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ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 401k Plan overview

Plan NameZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN
Plan identification number 001

ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ZIMMER GUNSUL FRASCA ARCHITECTS, LLP has sponsored the creation of one or more 401k plans.

Company Name:ZIMMER GUNSUL FRASCA ARCHITECTS, LLP
Employer identification number (EIN):930677469
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about ZIMMER GUNSUL FRASCA ARCHITECTS, LLP

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2006-11-07
Company Identification Number: 39399993

More information about ZIMMER GUNSUL FRASCA ARCHITECTS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARIA LINMAN MARIA LINMAN2018-10-11
0012016-01-01MARIA LINMAN MARIA LINMAN2017-10-03
0012015-01-01MARIA LINMAN MARIA LINMAN2016-10-13
0012014-01-01MARIA LINMAN MARIA LINMAN2015-10-13
0012013-01-01MARIA LINMAN RUDOLPH BURTON2014-10-15
0012012-01-01MARIA LINMAN BOB PACKARD, PARTNER2013-10-14
0012011-01-01MARIA LINMAN JANICE FINNEY2012-10-15
0012010-01-01JANICE FINNEY, PRINCIPAL JANICE FINNEY, PRINCIPAL2011-10-14
0012009-01-01JANICE FINNEY, PRINCIPAL JANICE FINNEY, PRINCIPAL2010-09-14
0012007-01-01JANICE FINNEY JANICE FINNEY2010-10-01

Plan Statistics for ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN

401k plan membership statisitcs for ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN

Measure Date Value
2023: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01988
Total number of active participants reported on line 7a of the Form 55002023-01-01688
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-01300
Total of all active and inactive participants2023-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01993
Number of participants with account balances2023-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0157
2022: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01927
Total number of active participants reported on line 7a of the Form 55002022-01-01704
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01277
Total of all active and inactive participants2022-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01986
Number of participants with account balances2022-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01903
Total number of active participants reported on line 7a of the Form 55002021-01-01685
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01239
Total of all active and inactive participants2021-01-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01927
Number of participants with account balances2021-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0147
2020: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01918
Total number of active participants reported on line 7a of the Form 55002020-01-01659
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01241
Total of all active and inactive participants2020-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01902
Number of participants with account balances2020-01-01895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01866
Total number of active participants reported on line 7a of the Form 55002019-01-01685
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01232
Total of all active and inactive participants2019-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01918
Number of participants with account balances2019-01-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0159
2018: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01850
Total number of active participants reported on line 7a of the Form 55002018-01-01645
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01217
Total of all active and inactive participants2018-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01863
Number of participants with account balances2018-01-01808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0163
2017: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01796
Total number of active participants reported on line 7a of the Form 55002017-01-01584
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01261
Total of all active and inactive participants2017-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01846
Number of participants with account balances2017-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0154
2016: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01800
Total number of active participants reported on line 7a of the Form 55002016-01-01562
Number of other retired or separated participants entitled to future benefits2016-01-01233
Total of all active and inactive participants2016-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01796
Number of participants with account balances2016-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0154
2015: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01750
Total number of active participants reported on line 7a of the Form 55002015-01-01541
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01257
Total of all active and inactive participants2015-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01800
Number of participants with account balances2015-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0151
2014: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01674
Total number of active participants reported on line 7a of the Form 55002014-01-01491
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01240
Total of all active and inactive participants2014-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01731
Number of participants with account balances2014-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0133
2013: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01667
Total number of active participants reported on line 7a of the Form 55002013-01-01463
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01208
Total of all active and inactive participants2013-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01671
Number of participants with account balances2013-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01626
Total number of active participants reported on line 7a of the Form 55002012-01-01443
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01221
Total of all active and inactive participants2012-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01664
Number of participants with account balances2012-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01620
Total number of active participants reported on line 7a of the Form 55002011-01-01479
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01147
Total of all active and inactive participants2011-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01626
Number of participants with account balances2011-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01592
Total number of active participants reported on line 7a of the Form 55002010-01-01467
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01150
Total of all active and inactive participants2010-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01617
Number of participants with account balances2010-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01702
Total number of active participants reported on line 7a of the Form 55002009-01-01442
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01149
Total of all active and inactive participants2009-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01591
Number of participants with account balances2009-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01548
Total number of active participants reported on line 7a of the Form 55002007-01-01484
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-01121
Total of all active and inactive participants2007-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01605
Number of participants with account balances2007-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0129

