Plan5500

Zwi Group 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, Zwi Group LLC (EIN 27-3225877) is a plan sponsor located in Piscataway, NJ 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
27-3225877
Location
Piscataway, NJ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Zwi Group LLC

  • 2 loaded plans hold $10.1M in reported assets.
  • The largest, Zwi Group LLC Pension Plan, holds 64% of this company's reported plan assets.
  • Plans cover 45 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,054,299
Total reported assets$10.1M$10,054,299
Total reported participants45
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$10.1MLiabilities—
Contributions & income
Total income / additions$508.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$508.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets64%Zwi Group LLC Pension Plan
Participants per plan23Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Zwi Group LLC Pension Plan$6.4M
    Plan #002 · 23 participants · 2023
  2. 2
    Zwi Group LLC Retirement Plan$3.6M
    Plan #001 · 22 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Zwi Group LLC. Open one for its full reported snapshot.

  1. 2023
    Zwi Group LLC Retirement Plan22 participants · 2Sch I
    View filing →
  2. 2023
    Zwi Group LLC Pension Plan23 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Zwi Group LLC report on Form 5500?
Zwi Group LLC (EIN 27-3225877) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Zwi Group LLC?
The Employer Identification Number (EIN) reported for Zwi Group LLC is 27-3225877.
What is the latest Form 5500 filing year for Zwi Group LLC?
The latest loaded Form 5500 filing year for Zwi Group LLC is 2023.

Related Form 5500 pages