2023 Form 5500 filing — Zumtobel Lighting, Inc. 401(K) Retirement Savings 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 20240924155835NAL0007575651001) for Zumtobel Lighting, Inc. 401(K) Retirement Savings Plan, reported by Zumtobel Lighting, Inc. under EIN 13-3204871 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924155835NAL0007575651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zumtobel Lighting, Inc.
- EIN
- 13-3204871
- Plan number
- 001
- Location
- Highland, NY
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,868,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,868,942
- Employer contributions
- $169,495
- Participant contributions
- $487,736
- Total income / additions
- $2,813,194
- Benefits paid
- $1,855,630
- Administrative expenses
- $48,981
- Total expenses
- $1,904,611
- Net increase / (decrease)
- $908,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $45,981 | $0 |