2023 Form 5500 filing — Zuckerman Gravely Management, Inc. 401(K) Retirement 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 20240923144919NAL0011589249002) for Zuckerman Gravely Management, Inc. 401(K) Retirement Plan, reported by Zuckerman Gravely Management, Inc. under EIN 52-1804940 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923144919NAL0011589249002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zuckerman Gravely Management, Inc.
- EIN
- 52-1804940
- Plan number
- 001
- Location
- Chevy Chase, MD
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,812,041
- Net assets (EOY)
- $9,812,041
- Employer contributions
- $226,183
- Participant contributions
- $357,924
- Total income / additions
- $2,382,749
- Benefits paid
- $1,670,968
- Administrative expenses
- $3,645
- Total expenses
- $1,684,929
- Net increase / (decrease)
- $697,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | SERVICE PROVIDER | $0 | $22,731 |