2023 Form 5500 filing — Eckert & Ziegler Isotope Products Savings And Investment 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 20240930111947NAL0010057664001) for Eckert & Ziegler Isotope Products Savings And Investment Plan, reported by Eckert & Ziegler Isotope Products, Inc. under EIN 95-2666980 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930111947NAL0010057664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eckert & Ziegler Isotope Products, Inc.
- EIN
- 95-2666980
- Plan number
- 001
- Location
- Valencia, CA
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,094,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,094,120
- Employer contributions
- $803,992
- Participant contributions
- $1,847,704
- Total income / additions
- $10,233,207
- Benefits paid
- $1,708,462
- Administrative expenses
- $14,980
- Total expenses
- $1,743,456
- Net increase / (decrease)
- $8,489,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $19,566 | not reported in the loaded dataset |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | -$24,586 | $0 |