2023 Form 5500 filing — Zeller+Gmelin 401(K) Profit Sharing Plan

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 20240829083828NAL0013314273001) for Zeller+Gmelin 401(K) Profit Sharing Plan, reported by Zeller+Gmelin Corporation under EIN 13-3230601 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.8MReported net assets$8,812,352
Participants151
Provider compensation$34.6K3 Schedule C row(s)$34,573
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240829083828NAL0013314273001
Plan sponsor
Zeller+Gmelin Corporation
EIN
13-3230601
Plan number
001
Location
Richmond, VA
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$174.1K
Participant$486.8K
Full reported line items
Total assets (EOY)
$8,812,352
Total liabilities (EOY)
$0
Net assets (EOY)
$8,812,352
Employer contributions
$174,118
Participant contributions
$486,818
Total income / additions
$1,992,287
Benefits paid
$2,101,223
Administrative expenses
$8,620
Total expenses
$2,128,005
Net increase / (decrease)
-$135,718
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISER · Direct $0 · Indirect $26K
  2. 2
    RECORDKEEPER · Direct $7.7K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $937

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829083828NAL0013314273001 cover?
It is the 2023 Form 5500 filing for Zeller+Gmelin 401(K) Profit Sharing Plan, reported by Zeller+Gmelin Corporation (EIN 13-3230601).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages