MAZZETTI, INC. has sponsored the creation of one or more 401k plans.
Additional information about MAZZETTI, INC.
Submission information for form 5500 for 401k plan WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2019: WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 49 |
| Total of all active and inactive participants | 2018-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 49 |
| Number of participants with account balances | 2018-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-289,328 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $16,093 |
| Total income from all sources | 2019-12-31 | $4 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $12,509 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $12,201 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $317,926 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $308 |
| Other income received | 2019-12-31 | $4 |
| Net income (gross income less expenses) | 2019-12-31 | $-12,505 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $301,833 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $12,201 |
| 2018 : WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $16,093 |
| Total plan liabilities at beginning of year | 2018-12-31 | $31,422 |
| Total income from all sources | 2018-12-31 | $-188,593 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $190,648 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $185,951 |
| Total plan assets at end of year | 2018-12-31 | $317,926 |
| Total plan assets at beginning of year | 2018-12-31 | $712,496 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,697 |
| Other income received | 2018-12-31 | $-208,228 |
| Net income (gross income less expenses) | 2018-12-31 | $-379,241 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $301,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $681,074 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $19,635 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $140,385 |
| 2019: WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
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