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MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 401k Plan overview

Plan NameMOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN
Plan identification number 001

MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

MOZZETTI, INC. AN ACCOUNTANCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MOZZETTI, INC. AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):770453296
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BEN MOZZETTI2015-10-02
0012013-01-01BEN MOZZETTI, JR.
0012012-01-01BEN MOZZETTI, JR.
0012011-01-01BEN MOZZETTI JR
0012010-01-01BEN MOZZETTI JR
0012009-01-01BEN MOZZETTI JR

Plan Statistics for MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN

401k plan membership statisitcs for MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN

Measure Date Value
2013: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
2010: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN

Measure Date Value
2013 : MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$110,064
Expenses. Total of all expenses incurred2013-12-31$7,817
Total plan assets at end of year2013-12-31$635,936
Total plan assets at beginning of year2013-12-31$533,689
Other income received2013-12-31$110,064
Net income (gross income less expenses)2013-12-31$102,247
Net plan assets at end of year (total assets less liabilities)2013-12-31$635,936
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$533,689
Assets. Value of participant loans2013-12-31$21,332
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,817
2012 : MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$60,354
Expenses. Total of all expenses incurred2012-12-31$7,339
Total plan assets at end of year2012-12-31$533,689
Total plan assets at beginning of year2012-12-31$480,674
Expenses. Other expenses not covered elsewhere2012-12-31$7,339
Other income received2012-12-31$60,354
Net income (gross income less expenses)2012-12-31$53,015
Net plan assets at end of year (total assets less liabilities)2012-12-31$533,689
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$480,674
Assets. Value of participant loans2012-12-31$20,661
2011 : MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$7,055
Expenses. Total of all expenses incurred2011-12-31$6,984
Total plan assets at end of year2011-12-31$480,674
Total plan assets at beginning of year2011-12-31$480,603
Expenses. Other expenses not covered elsewhere2011-12-31$6,984
Other income received2011-12-31$-2,945
Net income (gross income less expenses)2011-12-31$71
Net plan assets at end of year (total assets less liabilities)2011-12-31$480,674
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$480,603
Assets. Value of participant loans2011-12-31$10,325
Total contributions received or receivable from employer(s)2011-12-31$10,000
2010 : MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$55,769
Expenses. Total of all expenses incurred2010-12-31$4,258
Total plan assets at end of year2010-12-31$480,603
Total plan assets at beginning of year2010-12-31$429,092
Expenses. Other expenses not covered elsewhere2010-12-31$4,258
Other income received2010-12-31$45,769
Net income (gross income less expenses)2010-12-31$51,511
Net plan assets at end of year (total assets less liabilities)2010-12-31$480,603
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$429,092
Total contributions received or receivable from employer(s)2010-12-31$10,000

Form 5500 Responses for MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN

2013: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MOZZETTI, INC. AN ACCOUNTANCY CORPORATION 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRAVELERS CASUALTY & SURETY CO (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number005BZ103047875
Policy instance 1
Insurance contract or identification number005BZ103047875
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPREMIUM
Insurance broker organization code?3
Insurance broker nameCLAYTON INSURANCE AGENCY
TRAVELERS CASUALTY & SURETY CO (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number005BZ103047875
Policy instance 1
Insurance contract or identification number005BZ103047875
Number of Individuals Covered4
Insurance policy end date2013-05-29
Total amount of fees paid to insurance companyUSD $75
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerPREMIUM
Insurance broker organization code?3
Insurance broker nameCLAYTON INSURANCE AGENCY
TRAVELERS CASUALTY & SURETY CO (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number005BZ103047875
Policy instance 1
Insurance contract or identification number005BZ103047875
Insurance policy start date2010-05-29
Insurance policy end date2013-05-29
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRAVELERS CASUALTY & SURETY CO (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number005BZ103047875
Policy instance 1
Insurance contract or identification number005BZ103047875
Insurance policy start date2010-05-29
Insurance policy end date2013-05-29
Total amount of fees paid to insurance companyUSD $245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees245
Additional information about fees paid to insurance brokerPREMIUM
Insurance broker organization code?3
Insurance broker nameCLAYTON INSURANCE AGENCY

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