Financial Data on ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN

Measure Date Value
2023 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$34,884,657
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,538,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,431,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,806,649
Value of total assets at end of year2023-12-31$135,992,727
Value of total assets at beginning of year2023-12-31$108,646,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$107,281
Total interest from all sources2023-12-31$11,399
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,252,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,252,051
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$8,060,494
Participant contributions at end of year2023-12-31$204,220
Participant contributions at beginning of year2023-12-31$139,836
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,055,154
Total non interest bearing cash at end of year2023-12-31$312,745
Total non interest bearing cash at beginning of year2023-12-31$271,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$27,345,734
Value of net assets at end of year (total assets less liabilities)2023-12-31$135,992,727
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$108,646,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$125,450,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$103,675,640
Interest on participant loans2023-12-31$11,399
Value of interest in common/collective trusts at end of year2023-12-31$10,024,799
Value of interest in common/collective trusts at beginning of year2023-12-31$4,559,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$20,175,462
Net investment gain or loss from common/collective trusts2023-12-31$639,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,691,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,431,642
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HOOD & STRONG LLP
Accountancy firm EIN2023-12-31941254756
2022 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,751,573
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,013,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,905,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,495,942
Value of total assets at end of year2022-12-31$108,646,993
Value of total assets at beginning of year2022-12-31$131,411,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$107,789
Total interest from all sources2022-12-31$8,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,997,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,997,196
Administrative expenses professional fees incurred2022-12-31$107,789
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,840,785
Participant contributions at end of year2022-12-31$139,836
Participant contributions at beginning of year2022-12-31$169,375
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,433,087
Total non interest bearing cash at end of year2022-12-31$271,717
Total non interest bearing cash at beginning of year2022-12-31$8,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,764,605
Value of net assets at end of year (total assets less liabilities)2022-12-31$108,646,993
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,411,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$103,675,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$125,748,472
Interest on participant loans2022-12-31$8,530
Value of interest in common/collective trusts at end of year2022-12-31$4,559,800
Value of interest in common/collective trusts at beginning of year2022-12-31$5,485,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,322,938
Net investment gain or loss from common/collective trusts2022-12-31$69,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,222,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,905,243
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOOD & STRONG LLP
Accountancy firm EIN2022-12-31941254756
2021 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,403,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,782,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,637,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,324,118
Value of total assets at end of year2021-12-31$131,411,598
Value of total assets at beginning of year2021-12-31$113,791,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$144,788
Total interest from all sources2021-12-31$12,697
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,617,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,617,226
Administrative expenses professional fees incurred2021-12-31$144,788
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,447,625
Participant contributions at end of year2021-12-31$169,375
Participant contributions at beginning of year2021-12-31$206,010
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,192,027
Total non interest bearing cash at end of year2021-12-31$8,202
Total non interest bearing cash at beginning of year2021-12-31$211,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,620,539
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,411,598
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$113,791,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$125,748,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$107,599,829
Interest on participant loans2021-12-31$12,697
Value of interest in common/collective trusts at end of year2021-12-31$5,485,549
Value of interest in common/collective trusts at beginning of year2021-12-31$5,772,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,383,363
Net investment gain or loss from common/collective trusts2021-12-31$65,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$684,466
Employer contributions (assets) at beginning of year2021-12-31$519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,637,805
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOOD & STRONG LLP
Accountancy firm EIN2021-12-31941254756
2020 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$23,459,701
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,478,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,354,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,086,385
Value of total assets at end of year2020-12-31$113,791,059
Value of total assets at beginning of year2020-12-31$94,810,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,868
Total interest from all sources2020-12-31$15,098
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,525,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$123,868
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,925,455
Participant contributions at end of year2020-12-31$206,010
Participant contributions at beginning of year2020-12-31$263,311
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$478,020
Other income not declared elsewhere2020-12-31$2,594
Total non interest bearing cash at end of year2020-12-31$211,825
Total non interest bearing cash at beginning of year2020-12-31$71,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,980,842
