Plan5500

Zick Business Advisors, 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, Zick Business Advisors, Inc. (EIN 84-0625486) is a plan sponsor located in Englewood, CO 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
84-0625486
Location
Englewood, CO
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 Zick Business Advisors, Inc.

  • 2 loaded plans hold $2.1M in reported assets.
  • The largest, Zick Business Advisors, Inc. Safe Harbor 401k, holds 77% of this company's reported plan assets.
  • Plans cover 17 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,075,648
Total reported assets$2.1M$2,075,648
Total reported participants17
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities—
Contributions & income
Employer contributions$27K
Participant contributions$95.8K
Total income / additions$78.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$3.6K
Net increase / (decrease)$74.6K

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 assets77%Zick Business Advisors, Inc. Safe Harbor 401k
Participants per plan9Average 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
    Zick Business Advisors, Inc. Safe Harbor 401k$1.6M
    Plan #002 · 10 participants · 2023
  2. 2
    Zick Business Advisors, Inc. Esop$487.7K
    Plan #003 · 7 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 Zick Business Advisors, Inc.. Open one for its full reported snapshot.

  1. 2023
    Zick Business Advisors, Inc. Esop7 participants · 2Sch I
    View filing →
  2. 2023
    Zick Business Advisors, Inc. Safe Harbor 401k10 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Zick Business Advisors, Inc. report on Form 5500?
Zick Business Advisors, Inc. (EIN 84-0625486) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Zick Business Advisors, Inc.?
The Employer Identification Number (EIN) reported for Zick Business Advisors, Inc. is 84-0625486.
What is the latest Form 5500 filing year for Zick Business Advisors, Inc.?
The latest loaded Form 5500 filing year for Zick Business Advisors, Inc. is 2023.

Related Form 5500 pages