2023 Form 5500 filing — Zak Designs, Inc. Retirement Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711184543NAL0016816913001) for Zak Designs, Inc. Retirement Trust, reported by Zak Designs, Inc. under EIN 91-1575165 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.5MReported net assets$16,457,179
Participants168
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240711184543NAL0016816913001
Plan sponsor
Zak Designs, Inc.
EIN
91-1575165
Plan number
001
Location
Spokane, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.5M total assets
Net assets$16.5MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$206.6K
Benefits paid / distributions$138.8K
Contributions
Employer$131.4K
Participant$707.4K
Full reported line items
Total assets (EOY)
$16,457,179
Total liabilities (EOY)
$0
Net assets (EOY)
$16,457,179
Employer contributions
$131,380
Participant contributions
$707,394
Total income / additions
$3,637,039
Benefits paid
$138,755
Administrative expenses
$67,865
Total expenses
$206,620
Net increase / (decrease)
$3,430,419

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711184543NAL0016816913001 cover?
It is the 2023 Form 5500 filing for Zak Designs, Inc. Retirement Trust, reported by Zak Designs, Inc. (EIN 91-1575165).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages