Plan Name | ZALL ENTERPRISES, INC. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ZALL ENTERPRISES, INC. |
Employer identification number (EIN): | 813764816 |
NAIC Classification: | 327900 |
Additional information about ZALL ENTERPRISES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2016-09-02 |
Company Identification Number: | 0802534321 |
Legal Registered Office Address: |
PO BOX 868 BUDA United States of America (USA) 78610 |
More information about ZALL ENTERPRISES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | CHARLES PHILLIPS | 2024-04-05 | CHARLES PHILLIPS | 2024-04-05 |
002 | 2022-01-01 | CHARLES F. PHILLIPS JR. | 2023-05-22 | ||
002 | 2021-01-01 |
Measure | Date | Value |
---|---|---|
2021: ZALL ENTERPRISES, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 50 |
Number of participants with account balances | 2021-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : ZALL ENTERPRISES, INC. 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $500,491 |
Total income from all sources | 2021-12-31 | $35,246 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,848 |
Benefits paid (including direct rollovers) | 2021-12-31 | $3,788 |
Total plan assets at end of year | 2021-12-31 | $531,889 |
Total plan assets at beginning of year | 2021-12-31 | $0 |
Value of fidelity bond covering the plan | 2021-12-31 | $75,000 |
Total contributions received or receivable from participants | 2021-12-31 | $10,257 |
Other income received | 2021-12-31 | $16,747 |
Net income (gross income less expenses) | 2021-12-31 | $31,398 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $531,889 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
Assets. Value of participant loans | 2021-12-31 | $15,668 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $8,242 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $60 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2021: ZALL ENTERPRISES, INC. 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | First time form 5500 has been submitted | Yes |
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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |