Plan5500

Huitt-Zollars, 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, Huitt-Zollars, Inc. (EIN 75-1500178) is a plan sponsor located in Dallas, TX with 3 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
75-1500178
Location
Dallas, TX
Loaded plans
3
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 Huitt-Zollars, Inc.

  • 3 loaded plans hold $167.7M in reported assets.
  • The largest, Huitt-Zollars, Inc. Employee Stock Ownership Plan, holds 57% of this company's reported plan assets.
  • Plans cover 1,970 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$162.8MSummed across loaded plans$162,846,155
Total reported assets$167.7M$167,703,491
Total reported participants2K1,970
Total reported liabilities$4.9M$4,857,336

Reported net position

Reported assets = net assets + liabilities (summed)$167.7M total assets
Net assets$162.8MLiabilities$4.9M
Contributions & income
Employer contributions$6.2M
Participant contributions$2.7M
Total income / additions$28.5M
Expenses & distributions
Benefits paid / distributions$11.2M
Total expenses$11.6M
Net increase / (decrease)$16.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets57%Huitt-Zollars, Inc. Employee Stock Ownership Plan
Participants per plan657Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Huitt-Zollars, Inc. Employee Stock Ownership Plan$96.4M
    Plan #001 · 737 participants · 2023
  2. 2
    Huitt-Zollars, Inc. Employee Retirement Plan & Trust$71.3M
    Plan #002 · 720 participants · 2023
  3. 3
    Huitt-Zollars, Inc. Wrap Plannot reported in the loaded dataset
    Plan #502 · 513 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 Huitt-Zollars, Inc.. Open one for its full reported snapshot.

  1. 2023
    Huitt-Zollars, Inc. Employee Retirement Plan & Trust720 participants · 2Sch HSch C
    View filing →
  2. 2023
    Huitt-Zollars, Inc. Employee Stock Ownership Plan737 participants · 2Sch H
    View filing →
  3. 2023
    Huitt-Zollars, Inc. Wrap Plan513 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Huitt-Zollars, Inc. report on Form 5500?
Huitt-Zollars, Inc. (EIN 75-1500178) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Huitt-Zollars, Inc.?
The Employer Identification Number (EIN) reported for Huitt-Zollars, Inc. is 75-1500178.
What is the latest Form 5500 filing year for Huitt-Zollars, Inc.?
The latest loaded Form 5500 filing year for Huitt-Zollars, Inc. is 2023.

Related Form 5500 pages