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GARY M ZWEIG AN ACCOUNTANCY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameGARY M ZWEIG AN ACCOUNTANCY 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

GARY M ZWEIG AN ACCOUNTANCY 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

GARY M ZWEIG, AN ACCOUNTANCY C has sponsored the creation of one or more 401k plans.

Company Name:GARY M ZWEIG, AN ACCOUNTANCY C
Employer identification number (EIN):953850309
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY M ZWEIG AN ACCOUNTANCY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01GARY M ZWEIG, AN ACCOUNTANCY C2012-07-17

Financial Data on GARY M ZWEIG AN ACCOUNTANCY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2010 : GARY M ZWEIG AN ACCOUNTANCY 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$894
Expenses. Total of all expenses incurred2010-12-31$1,409
Benefits paid (including direct rollovers)2010-12-31$959
Total plan assets at end of year2010-12-31$244
Total plan assets at beginning of year2010-12-31$759
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$665
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$229
Net income (gross income less expenses)2010-12-31$-515
Net plan assets at end of year (total assets less liabilities)2010-12-31$244
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$759
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$450

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