2023 Form 5500 filing — Zep Inc. 401(K) 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 20240917135635NAL0002996561002) for Zep Inc. 401(K) Plan, reported by Zep Inc. under EIN 26-0783366 and plan number 007. It reports 1,790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917135635NAL0002996561002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zep Inc.
- EIN
- 26-0783366
- Plan number
- 007
- Location
- Atlanta, GA
- Participants
- 1,790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,993,475
- Net assets (EOY)
- $153,993,475
- Employer contributions
- $2,018,123
- Participant contributions
- $6,314,726
- Total income / additions
- $30,198,902
- Benefits paid
- $23,866,246
- Administrative expenses
- $228,776
- Total expenses
- $24,114,754
- Net increase / (decrease)
- $6,084,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $132,722 | not reported in the loaded dataset |
| Afs Advisors, LLC | NONE | $22,500 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $22,500 | not reported in the loaded dataset |
| Smith Anglin Financial LLC | NONE | $13,370 | not reported in the loaded dataset |
| Zanetti Financial LLC | NONE | $5,763 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,121 | $0 |