How many benefit plans does Julius Zorn, Inc. report on Form 5500?

Julius Zorn, Inc. (EIN 13-2873532) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Julius Zorn, Inc.?

The Employer Identification Number (EIN) reported for Julius Zorn, Inc. is 13-2873532.

What is the latest Form 5500 filing year for Julius Zorn, Inc.?

The latest loaded Form 5500 filing year for Julius Zorn, Inc. is 2023.

Julius Zorn, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Julius Zorn, Inc. (EIN 13-2873532) is a plan sponsor located in Cuyahoga Falls, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-2873532
Location: Cuyahoga Falls, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,579,463
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,579,463

Contributions & income

Employer contributions: $57,815
Participant contributions: $461,505
Total income / additions: $1,907,881

Expenses & distributions

Benefits paid / distributions: $228,840
Total expenses: $233,435
Net increase / (decrease): $1,674,446

Coverage

Total reported participants: 308
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Julius Zorn, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Julius Zorn Savings Plan	001	153	$9,579,463	2023
Julius Zorn, Inc. Health And Welfare Plan	502	155	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Julius Zorn, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Julius Zorn Savings Plan	153	H, C	20241010151942NAL0041306834001
2023	Julius Zorn, Inc. Health And Welfare Plan	155	—	20250820173422NAL0003487857001