Value of net assets at end of year (total assets less liabilities)2020-12-31$113,791,059
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$94,810,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$107,599,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$91,796,706
Interest on participant loans2020-12-31$15,098
Value of interest in common/collective trusts at end of year2020-12-31$5,772,876
Value of interest in common/collective trusts at beginning of year2020-12-31$2,678,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,754,667
Net investment gain or loss from common/collective trusts2020-12-31$75,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$682,910
Employer contributions (assets) at end of year2020-12-31$519
Income. Dividends from preferred stock2020-12-31$4,525,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,354,991
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOOD & STRONG LLP
Accountancy firm EIN2020-12-31941254756
2019 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,286,872
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,152,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,034,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,746,222
Value of total assets at end of year2019-12-31$94,810,217
Value of total assets at beginning of year2019-12-31$76,676,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$118,369
Total interest from all sources2019-12-31$15,224
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,000,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,000,726
Administrative expenses professional fees incurred2019-12-31$118,369
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,318,124
Participant contributions at end of year2019-12-31$263,311
Participant contributions at beginning of year2019-12-31$159,936
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$785,972
Total non interest bearing cash at end of year2019-12-31$71,382
Total non interest bearing cash at beginning of year2019-12-31$46,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,134,043
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,810,217
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,676,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$91,796,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,452,499
Interest on participant loans2019-12-31$15,224
Value of interest in common/collective trusts at end of year2019-12-31$2,678,818
Value of interest in common/collective trusts at beginning of year2019-12-31$3,016,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,415,768
Net investment gain or loss from common/collective trusts2019-12-31$108,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$642,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,034,460
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN2019-12-31931042710
2018 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,538,576
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,887,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,789,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,625,089
Value of total assets at end of year2018-12-31$76,676,174
Value of total assets at beginning of year2018-12-31$81,025,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$98,429
Total interest from all sources2018-12-31$7,147
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,530,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$98,429
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,165,880
Participant contributions at end of year2018-12-31$159,936
Participant contributions at beginning of year2018-12-31$101,242
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$908,246
Other income not declared elsewhere2018-12-31$1,340
Total non interest bearing cash at end of year2018-12-31$46,973
Total non interest bearing cash at beginning of year2018-12-31$125,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,349,041
Value of net assets at end of year (total assets less liabilities)2018-12-31$76,676,174
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,025,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,452,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,336,332
Interest on participant loans2018-12-31$7,147
Value of interest in common/collective trusts at end of year2018-12-31$3,016,766
Value of interest in common/collective trusts at beginning of year2018-12-31$2,461,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,713,081
Net investment gain or loss from common/collective trusts2018-12-31$87,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$550,963
Employer contributions (assets) at beginning of year2018-12-31$604
Income. Dividends from preferred stock2018-12-31$4,530,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,789,188
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN2018-12-31931042710
2017 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,066,034
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,679,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,582,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,894,535
Value of total assets at end of year2017-12-31$81,025,215
Value of total assets at beginning of year2017-12-31$66,638,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$96,561
Total interest from all sources2017-12-31$5,322
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,482,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,482,982
Administrative expenses professional fees incurred2017-12-31$96,561
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,515,198
Participant contributions at end of year2017-12-31$101,242
Participant contributions at beginning of year2017-12-31$53,108
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$863,956
Total non interest bearing cash at end of year2017-12-31$125,350
Total non interest bearing cash at beginning of year2017-12-31$107,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,386,525
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,025,215
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$66,638,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$78,336,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,074,922
Interest on participant loans2017-12-31$5,322
Value of interest in common/collective trusts at end of year2017-12-31$2,461,687
Value of interest in common/collective trusts at beginning of year2017-12-31$2,403,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,646,615
Net investment gain or loss from common/collective trusts2017-12-31$36,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$515,381
Employer contributions (assets) at end of year2017-12-31$604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,582,948
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GEFFEN MESHER & COMPANY PC
Accountancy firm EIN2017-12-31931042710
2016 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,957,126
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,763,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,645,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,922,737
