Zupan Enterprises, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2016. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Zupan Enterprises, Inc. 401(k) Plan Facts (plan year 2016)

Plan name
ZUPAN STORES SAVINGS & INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ZUPAN ENTERPRISES, INC.
Participants
306 (216 active employees)
Former employees with a balance
104
Plan assets
$5,610,450 at Dec 31, 2016
Average account balance
$19,895 across 282 accounts
Employer contributions
$134,929 in plan year 2016 (28% of all contributions)
Plan year
Jan 1, 2016 – Dec 31, 2016
Plan established
Jan 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Aug 8, 2017. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2016

  • $487,856 went into the plan in contributions, $134,929 of it from the employer (28%).
  • $382,260 was paid out to participants.
  • Investment and other income added $415,716.
  • Administrative expenses were $35,951, about $127 per account.

How the Zupan Enterprises, Inc. 401(k) changed, 2011–2016

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2011189$3.88 million$77,556$240,802
2012186$3.94 million$85,159$568,706
2013183$4.64 million$97,661$194,281
2014245$5.10 million$105,223$83,665
2015273$5.14 million$125,116$362,118
2016306$5.61 million$134,929$382,260

Zupan Enterprises, Inc. 401(k) Contact Information

Phone
360-737-2728
Mailing address
7223 NE HAZEL DELL AVENUE, VANCOUVER WA 98665
Plan sponsor
ZUPAN ENTERPRISES, INC.
Employer identification number (EIN)
91-1426881
Plan number
001

Questions about the Zupan Enterprises, Inc. 401(k)

Is the Zupan Enterprises, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2016, and no later filing was found under this employer's EIN.

Does Zupan Enterprises, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $134,929, 28% of all contributions.

Does the Zupan Enterprises, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Zupan Enterprises, Inc 401(k) plan?

306 participants at the start of plan year 2016, 216 of them active employees, and 104 former employees who still had money in the plan.

What is the average 401(k) balance at Zupan Enterprises, Inc?

About $19,895 per account: $5.61 million in plan assets across 282 accounts with a balance at the end of plan year 2016.

Who manages the Zupan Enterprises, Inc 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

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