039,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,677,422
Employer contributions (assets) at end of year	2014-12-31	$654,727
Employer contributions (assets) at beginning of year	2014-12-31	$365,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,169,991
Contract administrator fees	2014-12-31	$142,242
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2014-12-31	752608885
2013 : ZOGG BENEFITS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$485,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$19,261
Total income from all sources (including contributions)	2013-12-31	$6,273,131
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$793,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$643,976
Expenses. Certain deemed distributions of participant loans	2013-12-31	$9,684
Value of total corrective distributions	2013-12-31	$16,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,475,539
Value of total assets at end of year	2013-12-31	$18,990,131
Value of total assets at beginning of year	2013-12-31	$13,026,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$122,406
Total interest from all sources	2013-12-31	$17,873
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,232,606
Participant contributions at end of year	2013-12-31	$303,718
Participant contributions at beginning of year	2013-12-31	$261,578
Participant contributions at end of year	2013-12-31	$32,089
Participant contributions at beginning of year	2013-12-31	$119,346
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$442,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$16,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$19,261
Administrative expenses (other) incurred	2013-12-31	$9,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,480,085
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,973,150
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,007,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$16,317,348
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,414,388
Interest on participant loans	2013-12-31	$17,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,971,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,733,996
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,779,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$800,089
Employer contributions (assets) at end of year	2013-12-31	$365,880
Employer contributions (assets) at beginning of year	2013-12-31	$497,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$643,976
Contract administrator fees	2013-12-31	$112,944
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2013-12-31	752608885
2012 : ZOGG BENEFITS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$307,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$19,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$21,250
Total income from all sources (including contributions)	2012-12-31	$4,032,152
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$909,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$787,953
Value of total corrective distributions	2012-12-31	$19,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,859,693
Value of total assets at end of year	2012-12-31	$13,026,393
Value of total assets at beginning of year	2012-12-31	$10,212,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$101,806
Total interest from all sources	2012-12-31	$8,093
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,761,292
Participant contributions at end of year	2012-12-31	$261,578
Participant contributions at beginning of year	2012-12-31	$170,878
Participant contributions at end of year	2012-12-31	$119,346
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$517,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$19,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$21,250
Administrative expenses (other) incurred	2012-12-31	$17,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,123,132
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,007,132
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,191,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,414,388
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,162,615
Interest on participant loans	2012-12-31	$8,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,733,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,554,961
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,164,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$581,393
Employer contributions (assets) at end of year	2012-12-31	$497,085
Employer contributions (assets) at beginning of year	2012-12-31	$324,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$787,953
Contract administrator fees	2012-12-31	$83,879
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2012-12-31	752608885
2011 : ZOGG BENEFITS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$32,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$21,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$37,208
Total income from all sources (including contributions)	2011-12-31	$1,453,369
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$608,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$515,645
Value of total corrective distributions	2011-12-31	$21,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,601,767
Value of total assets at end of year	2011-12-31	$10,212,696
Value of total assets at beginning of year	2011-12-31	$9,350,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$71,208
Total interest from all sources	2011-12-31	$6,865
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,224,978
Participant contributions at end of year	2011-12-31	$170,878
Participant contributions at beginning of year	2011-12-31	$171,004
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$68,390
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$52,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$21,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$37,208
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$845,266
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,191,446
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,313,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,162,615
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,640,520
Interest on participant loans	2011-12-31	$6,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,554,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,211,320
Net investment gain/loss from pooled separate accounts	2011-12-31	$-155,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$324,159
Employer contributions (assets) at end of year	2011-12-31	$324,242
Employer contributions (assets) at beginning of year	2011-12-31	$259,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$515,645
Contract administrator fees	2011-12-31	$71,208
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2011-12-31	752608885
2010 : ZOGG BENEFITS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$161,812
Total transfer of assets from this plan	2010-12-31	$195,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$37,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$34,489
Total income from all sources (including contributions)	2010-12-31	$2,399,394
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,747,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,664,289
Value of total corrective distributions	2010-12-31	$37,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,448,518
Value of total assets at end of year	2010-12-31	$9,350,483
Value of total assets at beginning of year	2010-12-31	$8,729,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$45,937
Total interest from all sources	2010-12-31	$6,809
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,163,248
Participant contributions at end of year	2010-12-31	$171,004
Participant contributions at beginning of year	2010-12-31	$106,941
Participant contributions at end of year	2010-12-31	$68,390
Participant contributions at beginning of year	2010-12-31	$66,734
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$62,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$37,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$34,489
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$651,960
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,313,275
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,695,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$7,640,520
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,784,326
Interest on participant loans	2010-12-31	$6,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,211,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$484,077
Net investment gain/loss from pooled separate accounts	2010-12-31	$944,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$222,887
Employer contributions (assets) at end of year	2010-12-31	$259,249
Employer contributions (assets) at beginning of year	2010-12-31	$287,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,664,289
Contract administrator fees	2010-12-31	$45,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TURNER STONE & COMPANY
Accountancy firm EIN	2010-12-31	752608885
2009 : ZOGG BENEFITS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ZOGG BENEFITS, INC. 401(K) PLAN

2018: ZOGG BENEFITS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ZOGG BENEFITS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	Yes
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: ZOGG BENEFITS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
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: ZOGG BENEFITS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
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: ZOGG BENEFITS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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: ZOGG BENEFITS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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: ZOGG BENEFITS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: ZOGG BENEFITS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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: ZOGG BENEFITS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	Yes
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 - Trust	Yes
2009: ZOGG BENEFITS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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 - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932224

Policy instance

Insurance contract or identification number	932224
Number of Individuals Covered	745
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932224

Policy instance

Insurance contract or identification number	932224
Number of Individuals Covered	743
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $285
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES PLANNING CORP

Potentially related plans

ZOGG BENEFITS, INC. [EIN = 752787564]

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Company Name:	ZOGG BENEFITS, INC.
Employer identification number (EIN):	752604075
NAIC Classification:	541214
NAIC Description:	Payroll Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1998-10-22
Company Identification Number:	0150965400
Legal Registered Office Address:	4648 ARCADY AVE DALLAS United States of America (USA) 75209

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01
001	2017-01-01	CARRLEE HOWARD
001	2017-01-01	CARRLEE HOWARD
001	2016-01-01	CARRLEE HOWARD
001	2015-01-01	CARRLEE HOWARD
001	2014-01-01	CARRLEE HOWARD
001	2013-01-01	CARRLEE HOWARD
001	2012-01-01	CARRLEE HOWARD
001	2011-01-01	CARRLEE HOWARD
001	2010-01-01	CARRLEE HOWARD
001	2009-01-01	CLARK BASINGER