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ZETTLER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameZETTLER RETIREMENT SAVINGS PLAN
Plan identification number 002

ZETTLER RETIREMENT 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN ZETTLER, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ZETTLER, INC.
Employer identification number (EIN):952307714
NAIC Classification:333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZETTLER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BONNIE GARRETT2024-07-10
0022022-01-01DANIELLE THORNBERRY2023-07-24
0022021-01-01DIANA LAZARO2022-07-08
0022020-01-01DIANA LAZARO2021-07-30
0022019-01-01MAXIMILLI MOEGLING2020-06-23
0022018-01-01MAXIMILIAN MOEGLING2020-03-06 MAXIMILIAN MOEGLING2020-03-06
0022017-01-01SHARON CHIAROMONTE2018-07-20 SHARON CHIAROMONTE2018-07-20
0022016-01-01RAINER MOEGLING2017-03-27 RAINER MOEGLING2017-03-27
0022015-01-01MICHAEL MORGAN2016-03-11 MICHAEL MORGAN2016-03-11
0022014-01-01SENDY LOPEZ2015-08-04 MICHAEL MORGAN2015-08-04
0022013-01-01MICHAEL MORGAN2014-04-01 MICHAEL MORGAN2014-04-01
0022012-01-01SENDY LOPEZ2013-05-15 SENDY LOPEZ2013-05-15
0022011-01-01SENDY LOPEZ2012-03-28 GUNTER RUEB2012-03-28
0022010-01-01SENDY LOPEZ2011-09-06 SENDY LOPEZ2011-09-06

Financial Data on ZETTLER RETIREMENT SAVINGS PLAN

Measure Date Value
2007 : ZETTLER RETIREMENT SAVINGS PLAN 2007 401k financial data
Total income from all sources2007-12-31$112,422
Expenses. Total of all expenses incurred2007-12-31$44,791
Benefits paid (including direct rollovers)2007-12-31$27,072
Total plan assets at end of year2007-12-31$843,529
Total plan assets at beginning of year2007-12-31$775,898
Value of fidelity bond covering the plan2007-12-31$90,000
Total contributions received or receivable from participants2007-12-31$68,843
Expenses. Other expenses not covered elsewhere2007-12-31$116
Other income received2007-12-31$43,579
Net income (gross income less expenses)2007-12-31$67,631
Net plan assets at end of year (total assets less liabilities)2007-12-31$843,529
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$775,898
Assets. Value of participant loans2007-12-31$502
Total contributions received or receivable from employer(s)2007-12-31$0
Value of certain deemed distributions of participant loans2007-12-31$17,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
2006 : ZETTLER RETIREMENT SAVINGS PLAN 2006 401k financial data
Total income from all sources2006-12-31$126,258
Expenses. Total of all expenses incurred2006-12-31$121,451
Benefits paid (including direct rollovers)2006-12-31$121,206
Total plan assets at end of year2006-12-31$775,898
Total plan assets at beginning of year2006-12-31$771,091
Value of fidelity bond covering the plan2006-12-31$90,000
Total contributions received or receivable from participants2006-12-31$66,648
Expenses. Other expenses not covered elsewhere2006-12-31$245
Other income received2006-12-31$59,610
Net income (gross income less expenses)2006-12-31$4,807
Net plan assets at end of year (total assets less liabilities)2006-12-31$775,898
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$771,091
Assets. Value of participant loans2006-12-31$23,430
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022006-12-31$2,600
Total contributions received or receivable from employer(s)2006-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91663013
Policy instance 1
Insurance contract or identification number91663013
Number of Individuals Covered30
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $2,871
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,871
Insurance broker organization code?3
Insurance broker nameJEFFREY P WARNOCK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91663013
Policy instance 1
Insurance contract or identification number91663013
Number of Individuals Covered32
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $3,246
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,246
Insurance broker organization code?3
Insurance broker nameJEFFREY P WARNOCK

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