How many benefit plans does Zotec Partners, LLC report on Form 5500?

Zotec Partners, LLC (EIN 20-8762217) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Zotec Partners, LLC?

The Employer Identification Number (EIN) reported for Zotec Partners, LLC is 20-8762217.

What is the latest Form 5500 filing year for Zotec Partners, LLC?

The latest loaded Form 5500 filing year for Zotec Partners, LLC is 2023.

Zotec Partners, LLC — 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, Zotec Partners, LLC (EIN 20-8762217) is a plan sponsor located in Carmel, IN 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: 20-8762217
Location: Carmel, IN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $88,717,073
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $88,717,073

Contributions & income

Employer contributions: $2,109,179
Participant contributions: $6,640,359
Total income / additions: $23,048,179

Expenses & distributions

Benefits paid / distributions: $10,136,021
Total expenses: $10,358,433
Net increase / (decrease): $12,689,746

Coverage

Total reported participants: 2,546
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

Zotec Partners, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Zotec Partners, LLC 401(K) Plan	001	1,549	$88,717,073	2023
Zotec Partners, LLC Employee Benefits Plan	506	997	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 Zotec Partners, LLC
Year	Plan	Participants	Schedules	Filing
2023	Zotec Partners, LLC Employee Benefits Plan	997	—	20240822122128NAL0008156128001
2023	Zotec Partners, LLC 401(K) Plan	1,549	H, C	20241008130819NAL0029948240001