ZEETO GROUP, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016: ZEETO GROUP, LLC 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 73 |
| 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 | 15 |
| Total of all active and inactive participants | 2016-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 88 |
| Number of participants with account balances | 2016-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ZEETO GROUP, LLC 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 56 |
| 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 | 11 |
| Total of all active and inactive participants | 2015-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 67 |
| Number of participants with account balances | 2015-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ZEETO GROUP, LLC 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 56 |
| Number of participants with account balances | 2014-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : ZEETO GROUP, LLC 401K PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $273,901 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $65,773 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $65,773 |
| Total plan assets at end of year | 2016-12-31 | $513,487 |
| Total plan assets at beginning of year | 2016-12-31 | $305,359 |
| Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $164,634 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $26,627 |
| Other income received | 2016-12-31 | $23,140 |
| Net income (gross income less expenses) | 2016-12-31 | $208,128 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $513,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $305,359 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $59,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ZEETO GROUP, LLC 401K PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $133,251 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $81,261 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $81,261 |
| Total plan assets at end of year | 2015-12-31 | $305,359 |
| Total plan assets at beginning of year | 2015-12-31 | $253,369 |
| Total contributions received or receivable from participants | 2015-12-31 | $111,877 |
| Other income received | 2015-12-31 | $-10,203 |
| Net income (gross income less expenses) | 2015-12-31 | $51,990 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $305,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $253,369 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $31,577 |
| 2014 : ZEETO GROUP, LLC 401K PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $159,130 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $14,075 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $14,075 |
| Total plan assets at end of year | 2014-12-31 | $253,369 |
| Total plan assets at beginning of year | 2014-12-31 | $108,314 |
| Total contributions received or receivable from participants | 2014-12-31 | $125,587 |
| Other income received | 2014-12-31 | $6,407 |
| Net income (gross income less expenses) | 2014-12-31 | $145,055 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $253,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $108,314 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $27,136 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ZEETO GROUP, LLC 401K PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $109,027 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $713 |
| Total plan assets at end of year | 2013-12-31 | $108,314 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Total contributions received or receivable from participants | 2013-12-31 | $50,986 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $32,607 |
| Other income received | 2013-12-31 | $10,046 |
| Net income (gross income less expenses) | 2013-12-31 | $108,314 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $108,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,388 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $713 |
| 2016: ZEETO GROUP, LLC 401K 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: ZEETO GROUP, LLC 401K 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: ZEETO GROUP, LLC 401K 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 |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803646 |
| Policy instance | 1 |
| Insurance contract or identification number | 803646 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,435 | | Total amount of fees paid to insurance company | USD $140 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $1,435 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 140 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | INCENTIVE BENEFITS, INC. |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803646 |
| Policy instance | 1 |
| Insurance contract or identification number | 803646 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $810 | | Total amount of fees paid to insurance company | USD $108 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $810 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 108 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | INCENTIVE BENEFITS, INC. |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 803646 |
| Policy instance | 1 |
| Insurance contract or identification number | 803646 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $815 | | Total amount of fees paid to insurance company | USD $117 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $815 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 117 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | INCENTIVE BENEFITS, INC. |
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