Value of total assets at end of year2016-12-31$66,638,690
Value of total assets at beginning of year2016-12-31$62,444,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$117,029
Total interest from all sources2016-12-31$370
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,339,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,339,066
Administrative expenses professional fees incurred2016-12-31$117,029
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,101,019
Participant contributions at end of year2016-12-31$53,108
Participant contributions at beginning of year2016-12-31$144,361
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,331,838
Total non interest bearing cash at end of year2016-12-31$107,493
Total non interest bearing cash at beginning of year2016-12-31$50,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,194,098
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,638,690
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$62,444,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$64,074,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,974,164
Interest on participant loans2016-12-31$370
Value of interest in common/collective trusts at end of year2016-12-31$2,403,167
Value of interest in common/collective trusts at beginning of year2016-12-31$2,268,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,662,211
Net investment gain or loss from common/collective trusts2016-12-31$32,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$489,880
Employer contributions (assets) at beginning of year2016-12-31$6,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,645,999
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GEFFEN MESHER & COMPANY P.C.
Accountancy firm EIN2016-12-31931042710
2015 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,523
Total income from all sources (including contributions)2015-12-31$5,631,628
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,404,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,404,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,137,018
Value of total assets at end of year2015-12-31$62,444,592
Value of total assets at beginning of year2015-12-31$61,235,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,785,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,785,383
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,846,850
Participant contributions at end of year2015-12-31$144,361
Participant contributions at beginning of year2015-12-31$139,048
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$828,494
Total non interest bearing cash at end of year2015-12-31$50,547
Total non interest bearing cash at beginning of year2015-12-31$17,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,227,387
Value of net assets at end of year (total assets less liabilities)2015-12-31$62,444,592
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,217,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,974,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,931,893
Value of interest in common/collective trusts at end of year2015-12-31$2,268,641
Value of interest in common/collective trusts at beginning of year2015-12-31$2,141,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,326,996
Net investment gain or loss from common/collective trusts2015-12-31$36,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$461,674
Employer contributions (assets) at end of year2015-12-31$6,879
Employer contributions (assets) at beginning of year2015-12-31$5,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,404,241
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$18,523
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GEFFEN MESHER & COMPANY P.C.
Accountancy firm EIN2015-12-31931042710
2014 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$241
Total income from all sources (including contributions)2014-12-31$8,133,031
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,652,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,651,420
Value of total corrective distributions2014-12-31$906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,208,440
Value of total assets at end of year2014-12-31$61,235,728
Value of total assets at beginning of year2014-12-31$54,736,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$145
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,637,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,637,078
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,545,878
Participant contributions at end of year2014-12-31$139,048
Participant contributions at beginning of year2014-12-31$133,333
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$253,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1
Total non interest bearing cash at end of year2014-12-31$17,712
Total non interest bearing cash at beginning of year2014-12-31$329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,480,705
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,217,205
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,736,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$58,931,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$52,255,053
Value of interest in common/collective trusts at end of year2014-12-31$2,141,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,348,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,348,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,244,178
Net investment gain or loss from common/collective trusts2014-12-31$43,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$408,996
Employer contributions (assets) at end of year2014-12-31$5,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,651,420
Liabilities. Value of benefit claims payable at end of year2014-12-31$18,523
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$240
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GEFFEN MESHER & COMPANY P.C.
Accountancy firm EIN2014-12-31931042710
2013 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,922
Total income from all sources (including contributions)2013-12-31$13,018,806
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,425,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,424,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,181,598
Value of total assets at end of year2013-12-31$54,736,741
Value of total assets at beginning of year2013-12-31$43,199,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$302
Total interest from all sources2013-12-31$467
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,476,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,476,309
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,097,976
Participant contributions at end of year2013-12-31$133,333
Participant contributions at beginning of year2013-12-31$125,727
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1
Total non interest bearing cash at end of year2013-12-31$329
Total non interest bearing cash at beginning of year2013-12-31$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,593,761
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,736,500
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,142,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$302
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$52,255,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,472,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,348,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,601,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,601,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,360,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,424,743
Liabilities. Value of benefit claims payable at end of year2013-12-31$240
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$56,922
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GEFFEN MESHER & COMPANY P.C.
Accountancy firm EIN2013-12-31931042710
2012 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$56,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$47,717
Total income from all sources (including contributions)2012-12-31$7,725,327
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,067,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,010,856
Value of total corrective distributions2012-12-31$56,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,976,679
Value of total assets at end of year2012-12-31$43,199,661
Value of total assets at beginning of year2012-12-31$37,532,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$81
Total interest from all sources2012-12-31$1,123
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,127,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,127,354
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,929,004
Participant contributions at end of year2012-12-31$125,727
Participant contributions at beginning of year2012-12-31$221,580
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30,142
Total non interest bearing cash at end of year2012-12-31$66
Total non interest bearing cash at beginning of year2012-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,657,468
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,142,739
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,485,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$81
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,472,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,113,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,601,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,160,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,160,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,620,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,533
Employer contributions (assets) at beginning of year2012-12-31$37,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,010,856
Liabilities. Value of benefit claims payable at end of year2012-12-31$56,922
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$47,717
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GEFFEN MESHER & COMPANY P.C.
Accountancy firm EIN2012-12-31931042710
2011 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,642,609
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,713,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,665,408
Value of total corrective distributions2011-12-31$47,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,512,739
Value of total assets at end of year2011-12-31$37,532,988
Value of total assets at beginning of year2011-12-31$37,555,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46
Total interest from all sources2011-12-31$1,337
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$603,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$603,588
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,222,609
Participant contributions at end of year2011-12-31$221,580
Participant contributions at beginning of year2011-12-31$369,266
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$252,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$67
Total non interest bearing cash at end of year2011-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-70,562
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,485,271
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,555,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$46
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,113,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,328,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,160,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,858,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,858,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,475,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,923
Employer contributions (assets) at end of year2011-12-31$37,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,665,408
Liabilities. Value of benefit claims payable at end of year2011-12-31$47,717
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GEFFEN MESHER & COMPANY P.C.
Accountancy firm EIN2011-12-31931042710
2010 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$147,664
Total income from all sources (including contributions)2010-12-31$7,424,195
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$907,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$907,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,191,217
Value of total assets at end of year2010-12-31$37,555,833
Value of total assets at beginning of year2010-12-31$31,186,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$142
Total interest from all sources2010-12-31$1,697
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$601,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$601,286
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,151,483
Participant contributions at end of year2010-12-31$369,266
Participant contributions at beginning of year2010-12-31$141,702
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$67
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$62
Other income not declared elsewhere2010-12-31$31,810
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,516,681
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,555,833
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,039,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$142
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$34,328,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,335,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,858,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,709,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,709,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,598,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$907,372
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$147,664
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GEFFEN MESHER & COMPANY P.C.
Accountancy firm EIN2010-12-31931042710
2009 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2007 : ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN

2023: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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